Posted on reddit today POET Technologies is a s
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POET Technologies is a sleeping GIANT.
Due Diligence
POET's approach to both hybrid and monolithic integration of devices allows their optical engines to have applications ranging from data centers to consumer products to military applications.
They are preparing to uplist to the NASDAQ.
They have already gone through the phase of industry validation requirements, and in some cases they requested highly rigorous testing, beyond what is normally done, in order to accelerate the component qualification.
Customers are convinced. POET has contracts. Some contracts are for NRE as they develop customer-specific products.
POET’s technology has advanced beyond the development phase and is ready for commercialization. It's 2022, and manufacturing is starting. That’s the reason for the credibility that POET has, and because of that, they have been able to attract and hire talent from all over. Being able to recruit highly qualified and experienced people says a lot about the stage POET is in as a company.
The results of their China conferences was impactful. China now knows of POET, knows what they do, and recognize the value that can be brought to them or their customers.
POET has multiple engagements in the China pipeline with transceiver module manufacturers, technology companies who have manufactured devices but need a platform, and data centers, who are the end users.
POET has been hiring their own people, outside of their Super Photonics (SPX) joint venture in Shenzhen. They're hiring in Singapore, and in Allentown, PA and have been able to attract experienced people who normally wouldn’t have left their lucrative jobs. That alone should tell you much.
The Singapore team is working 2 shifts per day, 7 days a week to meet customer requests and develop designs for new and existing products. The volume of activity in Singapore continues to grow and POET has got so many new projects.
Early in 2022, the National University of Singapore and POET will launch a state-of-the-art hybrid optoelectronics integration assembly center.
There are many paths to integration and what POET is doing is a particularly attractive path. With their unifying hybrid platform, the applications become somewhat endless.
This stock trades at .70 USD and I have not even scratched the surface where company names, contract sizes and revenue projections are concerned. POET Technologies is going to be a very big deal imo.
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