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

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Zero burn by early 2024!

posted on Jan 18, 2023 05:08PM

Ok fellas,

Lets do the math:

- Each LR4 product will have 3 POET optical engines. Each engine will likely cost about $150-$200 USD. (That’s about what it costs for other solutions currently and Suresh said the LR4 is 3x more profitable due to its technical difficulty)

- $450-$600 per unit x 10,000 units when production ramps = $4.5M-$6M x 2 product lines = $9M-$$12M and growing

- That’s nearly enough to cover the burn rate. And that’s from 1 customer. You'll still have I believe millions coming from Celestial AI and maybe $3M-$5M? from a fully committed FiberTop in 2024. As the warrants start coming in (very soon) they'll have cash in the bank to get there and there’s no debt!

We didn't even get to SPX production ramp and customer wins (6 and more to come)