POET Technologies Ord Shs V.PTK

Alternate Symbol(s): POET

Technology Semiconductors

POET Technologies Inc. is a design and development company. It offers high-speed optical engines, light source products and custom optical modules to the artificial intelligence (AI) systems market and to hyperscale data centers. Its photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. Its Optical Interposer-based products consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition, it has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. Its Optical Interposer platform solves device integration challenges across a range of communication, computing and sensing applications.

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POET Technologies Ord Shs

Bullboard Posts

Post by buzz07on Mar 02, 2011 3:04pm

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Post# 18220712

Me Sucker: No can Read!

The following are key assumptions that are common to all of our valuation models:

It will take between 6 and 18 months for POET to pass through technical readiness level ("TRL"), making POET then desirable for licensing transactions.
All revenue models rely on technology licensing fees; thus, there is no cost of goods sold
ODIS will incur cumulative nominal monthly expenses that current grant revenues satisfy.
The nominal discount rate for future cash flows is 32.04%
The base target rate of return used for the discount rate determination is 23.98%.
The success rate used for the discount rate determination is 25%.
The holding period used for the discount rate determination would reflect an investment of 22 years (i.e., ODIS is a strategic acquisition, not a financial acquisition).
The nominal remaining economic life for the technology is 22 years.
ODIS will incur a 40% nominal income tax rate.
ODIS will incur a 5% royalty payment to UCONN for the technology licensing.
ODIS will enjoy an average of 20 remaining years for statutory protection for POET patent portfolio.
A per-unit royalty would constitute 8.17% of the total value basis for the product.
Once deployed, it will take 48 months for penetration of the market to the nominal ending market share.
Product adoption will occur along a Fisher-Pry market adoption curve with a market shape of 0.2000