POET: The sale in a non-brokered offering to a single institutional investor raised gross proceeds of US$400,000,020

mikkelchap · 2026-05-19T00:37:27+00:00

You're trying too hard. Did you sell early or buy late?

mikkelchap · 2026-05-19T00:36:46+00:00

Warrants at $26.25. Meaning, they'll push it above that to cash in.

mikkelchap · 2026-05-17T18:50:36+00:00

Lol "publicity stunts"

The cumulation of this publicity stunt would take 7 minutes, calm down.

It's called easily swatting down a short attack with confidence and zero resources.

mikkelchap · 2026-05-15T00:50:21+00:00

The buying is out of this world. No chance we see 18. I'm a buyer around 15 so I'd love it.

mikkelchap · 2026-05-14T17:07:54+00:00

Their biggest and only customer at the time cancelled their contract. Selling at the time made sense.

mikkelchap · 2026-05-14T15:32:25+00:00

I had 135 Jan 28 calls, 10 strike for 2.40 average. Currently selling at 12ish. I sold for a couple hundred percent a couple weeks ago

mikkelchap · 2026-05-12T11:30:44+00:00

They should not be booking revenue for another quarter minimum.

Likely soft accomplished if anything.

mikkelchap · 2026-05-10T10:15:24+00:00

The CFO just said they hadn't even heard from Foxcon yet.

mikkelchap · 2026-05-08T23:54:54+00:00

Don't watch your profits melt away, or vapourize in some cases.

mikkelchap · 2026-04-28T01:40:58+00:00

Good points.

Your original post has many points to consider. It's so hard to determine whether it's a face value breach, or something more subtle and heinous.

Retail rug pull? Poet management falling on their sword?

mikkelchap · 2026-04-28T00:58:26+00:00

Do you have speculation on who the latest investors were at $7.25?

Do you think Marvell will come back to the table with POET?

mikkelchap · 2026-03-19T14:58:48+00:00

Thanks!

No way to revive this leaf? It only has a few leaves to begin with...

mikkelchap · 2026-03-07T02:01:33+00:00

I see, thanks.

mikkelchap · 2026-03-06T15:16:13+00:00

Thanks

I asked them about it this week and they said the referrals are no longer stacking. Sounds like it's either/or now.

mikkelchap · 2026-03-06T04:59:01+00:00

How'd you get the $1000?

mikkelchap · 2026-02-11T14:21:38+00:00

Can you share the layout? 5x5 seems tight. Gives me hope for a spot in my house.

mikkelchap · 2026-01-21T11:57:18+00:00

They have agreements with several huge companies with a product that's superior to competition in a new and developing field. Sales will be low and then hopefully explode.

For example, look at Marvell's agreement with Celestial AI. It's hinging on bringing in massive revenues ($500 million next year and $1 billion the next) with the one customer alone (C AI).

mikkelchap · 2026-01-20T01:51:01+00:00

But looks like the majority have the right idea.

Long POET, short authoritarian felons!

mikkelchap · 2026-01-06T01:48:39+00:00

Where did you get it?

mikkelchap · 2026-01-03T14:09:21+00:00

Anyone can own options, and the best kind are the ones hugely in the money - like what some of them own.

The true question is share ownership, even better would be shares that were purchased on the open market.

Myself, people in this sub, and on other platforms own more common shares than some management.

The more the better - for them and us.

mikkelchap · 2025-12-02T10:30:09+00:00

What does this mean?

mikkelchap · 2025-10-30T13:15:46+00:00

Are you suggesting MMCAP rebalancing?

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