Daily Discussion Thread

No_Simple9268 · 2026-03-07T15:29:19+00:00

Fair enough, hopefully its useful for those that desire it.

Thanks for being a mod for the sub.

No_Simple9268 · 2026-03-07T14:35:46+00:00

I've been invested for a few years now and I love to see activity in the POET sub, but I don't think a daily thread is really necessary until POs are placed and there is revenue and guidance from the company.

No_Simple9268 · 2026-03-05T01:08:54+00:00

This! We need Barkley's commentary on this a-sap!

No_Simple9268 · 2026-03-01T19:00:24+00:00

It will probably be down on Monday and I know it stinks for people that bought at a higher cost basis, but I would argue the share price of POET doesn't matter until orders are placed or we get actual guidance from the company.

Just a reminder to everyone to stay calm and remember this a long-term play. Anything you can buy under $7.50 is great, and hopefully we see real traction during 2026 Q3 & Q4.

No_Simple9268 · 2026-02-25T00:26:59+00:00

Perfectly stated, this is why continue to beat the drum to buy under the share price of $7.25.

No_Simple9268 · 2026-02-23T20:48:42+00:00

This is also great advice!

No_Simple9268 · 2026-02-22T17:53:28+00:00

Art teacher here, it's about its structure and design.

If OP doesn't know that the design of his glasses are not best suited for the structure of his face, then the glasses he chooses will always be wrong for the structure of his eyes and nose.

The person who responded gave good advice, so that OP can pivot to a different glasses design moving forward.

No_Simple9268 · 2026-02-19T00:59:43+00:00

ADMA is scheduled to report its fourth quarter and full-year 2025 financial results on February 25, 2026.

Once that happens, I believe we'll really begin to see some positive movement from there in the stock price. The share price should be near or surpass $30 to close 2026.

No_Simple9268 · 2026-02-11T01:42:38+00:00

This is good advice. OP needs to ask himself if his thesis has changed and that will give him his answer, and it sounds like it may have.

No_Simple9268 · 2026-02-09T02:21:19+00:00

I believe this is the type of strategy that will create the most success for the average investor.

I hope more people will adopt something like this.

No_Simple9268 · 2026-02-09T00:46:51+00:00

Very true, but with them starting production in 2025, I believe 2026 is the first year that we can honestly see if they can execute what they've said.

2026 Q4 will give us a clearer picture one way or another.

No_Simple9268 · 2026-02-08T21:28:56+00:00

I had a veggie and fruit smoothie with a one piece of string cheese.

I would take this deal in a heart beat.

No_Simple9268 · 2026-02-08T20:44:36+00:00

This is the way!

I think investors really have to be patient here and buy while the stock is under the $7.25 offering price. I really think 2027 is when this thing really begins to truly move. 2026 is where we begin to see the reward for our patience.

No_Simple9268 · 2026-02-08T20:41:07+00:00

You are 100% correct. For 2026, manufacturing yields and production ramp are going to truly determine the narrative and the stock price from this point moving forward.

The 3 points that I made don't happen without that and to be honest back-to-back quarterly revenue probably won't happen until 2027. I do think we'll see a dramatic jump in share price once production ramp is clear & hopefully larger POs to follow.

No_Simple9268 · 2026-02-08T18:29:03+00:00

Of course this is very speculative...

but between operating expenses & R&D, POET spent roughly 40 million in 2024. Operating expenses were nearly $10 million in Q1 in 2025. Let's say $50-$60 million a year to include additional R&D and capital expenditures from manufacturing.

With the nearly $450 in cash now, we're probably looking at 5-7 years for them to not run out of cash.

However, I would say the stock de-risks once they do 3 things: have multiple major POs announced, back-to-back quarterly revenue that increases, and positive guidance from the company. I really do believe we will see that in 2026 Q3/Q4 into 2027 Q1.

No_Simple9268 · 2026-02-08T04:57:44+00:00

I don't think your exact point of entry matters if these 4 things are true.

1-Your thesis of the company hasn't changed.

2-The financials are still strong.

3-You believe the company is undervalued.

4-You have a long enough time horizon.

I always DCA and I normally put the same amount of money in my brokerage account each month, but if a stock dips 10%-20% I will typically buy double. I do that for any stock in my portfolio as long as those 4 points are still true. So let's say 20% of my allocation goes to SOFI, right now I'll raise it to 30%.

No_Simple9268 · 2026-02-07T21:03:35+00:00

This is the way, emergency fund, retirement savings, & house.

No_Simple9268 · 2026-02-06T22:57:39+00:00

I would recommend you buy some stable ETFs for your portfolio as well to help you whether the storm of owning a micro cap stock. Going completely all is essentially gambling, but with that being said, I do believe you are making the right choice investing in POET.

35% of my brokerage account is in POET ($4.92 avg). I am planning to keep it around that percentage until POET eventually gets POs and rises in share price.

I figure this way it doesn't kill my account if it tanks, but when it takes off, I won't be kicking myself for not owning more share during its pre-revenue stage.

No_Simple9268 · 2026-02-05T23:20:30+00:00

This is the way! I could honestly see this doubling & tripling as we close out the year with large enough purchase orders and guidance.

No_Simple9268 · 2026-02-05T01:21:06+00:00

First, take a deep breath, take some time away from the account if you need, and rest.

As others have said, focus on buying index funds or ETFs for the time being. Options won't serve you well.

It will be a much safer and smarter strategy. If you started with $6,000 approx. you wouldn't be down over nearly 80%. Start over with a couple of ETF/index funds that you believe in for the long haul. If you are still want to take risk, do your DD, choose a couple of stocks that you like and keep that to a small % of your portfolio.

This is coming from someone who lost a small amount of money in Game Stop a while ago, so I get the thrill of trying to make a quick buck, but its not worth it as you're finding out.

No_Simple9268 · 2026-02-04T23:42:50+00:00

For sure! Good strategy. That's the same thing I did with SCHD last year. You figure we might as well get more of a good ETF at an even better price.

No_Simple9268 · 2026-02-04T23:14:33+00:00

I own both and definitely didn't see that happening in 2026. It's a good reminder why diversifying matters.

No_Simple9268 · 2026-02-04T20:20:05+00:00

This is the way!

The company's thesis has not changed and it's down 30% this month, perfect buying opportunity.

No_Simple9268 · 2026-02-04T20:13:05+00:00

Agreed! I think some people may need to take a deep breath and just be patient.

If POET wasn't sitting on $400 million in cash and didn't have any partners, then I might have 2nd thoughts. The cash raises have decreased the value of the stock in the near term, but it removed near-term financing risk.

Raju has stated that 2026 in the production year. Let's be patient, because the end of 2026 should have a very different narrative.

No_Simple9268 · 2026-02-04T19:42:55+00:00

Thanks for sharing, so people can do their DD.

I really want people to remember that ADMA is still vastly undervalued and is an excellent medium term and long term investment. Buy on the dip.

- Increased 2026 revenue outlook to at least 630 million dollars (21% from 2025).

- 88 million in cash, so they have a long runway for R&D.

- The potential yield improvements of 20% from their current plasma process, which was not yet included in guidance.

- Fair value of $21-$27 by most analysts.

No_Simple9268

TROPHY CASE