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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Message: Re: H.C. Wainwrong Reaffirms Buy Rating on POET
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H.C. Wainwrong Reaffirms Buy Rating on POET
9
IgotBannedForSayingRedditWasBetter
Apr 28, 2022 06:52AM
Re: H.C. Wainwrong Reaffirms Buy Rating on POET
7
Gambino
Apr 28, 2022 07:20AM
Re: H.C. Wainwrong Reaffirms Buy Rating on POET
9
Lovedrunkengotbannedforajoke
Apr 28, 2022 07:33AM
Re: H.C. Wainwrong Reaffirms Buy Rating on POET
11
BlackAdder
Apr 28, 2022 07:37AM

So, what's the man's math here?

Compared to last year, POET has:

  • 3 on-going NREs
  • More committed customers
  • Much more visibility into production
  • Much more underwriting on the technology (CAI and other design win)
  • Realized a gain of $1M from SPX, meaning equipments are being shipped there for product assembly.
  • [Insert the business update the other day]

To me, it looks like Kevin is trying to save face after a spectacularly miserable year for his forecasts. Setting low bar => easy beat => get his stars back.

15 Recommendations
Re: H.C. Wainwrong Reaffirms Buy Rating on POET
10
chappychap
Apr 28, 2022 09:49AM
Re: H.C. Wainwrong Reaffirms Buy Rating on POET
8
wake
Apr 28, 2022 10:54AM
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