Burn rate, Licensing, buy out. could this be their plan?
in response to
by
posted on
Jul 05, 2013 10:04AM
How awesome would that be, Milestone 7 triggering an near immediate license deal with BAE. I know we are thinking that an initial license fee from a military contractor should be around 50 mil. but even if it was 5-10 mil with no limitation allowing for other licenses from other military houses, real money interest = confirmation = huge sp appreciation.
Consider that POET has patents representing huge advancements in a current 5b dollar industry. I sure hope the pony show is going to visit the top 5 GaAs foundries and design houses. For sure they would be some of the first to purchase licensing.
I know the plan is for a buy out by Q1-2 2014 or before but that does not mean a prior license deal could be arranged before that occurs. If one or two or more licenses for 5-10 mil per year could be signed I would imagine that the share price would find itself around 10$ prior to the buy out giving us a much greater end value.
I may be off base with this but I think my logic is sound.
I am talking 5-10 mil for a single aspect of POET, one peace of the puzzle. I know 50 mil has been thrown around but I think that may be pricing ourselves out of getting into the market. Companies will have to still spend allot to develop their own tech using the patents and I think to begin with if POET gives a discount for the first year of licenses or makes that the flat rate with a nice royalty fee it would make it affordable for allot more companies to get on board thus allowing the market to adopt POET hole heartedly rather than pricing it so high constraining its growth to just a niche market.
I have noticed that this forums spell check is brocken.
And by the way the SH house baord is working as it should now. Its actualy very nice. just saying.