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: More thought given
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Sep 25, 2024 07:47PM
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Sep 25, 2024 11:03PM

Well the deal they signed with Sanan was 25 million to completely fund the operation for 50% of revenue so it can reasonably be deduced that is the rough cost of funding a mass production facility. Poet today announced a PP of 15 million and I do expect them to also announce that they tapped the ATM during these few days of tremendous volume.. would be stupid for them not to considering the price of the PP... let's say they tapped it for 10 million, they have received 25 million in the last week while already being pretty well funded one could conclude that they are getting ready to fund a production facility themselves without having to share the revenue. Maybe they did the math and expect the revenue to far out way them getting a funding partner they would have to share revenue with. After that deal today and thinking about it a little I expect the +1 to be announced very soon that's why they got the money today!

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