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: POET: 2024 Could Be The Year For The Tide To Turn

I've been reading these Agoracom posts since POET engaged with Agoracom and a discussion forum was established on this platform.  I have a large investment in the company, so my participation in the conversation isn't for personal entertainment.  I seek insights on POET and this space wherever I can find them - here, LinkedIn, other investment forums, direct communication with Board members, employees, other large investors..  

I also monitor Seeking Alpha for info on all my investments, and I was thrilled to see the report today on POET because the author offered further validation of the market opportunity for this technology.  

However, this author from Future Tech Investing has a PhD in economics, which, for me, adds to the credibility of his comments regarding POET's leadership decisions/behavior/actions pertaining to financing.  Unfortunately, his comments were not supportive of the current financial  leadership.

In the past, I haven't agreed with all the negative commentary focused on T.M. , but I've reached a point where I admit that many of you were correct - POET has made bad decisions regarding financing, the market recognizes this, Tom is ultimately responsible, so the Board should be evaluating the performance of the company and a potential change.

Like several of you, I've had very professional and productive interactions with Kevin Barnes regarding the latest raise.  This helps my confidence, but it doesn't have the same impact as a major strategic change in leadership in this area.

An impactful announcement regarding experienced leadership in this area will be the catalyst for exponential growth in market value.  Consider the patents POET owns and the partnerships they've established.  Consider the industry relationships that exist and the credibility of the technological leaders of the company.  The groundwork has been laid for tremendous success.  At this time, it's necessary to bring in a game-changing business leader with creds in financing.  

If the Board reads these comments, please consider this advice.  The market optics demand a change at this point.

In the meantime, I CONTINUE to invest at these values because I believe the significant partnerships that have been established by POET,  and the industry relationships that the management team has in the industry (including the technological innovation and patents that have been produced) is significantly under valued - even if there exists a troublesome void in business/financial leadership.

Do your own research - but I recognize the changes that need to be made and I continue to BUY.

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