POET Technologies: Potential Remains, But So Do The Risks (Rating Downgrade)

Grassroots Trading
1.62K Followers
(14min)

Summary

  • POET Technologies is transitioning from prototype to production, with early product shipments and a new high-volume facility signaling operational progress.
  • Despite a surge in reported earnings, most gains stem from non-cash accounting, not sustainable operations; real revenue remains weak and inconsistent.
  • The company’s heavy cash burn, reliance on equity raises, and lack of recurring product sales highlight ongoing financial risk and dilution concerns.

AI Technology - Artificial Intelligence Concepts. Wide

BlackJack3D

Thesis

POET Technologies (NASDAQ: NASDAQ:POET), a Canadian firm developing photonic integrated circuits and optical engines, is working to reshape how optical data moves across systems. Its business centers on the Optical Interposer platform, which is designed to combine

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1.62K Followers
I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.

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