POET Technologies Inc.

I have written in the past regarding how I anticipate this management team will handle the commercialisation of the technology. Much of the angst expressed on this board relates to the absence of news and I relate this to the recent static share price. I have always held the view that the management are, quite deliberately, holding back on some news items, to produce a series of well judged posts that will enable a sustained share price rise. This will enable a NASDAQ listing in June 2015. To sustain this share price will require a series of further announcements. I believe the ducks are lined up. The requirement for a NASDAQ listing should be obvious but, in case it is not, it will open PTK shares to a huge market where large investors are available who do not deal on a venture market.

I remind everybody who reads this forum that this technology is truly exceptional. For in one leap, it will introduce an ultra fast chip equivalent to anything Silicon can do, at low power usage, with the integration of optical and mixed signal facility. Additionally it can reproduce all memory facilities. All this can be integrated on a single microchip producing a system on chip (SoC). Silicon cannot do this, indeed it probably never can. Furthermore, with development, there is a huge and realistic opportunity to reduce the gate size in the future and maintain Moore’s Law. It is widely accepted that Silicon is close to the end of its capacity for this development. Also, the microchips can be made in existing factories at low investment costs. This really is a paradigm shift. I have always had faith in one statement by Dr. Geoff Taylor: “all roads lead to POET”. I have always believed it and am seeing, more clearly, day by day, this statement becoming true.

What this means is that the chip can be used by a very large variety of manufacturers for use in their vertical markets. The list is huge. You will have seen in recent writings here on the potential to reduce power costs by using GaAs chips in server farms, power generation. Add to this its use in mobile technology – there is an almost unlimited requirement for fast processing at low power usage (spend a bit of time an read up on batteries and how difficult it is to improve flux density in small batteries – this equates to the microprocessor as the one powerful way of reducing power use.). Then there is the automobile industry, medical, defence, aerospace. It does not take a vast leap of imagination to see the potential here. One figure will suffice: the semiconductor/microchip market is in excess of $400 billion per annum; think of the revenues if PTK take 5% of the market. Remember one thing: this technology is not easy to grasp by investors in general and there is insufficient information yet to make a true value judgement, but, when that happens, there will be a firestorm of interest.

So what’s going to happen from now on. Here’s my take: expect a further series of news releases, when they occur, the share price will go up; I anticipate above $5 by June (possibly more) then a NASDAQ listing and more news. Then the share price will become revenue dependent, then the price could be huge $20 – 40 by Q1 2016, much more later. Will we be taken out, can’t say. I take Scary’s point, if we can avoid an offer over the next 6 - 12 months then a take-out cost will be gigantic because this product will be wanted everywhere, why, because if you’re not in you will fail. Can we help? Hang on to those shares, resist low offers at all costs, stick together because this is worth a king’s ransom to each of us. Blue label Sula and Old Greg, somewhere midway.

David