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POET Technologies Inc.

208 Posts
Pagina: «« 1 ... 3 4 5 6 7 ... 11 »» | Laatste | Omlaag ↓
  1. $emi 12 juni 2018 01:31
    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.”
  2. $emi 20 juli 2018 14:37
    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...
  3. $emi 28 juli 2018 14:10
    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...
  4. $emi 10 september 2018 13:55
    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...
  5. $emi 26 september 2018 01:07
    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
  6. $emi 14 november 2018 02:20
    Timeline where are we and what is to come:

    PRODUCT:
    POET has received orders from datacom and telecom leaders, accomplished with our first product, a simple Receive Optical Engine module (ROE or ROSA), great news - one platform two market verticals.

    POET is selling/sampling the tested 100G ROE module now, costumers will work to integrated the ROE into there existing modules/tranceivers layout and test. If all goes well POET will receive customer orders in H1 2019.

    Chinese Analysts expected that Accelink’s, our lead costumer, production capacity for 100G modules will reach 808,900 units per year and Accelink market share in China is forecasted to cover 30 to 40%. Accelink major costumers are ZTE, Huawei and Fiberhome. Mass-production for the 100G/200G transceiver is expected to start in 2019.

    DEVELOPMENT WORK:

    Optical Interposer:
    Q4 Start of development work for Multi-chip module and qualification for other Datacom protocols as requested by IEEE and/or costumers PSM4/CWDM2/LR4, etc.
    H1 2019 Portfolio expansion to telecom (GPON) combo 10/2.5G
    H2 2019 Portfolio expansion to sensing

    100G TROE Module CWDM Laser (Transmit Receive Optical Engine):
    Q1 2019 first engineering samples are expected

    400G ROE Module (Receive Optical Engine)?:
    H1 2019 (to the end) 400G ROE production ready prototypes sampling for costumers

    Are we on time you may ask - well see page 28 here - please

    poet-technologies.com/docs/presentati...

    Source & kudos oz4m2!
    agoracom.com/ir/POETTechnologies/foru...
  7. $emi 29 november 2018 00:13
    POET Technologies Reports Third Quarter 2018 Financial Results

    SAN JOSE, Calif., Nov. 28, 2018 (GLOBE NEWSWIRE) -- POET Technologies Inc. (the “Company” or “POET”) (OTCQX: POETF; TSX Venture: PTK), a designer, developer and manufacturer of optoelectronic devices, including light sources, passive wave guides, and Photonic Integrated Circuits (PICs) for the data- and tele-communication markets, reported its unaudited condensed consolidated financial results for the third quarter ended September 30, 2018. The Company’s financial results as well as the Management Discussion and Analysis for the third quarter have been filed on SEDAR.

    Third Quarter and Recent Highlights:

    Revenue grew over 20% over the prior quarter and nearly 27% year-over-year;
    Gross margin increased to 58.3% from 51.3% in the same quarter in the prior year;
    Expanded issued patents to 60, with 12 additional patent applications pending;
    Appointed an industry veteran, Rich Zoccolillo as Senior Vice President of Strategic Marketing and Product Management;
    Ended the quarter with cash of US$5.9 million; and
    Received its first orders valued at over US$3 million for POET Optical Interposer™-based solutions from leading global communications companies targeting data communication applications
    Financial Summary

    Revenue for the third quarter of 2018 was US$907,044 compared with US$752,198 in the preceding quarter and US$715,420 in the third quarter of 2017. Revenue primarily reflects the sale of DenseLight’s photonic sensors for test & measurement applications and non-recurring engineering (NRE) revenue. Gross margin for the third quarter of 2018 was 58.3% compared with 57.5% in the preceding quarter and 51.3% in the third quarter of the prior year. Net loss before taxes in the third quarter of 2018 was US$5,013,759, or ($0.02) per share, compared with a net loss before taxes of US$4,687,492, or ($0.02) per share, in the second quarter of 2018 and US$3,688,590, or ($0.01) per share, in the prior year third quarter.

    The net loss in the third quarter of 2018 included non-cash stock-based compensation of US$1,149,095 and depreciation and amortization of US$640,517 compared with US$1,063,773 and US$659,820, respectively, in the preceding quarter. Non-cash stock-based compensation and depreciation and amortization were US$1,088,170 and US$559,334, respectively, in the same quarter one year ago. Capital investment in plant, equipment and patents was US$1,554,648 in the third quarter of 2018 compared with US$1,139,259 in the second quarter of 2018. The Company had capital investments of US$65,754 in the third quarter of 2017. At the end of the third quarter 2018 the Company had a backlog of open orders for delivery in the fourth quarter and subsequent quarters of $903,614. This backlog does not include the orders announced on November 12, 2018, a portion of which are expected to be recognized during the fourth quarter of 2018.

    In connection with the filing of its base shelf prospectus, the Company has estimated that its revenue will increase materially to a range of US$8 – 10 million for total revenue in the fiscal year 2019 beginning on January 1st. Gross Margins are also expected to expand as the relative proportion of NRE to product sales increases. NRE is typically higher gross margin for the Company as existing engineering and operational resources are not allocated to individual projects.

    POET’s Chief Executive Officer, Dr. Suresh Venkatesan, commented, “We are making solid progress in expanding sales of our sensing product lines and improving our development and operational capabilities across the board. We remain on track for introducing Optical Interposer-based products in the first half of 2019, now to include both receive-only and transmit-receive solutions. We are most excited about the opportunities resulting from our recently announced orders from data and telecommunications industry leaders, as they represent significant customer engagements with meaningful near-term and long-term growth potential. These customers were won over by the benefits of POET’s Optical Interposer solutions to reduce cost and power consumption while at the same time improving performance. We will provide increasingly integrated components to these customers, beginning with lasers and detectors on the Optical Interposer platform, and we expect multiple versions of these components to be included in our customers’ product offerings. Our ability to deliver disruptive cost reductions to our customers for production contracts, enabled by our innovative Optical Interposer technology, was key to winning these orders. We believe that we are working with more highly-strategic customers than ever before, positioning us for growth and the realization of our strategic objectives.”

    Business and Technical Update Conference Call
    As previously announced, the Company will host a business and technical update conference call tomorrow, Thursday, November 29, 2018 at 8:00 a.m. Pacific Time. The conference call will be led by POET’s Chief Executive Officer, Dr. Suresh Venkatesan, who will be joined by Thomas Mika, Chief Financial Officer, and Rich Zoccolillo, Senior Vice President of Strategic Marketing and Product Management. Analysts and investors may join the conference call using the following information:

    Date: Thursday, November 29, 2018
    Time: 8:00 a.m. Pacific Time (11:00 a.m. Eastern Time)
    U.S./Canada Conference Call Number: 1-866-688-4315
    International Call Number: +1-409-217-8326
    Pass code: 1363666

    A live audio webcast and archived replay of the business and technical update conference call, as well as associated presentation materials will be made available in advance of the conference call in the Investor Relations section of POET’s website at www.poet-technologies.com.

    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.

    ON BEHALF OF THE BOARD OF DIRECTORS
    (signed) “John F. O’Donnell”, Secretary

    Shareholder Contact:
    Shelton Group
    Brett L. Perry
    Leanne K. Sievers
    E: sheltonir@sheltongroup.com

    Company Contact:
    Thomas R. Mika, EVP & CFO
    E: tm@poet-technologies.com

    Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

    Read more:
    globenewswire.com/news-release/2018/1...
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