POET Technologies Inc. V.PTK

Module Development from MD&A

[lscfa]

Development Q1-Q2 2024 $2,000,000......Prototype Q3 2024 $2,000,000....Production Q4 2024 $2,000,000

[lscfa]

I believe Poet originally wanted to partner with a module maker who would develop the module but it appears Poet has hired people to develop the module to speed up the process. Will make finding a partner to manufacture easier. 

[lscfa]

2023 AGM: Today, our technology and business strategy is fundamentally centered around building interposers and optical engines and providing expertise to end customers or module makers providing finished modules. While we believe that this is a reasonable model for kind of the legacy, if you will, or 100G to 200G to 400G, especially in the AI segment we think we have to transcend beyond the

[wintersun10]

"We think it's the right thing to do. It requires some investment, and we're looking at an alternate joint venture capability that allows us to potentially fund this activity. Again, raising money with some non-dilutive financing here." JV's are certainly not non dilutive. When an explorer hooks up with a mining major thay have to give up say 50% of the deposit. Explorers do

[lscfa]

Why is this info excluded from US 20F filing?.....