... and thinking about next possible steps regarding with CAI :
1. CAI plans to introduce Gen 1 chiplet in 2024
- This means Gen 1 factory has to be finished in the next 2-3 month
- Before an introduction of Gen 1, the factory has to be established, which takes months IMO.
Therefore I suppose this started months ago.
- And the step before starting establishing it was of course necessary to put an order for the
chiplets from CAI to POET - done in POET's Q2 IMO sure
- So I would expect to see money from CAI at POET's bank account, to be announced in Q2
reporting - with an hopefully rising SP
2. CAI plans to offer an IPO (as soon as possible IMO).
- I expect this would be after the introduction of Gen 1 solution - means at end of 2024, latest in early 2025
- With an CAI IPO I expect further that POET will come for sure also into spot light with an
hopefully further rising POET SP
3. CAI plans already Gen 2 chiplet and Gen 1 + 2 Interposer
- So I expect for 2025 and all the next years afterwards a huge increase of CAI orders.
- This IMO will also every POET - customer, competitor, partner and investor recognize.
- So I expect a significant rising share volume and price in 2025 and later (and much more if the demand for CAI data centers is huge)
And hopefully all the discussions right now about selling, revenue, trader games etc. are then just history.
And of course not to forget all the other network customer orders ongoing and much more of it in preperation !
So I'm further relaxed and excited !