Re: Share price volatility.
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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
Message: Re: Share price volatility.
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As volatility is a feature of Venture markets we should not be surprised that PTI is subject to its grasp.
It seems to me that many venture market investors 'play' the market to ensure that their capital is working. Therfore prior to an event such as THB, with its expectant revelations, it's not surprising that a body of money piles into PTI on expectation and piles out when what was 'hoped' for does not materialise. EBITDA and timing of NRE would be factors affecting the players short term thinking. But that's what it is short term thinking. The fundementals and long view of PTI are as good as it gets in investing.
Until a significant body of institutional investors 'pile in' I imagine this is the way it's going to continue. The trend we see therfore is the normal state until uplisting. Yes this is disappointing, but I am getting used to it because I and many of us here have the cosy feeling of knowledge that all the ingredients needed to be confident about PTI are actually in place. There is little about POET that is 'pie in the sky' and thanks to the plan revealed at the THM and the aquisitions made, POET'S pies are now for sale sale in a shop window, albeit the shop is in 'Booghy Street' (anyone remember that Singapore back street marvel?) This team is globalising POET and its geophysical positioning is well thought out.
My opinion about EBITDA is that even given two years before a positive bottom line one hell of a lot of aquisition, R&D and development can be funded by income in that time.
Now we know how effectively our 'Rock Star' works is the EBITDA comment just telling us to expect more organic growth over these two years to 2018. Adjt gave him this name and knows all too well what this dynamo is capable of. So did PC with his 'over the moon' comment. I alsop suspect that GT played a part in vetting DenseLight and BB, and he too retired with the comfort of knowing his baby had an excellent Nanny and large house to live in
Extending NRE out 12 months to me says that they predict more NREs (plural) than previously signalled as the first NRE in 2016 comments , Q2 was it. It is actually meant to be a positive signal of how plans are to be funded. No longer is it a statement that we have enough capital for n quarters but a expectation of NRE income to fund plans over 12 months at least
All in all the capacity for negative thinking here blights the positive message that was being given out on 17 May 16. We really are our own worst enemies. Call me a POM POM fantasist if you like, but despite a few wobbly ones here we all sort of know that the big rise can't be far off and that there are more rabbits to produced from the sleeve of the magician running POET .
My message to the the knee jerk investors who just pulled their investments is that's fine for a few days before the weekend but given the pace this company is moving, the risk side of the equation is not being in. Think carefully about the recently demonstrated dynamics of this company. it's ability, talent to surprise and the high probability of big players wanting in soon on the proven disruptive performance of its products.
Sula
23 Recommendations
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