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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 > Module Development from MD&A
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Post by lscfa on Mar 26, 2024 11:09am

Module Development from MD&A

Development Q1-Q2 2024 $2,000,000......Prototype Q3 2024 $2,000,000....Production Q4 2024 $2,000,000
Comment by lscfa on Mar 26, 2024 11:31am
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. 
Comment by lscfa on Mar 26, 2024 12:50pm
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 ...more  
Comment by wintersun10 on Mar 26, 2024 1:38pm
"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 ...more  
Comment by lscfa on Mar 29, 2024 2:23pm
Why is this info excluded from US 20F filing?.....
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