It seems that the fact we have taken the $1 barrier triggered the first analyst's attention:
SADIF Investment Analytics published an analysis on POET Technologies Inc.
According to SADIF's home page they have a proprietary rating algorithm which uses public data updated daily. Unfortunately the outcome of their algorithm isn't flattering – except for the price, where POET excels, showing the company is undervalued. Other indicators like overall recommendation, quality, business, management, price, liquidity, volatility, and outperformance are more in the orange and red areas.
The reason for these bad results lies in the model, where sales and earnings are crucial factors. The have a direct or indirect impact on the resulting indicators. Well, we do know why POET's sales and earnings are not that good – yet!
SADIF's model does not reflect the importance of POET's groundbreaking, revolutionary and disruptive technology and its future market potential.
(Aside: It thrills me that even without these main drivers sales and earnings the model still estimates POET's share price as very good with 90 of 100 points. Factors influencing the price rating are price to book, price to sales per share, and price to earnings per share. If these numbers are alreay very good now, what will happen when a) POET's book value increases tremendously with Pellegrino II and b) earnings will come in with the first deal?)
Bottom line: While the overall result does not look too good, the analysis nevertheless is a signal that our little company is on some more people's radar now. This analysis won't be the last one. Results will improve as analysts will grasp what POET really is.
Andrea ("Powered by POET")