POET Technologies Ord Shs V.PTK

No Cash from Sales

[wintersun10]

Poet will get No Cash from Sales anytime soon. If the socalled legacy products ever sell, it will be JV sales.

Poet sales that will generate cash to Poet are not even on the horizon. Nobody knows when that will start. In the meantime Poet will be on life support.

The only way out is if Poet generates sales at the JV as a proof of concept. Somehow investors see the potential and speculation starts. But at least Poet has to stop talking non sense. Stop using weasel words. Just speak the truth, nothing but the truth and the whole truth only. Did i say NO MORE weaselwords?

No more production ready, when you have no factory for production. Yeah, Poet got us good with that one.

[lscfa]

wrong, Poet sells OIs to SPX to make/sell OEs

[wintersun10]

Do you know at what profit? No point if it is at cost or worse below. So, this maybe true, but can backfire if they have to deliver these at or below cost. Knowing Poet, expect the worst case scenario.

[lscfa]

Gross margins 40%.

[wintersun10]

OK, can still lead to a net loss. I believe a profit when i see it.

[lscfa]

I don't know what Sanan would prefer but Poet would like to sell the OIs to SPX at a price as high as possible due to significant tax loss carryforwards. SPX has very little tax shields built up.

[lscfa]

SPX has a license to sell 100g/200g worldwide and 400g in China. If SPX is also ramping production for 800g then those sales would be Poet revenues.  Oct 05/23 - SPX expects to ramp production of POET’s Optical InterposerTM -based optical engines for 100G CWDM4, POET ONE™ (a 100G single chip TxRx engine), 100G LR4, 200G FR4, 400G FR4 and 800G 2xFR4 solutions. 

[wintersun10]

Yes, that is still half a year away, provided no delays. With delays more like a year away. And provided any orders hold up that long. New factory. Nobody knows what can go wrong. Normally some things go wrong. We can only hope not too much goes off the rails. Things always change, we have to hope things start changing to Poet's advantage. Then always its China, you do not transfer funds

[helpful1]

lscfa -Good work finding this information.I found Lisa Thompson of Zack's analysis of POET more informative t han management ever put out in new releases. Revenue will be coming we just have to be patient.  Are Lisa revenue numbers in line . That must be very hard because who really knows what the future orders will really be. Good POET got the $5M in financing.

[lscfa]

Also of note, the SPX license is only for optical engines, not optical modules. This would mean Poet's 400g optical module would generate revenue for Poet.   Aug 30/23 - POET will also present a live demonstration of its own prototype 400G transceiver module in a QSFP-DD package, complete with a POET Infinity chiplet, a 400G Rx optical engine with integrated TIA, a