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POET Technologies Inc.

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  8. $emi 12 juni 2018 01:32

    • $emi

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    POET Technologies Inc Gets a Buy Rating from H.C. Wainwright
    www.analystratings.com/articles/poet-...

    “We suspect POET’s AGM to highlight not only the technological advancements the company’s unique Optical Interposer Platform offers, but also the critical partnerships engineered to get it to market, including a bespoke customer in Accelink, a leading component supplier to one of the world’s largest telecom-datacom an accomplished CMOS fab not far from POET’s Singapore facilities. Importantly, Interposer—simplistically speaking, Interposer integrates CMOS silicon and InP photonics—has use cases well beyond the initial datacom-telecom application of POET’s initial focus. As we expect should be made well clear next week, photonics- based technology has implications in automotive LiDAR, healthcare optics, and in every other conceivable electrical-optical interconnection imaginable primarily because of the potentially significant cost savings.”
  14. $emi 20 juli 2018 14:38

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    Highlights from the Business Update:

    -- Established a development and manufacturing agreement with SilTerra Malaysia, providing favorable economics for production of the POET Optical Interposer;

    -- Transitioned dielectric waveguide process technology from a development lab to its own equipment in the SilTerra foundry to enable a seamless high-volume manufacturing ramp;

    -- Signed a memorandum of understanding with Accelink, as a lead customer and development partner for Datacom and Telecom applications;

    -- Successfully demonstrated 100Gbps Quad-PIN receivers for use with the POET Optical Interposer;

    -- Announced a collaboration with Almae Technologies for the joint development, manufacturing and sales a series of laser modules based on the POET Optical Interposer platform for high-speed data communication applications;

    -- Continued progress on technology and product development, including process flows and production tools for 8" interposer wafers as well as validation of advanced packaging and assembly process; and

    -- Provided a detailed overview of the POET Optical Interposer platform, its unique competitive differentiation, market opportunity and size, as well as the significant cost benefits for transceiver manufacturers.

    The SP is ridiculously detached from where it could / should be, considering Poet is on the real brink of disruptive product commercialization. I ignore the very short-term SP .... no point in getting heartburn over it.

    What we should be focused on is the sales execution that we expect to see starting in Q4.
    ROE sales go live in Q4 / bridging Q1, with TROE circa Q3, give or take.

    Just those 2 products are very significant to our customers.
    The question we should be asking ourselves, rather than posting miserable doom and gloom on today's SP, is the sales ramp-up. Poet, to start with, is entering a multi-billion dollar market with 2 disruptive products.

    A mere circa $30M Sales with full margin of 50% (very realistic) would see POET hover around the BE point. A drop in the ocean.

    At $100M, just on 50% margin, just on these 2 products, once converted to EPS with a soft x10 muliplier, we have around $1.70 USD SP.

    At $150M .... SP circa $2.50 US
    At $200M .... SP circa $3.44 US

    The question is what will the ramp-up be. Assuming once the ROE is qualified and sales commence, we should get sales guidance. Then the market will be like pigs at the trough.

    We are in excellent hands, Suresh et al are executing and pushing towards the commercialization goal line. Until then, look away and enjoy life. To do otherwise is needless self-imposed frustration.

    I firmly believe that in Q4 we will all be smiling from ear to ear.

    And 2019 will be spectacular.

    All in my opinion of course, but the writing is on the wall .... just go back and read the NR's, the AGM presentation and get your head in the correct space.

    Source:
    agoracom.com/ir/POETTechnologies/foru...
  15. $emi 28 juli 2018 14:11

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    New DenseLight Semiconductors Product brochures:
    Fabry-Perot Lasers (FP) and Distributed Feedback Lasers (DFB)
    poet-technologies.com/docs/denselight...

    Sensing, SLED, Fiber-Coupled Light Sources, Spectroscopy, telecommunication test & measurements, component testing etc
    poet-technologies.com/docs/denselight...
  17. forum rang 10 DeZwarteRidder 16 augustus 2018 05:59

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    About POET Technologies Inc.

    POET Technologies is a developer and manufacturer of optical light source products for the sensing and data communications markets. Integration of optics and electronics is fundamental to increasing functional scaling and lowering the cost of current photonic solutions. POET believes that its approach to both hybrid and monolithic integration of devices, utilizing a novel dielectric platform and proven advanced wafer-level packaging techniques enables substantial improvements in device cost, efficiency and performance. Optical engines based on this integrated approach have applications ranging from data centers to consumer products. POET is headquartered in Toronto, with operations in Silicon Valley, the United Kingdom, and Singapore. More information may be obtained at www.poet-technologies.com.
  19. $emi 10 september 2018 13:55

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    Dr Venkatesan CEO of POET Technologies & DenseLight Semiconductors speaks at 18:00 at the China International Semiconductor Executive Summit, CISES
    chinasemiconsummit.com/speaker/suresh...

    CHIP SCALE ASSEMBLY FOR PHOTONIC OPTICAL ENGINES USING THE POET OPTICAL INTERPOSER
    chinasemiconsummit.com/session/suresh...
  21. $emi 26 september 2018 01:07

    • $emi

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    Asia Communications & Photonics Conf, Oct. 26-29th, Hangzhou China 16:20-16:40, Lam Yee Loy, Denselight Semiconductor, Singapore.
    www.acp2018.net/index.php?m=content&a...

    Topic: Advances in PIC - Using DenseLight's HiPP Platform to Deliver Integrated Sensing Optical Engines & Interrogator Systems
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