Agoracom: Small Cap Investment - POET Technologies Inc.

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

Reply New Message

Back To Forum List View

TechGC

Rank: President [?]

Points: 3699 [?]

Votes: 133 Score: 3.4 [?]

Your Vote:

Please Log In to Vote

Did you know? You can earn activity points by filling your profile with information about yourself (what city you live in, your favorite team, blogs etc.)

Thoughts...

posted on Sep 03, 2015 09:51AM

I've been quite busy and i have not has a chance to read all recent posts...i realize takeover discussion is not new...

-ANAD current Market Cap Value is 27.3M USD.
-ANAD looking to raise 50M to ramp VCEL production for POET etc. (2x the value of the company)
-POET on the verge of signing a deal to product the VCEL for customer(s).

IF POET were to 'obtain' 40M from a source (NRE from new deal?, loan?, investment from partner? combo of all the above?)...POET would own over 50% of ANAD and be in the positon to begin a process of combining the entities , take over ANAD's NASDAQ listing, etc.

The obvious key is to for POET to have the purchasing power to do so, and be in a positon where the current deals (revenue visibility) are ready to power the NASDAQ presence to be positive experience/location.

All my speculation of course, but an ANAD acquisition may be a phased approach and provide value in various areas ranging from production capacity, equipment assets, some skilled workers, and access to a new market.