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Bullboard - Stock Discussion Forum POET Technologies Ord Shs V.PTK

Alternate Symbol(s):  POET

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... see more

TSXV:PTK - Post Discussion

POET Technologies Ord Shs > Comparables to POET current and looking forward?
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Post by mikkelchap on Jan 19, 2023 7:37am

Comparables to POET current and looking forward?

Following the news of industry acceptance. What can we look to as a comparable against/with POET?

They will clearly be working with some of the big names as is the nature of data centers, but who can we compare to?
Comment by lscfa on Jan 19, 2023 10:10am
POET’s business model would make it similar to fabless semiconductor companies. Third parties would provide the production of its devices and we expect it would have margins similar to those companies below. They now trade at a lower valuation resulting in an average of 6.8xs enterprise value to estimated 2022 revenues. Currently, POET trades at an enterprise value of $110 million using a fully ...more  
Comment by gilver on Jan 19, 2023 10:42am
This is a very relevant post. lscfa, and very useful information. These are the kinds of topics that analysts and any industry writers do and certainly is informative to any readers here. Poet now seems to be derisked even more now that they have a named company, ADVA, with a plus billlion dollar market cap that basically validates Poet's OI. This confirms what was gemerically disclosed in ...more  
Comment by maestrodrumboe on Jan 19, 2023 11:10am
This post has been removed in accordance with Community Policy
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