There has been some posts regarding the likelyhood of POET being bought out verses the possibility that POET can continue (or survive) as a stand alone entity.

This is a very interesting subject.

First and foremost, POET is a major proportion of my total portfolio and I have been a long investor for approx 4 years, give or take.

Personally, I would prefer the outcome where POET manages to continue as a stand alone entity and over time, after numerous deals are added to the enterprise value of POET, we'd see the share price increase significantly; it doesn't take much forward thinking analysis to approximate where the share price could reach once the potential NRE and royalty revenues start to flood in.

In addition, once on the NASDAQ and again over time, we'd also see the likelyhood of this stock splitting a few times, whilst the SP goes from bottom left to top right (ref: Peter Copetti).

Ultimately however, I think the possibility that POET remains a stand alone entity are low.

Once the 50 GHz VCSEL and 100nm Ring Oscilator are completed and the performance data is made public, the industry giants will be all over POET. By definition, that would mean POET becomes a take-out target; let there be no confusion about that.

This technology is disruptive, it is game changing and as such many industry giants will want to own and control it.

So ultimately, a bidding war is the most probable outcome.

Should that play out, the next question is how much would the final offer be and would that offer be large enough for the majority of shareholders to vote yes, and take the money and run.

A bidding war between industry giants would undoubtedly propel the SP to extemely high levels.

In all probability, I think POET will get taken out long before royalty revenues materialize.

I'd much prefer to see POET continue to grow into a powerhouse process IP licensing company, but I'd estimate the chances of that happening are less than 5%.

Chances are we'll get gobbled up at an SP level that will be very pleasing to all POET shareholders.

All the best everyone, as I feel we are now heading into the final straight and we are on a winner.

ST