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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slab

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Future Potential

posted on Sep 12, 2023 11:59AM

They clearly have many irons in the fire, but I'd like to just focus on one excerpt from the press release.

"In addition to potential module customers, the POET/SPX exhibit attracted the attention of major end users, including Alibaba, FiberHome, and ByteDance."

Would people be more impressed if they said they attracted the attention of Meta and Intel? I think the answer is a resounding yes, but let's take a look at some numbers and forgive me as they may be off only slightly.

Annual Revenue

Meta - $116B

Intel - $63B

FiberHome - $26B

ByteDance - $58B

Alibaba - $128B

I am not sure why the share price isn't going up a lot today based on this alone but maybe it just needs to sink in.

Cheers!

23 Recommendations

Re: Future Potential

dash8400

Sep 12, 2023 12:13PM