RE:RE:RE:RE:$30.50 US by 2026Apparently the answer was provided by Poet in the recent MD&A according to a post by Okiedo on Fantasy Land:
Quote:
"Establish additional fabrication and sales operations for advanced, high-speed transceiver modules and packaged light sources. Internally, we refer to this our “China plus One” strategy, which is only partially dictated by the current international political climate. We are planning to develop our advanced products as modules and packaged products that we will sell directly to end-users, which will require additional fabrication, assembly, marketing and sales operations." The POET MD&A note included what I considered a disclaimer with the statement that "our 'China plus One' strategy, which is only partially dictated by the current international political climate".
End Quote.
wintersun10 wrote: The JV will fill the Celestial orders or just the legacy data center business?
Is there clarity on that?
Anyways, anything China is sliding downhill fast these days. lscfa wrote: China partner will provide the working capital for the JV to increase its share to 50%.
wintersun10 wrote: There is NOOOOOOOOO WAY there will NOT be numerous financings between now and then. Just to raise Working Capital alone to finance setting up a real company with orders. So, lets just assume double the shares and you are looking at a $15 share price by 2026. All ballpark figures.
One thing is more certain than all other facts, there will be financings good or bad times. there will be more shares. lscfa wrote: For the valuation, we calculated the company’s fully diluted share count using the treasury stock method at 42.5 million fully diluted shares outstanding. $1.3 billion divided by 42.5 million shares is approximately US$30.50 per share by 2026. This would be a present value of approximately US$14.00 or CN$ 19.00 per share discounted by 30% per year.