Agoracom: Small Cap Investment - POET Technologies Inc. - There appears to be a significant change to the timing for orders.

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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fairchijisback

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There appears to be a significant change to the timing for orders.

posted on Mar 04, 2019 11:42PM

Page 19 has been reworked (from the Dec CP) to show the revenue hockey stick. It is interesting that the revenue continues to show $8 to $10 million in 2019. So if $3 (prototype design) plus say $2 million in revenue from DenseLight is realised in the first half then they are expecting $3 to $5 million in the second half without DenseLight? Note also the “orders for production devices” circle has moved and is now centered in 2019 as opposed to primarily 2020 in the Dec presentation.

It does look very deliberate.

27 Recommendations

Foot to the Floor

sulasailor

Mar 05, 2019 05:12AM

Re: Foot to the Floor

andech1

Mar 05, 2019 06:58AM

Re: Foot to the Floor

dash8400

Mar 05, 2019 07:14AM

Re: Foot to the Floor