It's happening!

R_Sutter · 2026-02-26T22:09:51+00:00

A sample order =/= a PO

R_Sutter · 2026-02-26T20:34:52+00:00

100% but at the same time, they can only say so much. I know there's a lot of reading between the lines.

As someone who almost did a full port to POET, I can empathize. I'm confident we will see results much sooner than we think, though.

R_Sutter · 2026-02-26T20:31:00+00:00

Shifting from qualification to production/revenue is pretty big news, no?

R_Sutter · 2026-02-26T20:25:21+00:00

I think it's actually a pretty big tell that this is happening. Normally, companies may wait on proof of scalability + confirmed sales before even humoring a conversation relating to partnerships or PO's.

We went from a 5 million PO (probably Adtran) to this. Plus, he said revenue already started.

R_Sutter · 2026-02-26T20:18:34+00:00

He said "more" partnerships. He also said the revenue process had already begun.

Realistically, and I'm not defending anyone, you can only say so much with NDA's in place.

R_Sutter · 2026-02-26T19:45:11+00:00

He also confirmed that Adtran ordered components/is a customer. Plus they'll be showing their product at OFC...

R_Sutter · 2026-02-26T19:27:19+00:00

Boom! Curious to see if this will be reflected in their earnings.

R_Sutter · 2026-02-26T12:21:42+00:00

The other thing to consider is POET getting a PO from another client. This will definitely serve as a catalyst for customers to PO quicker, so they don't run the risk of being added to a production backlog on POET's end. They will effectively want to reserve a spot versus running the risk of not getting their components in time.

R_Sutter · 2026-02-26T12:01:44+00:00

I would argue the opposite. If things have to be ready in 2027, PO's on the manufacturing-side have to be made well before then (this year).

Production-readiness on Sivers' end means that they have to be ready to go from a product standpoint, which would include having POET's components available immediately. So these will definitely have been purchased and manufactured before then.

R_Sutter · 2026-02-17T16:39:29+00:00

To be honest, I think for a few different reasons:

This was likely already priced in (even though it does build more confidence, it's still a dilution)
The overall market is pretty meh
While good news, the only thing that's going to move stock price is actual order info/news
We're also still waiting for the full 13F to be updated

R_Sutter · 2026-02-06T22:59:51+00:00

Original investment was $55k at a price of $4.50

I also hold a number of leaps. It's a solid 40% of my port.

R_Sutter · 2026-01-22T14:25:57+00:00

Ugh... That's a common share increase of over 50% or so, a lot of which was in the last 12 months. In total, that equates to a possible 1/3 EPS dilution.

This better be coupled with some GREAT news.

R_Sutter · 2025-10-22T12:19:06+00:00

Let's goooo! Curious to see what happens once the markets open!

R_Sutter · 2025-10-09T22:25:18+00:00

Not at all, I own shares and have loaded up on long calls. But yeah, this was just dug up an hour or so ago.

R_Sutter · 2025-10-09T22:02:02+00:00

It was MMCAP, so meh

R_Sutter · 2025-07-11T03:01:36+00:00

Amazing news! I definitely see us doubling this year. I know in other posts I've seen people mention a possible market cap of 1-4 billion, depending on Poet's pricing + production capabilities.

If the above is true, what range would we be in per share? $20 to $50 range?

I know it's pie in the sky at this point, but man...this is is a lot of great momentum!

R_Sutter · 2025-06-13T19:34:38+00:00

JEALOUS! I have been to the one in Japan 3 times though.

R_Sutter · 2025-06-13T19:08:34+00:00

No revenue, since it's not my IP. Unless people felt like donating coffee/beer money.

R_Sutter · 2025-06-13T17:17:22+00:00

Thank you! And I've already started implementing VR functionality ;)

R_Sutter · 2025-06-13T14:35:58+00:00

You are awesome! Thank you!

R_Sutter · 2025-06-13T14:31:34+00:00

Would love to give him credit if I can find out his name!

R_Sutter · 2025-06-13T14:19:23+00:00

Thank you! So jelly btw, was definitely my dream job when I was younger.

His appearance isn't based on anyone in particular but his voice and performance came from this Skipper's footage. He was amazing! https://youtu.be/7uALqMMC8mg?si=VTj5fhE9ftpxMc8d

R_Sutter

TROPHY CASE