Just read a post from Fairchi about Photon Control being in a similar space as Luxmux (and therefore the products of DenseLight/POET).
According to my level1 TD I am seeing Photon Control with a market cap of $160M and one of their recent quarterly reports has their revenue at ~$9M.
POET on the other hand has a market cap of ~$83M with quarterly revenue of $0.65M.
How can we reconcile this disparity? Are we counting on POET's new products to be of high enough margin and volume to increase our revenues that significantly?
Anything to add?