Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Why couldn't it be for sale?
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This company could be outright sold, it says so right in the CP. Two paths actually single or multiple aquirers. I see no changes on the CP that suggest this has been taken off the table. They would have to develop the company regardless to add value either way, as they currently have no revenue. I am seeing three possible outcomes. This could go either way. Note the last line copied below, could this be why they are exercising caution right now?

  • Several Options to Monetize POET

    • POET is a research company, not a product company

    • POET/PET are ready to enter the commercialization process

    • No single company is currently active in all market areas where POET provides a best-

      in-class value proposition; syndicate needed to extract full value from technology

      platform

  • Single Acquirer

    • This path would involve selling POET to a single (by definition large) 3rd party

    • Technology access/investment would likely be syndicated by acquirer

    • Relatively small number of viable candidates

  • Multiple Acquirers

    • This path would involve selling POET to a syndicate (likely structured as a joint

      venture)

    • Ideal syndicate would include members with market presence in all key areas related

      to POET commercialization

      • Licensing

    • Certain specialized market segments might be best addressed by licensing all or part

      of the POET/PET technology to one or more 3rd parties for use in a given market

    • Can be complex with difficult-to-foresee implications for other activities

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