POET will be viewed as a growth stock and will trade based on a forecast of revenues. Once they announce a partnership with the company it will begin to trade based on a multiple of expected EBITDA in future years. NRE will not even be looked at as part of that calculation it will be all about forecasting future cash flow.
“POET has accelerated its evaluation of an expanded product roadmap to include display and sensing technology to take advantage of what we believe are increasing market needs for integrated photonics”
Who do you think is driving that ship? Someone very big who likes and needs to innovate and there is a person on the TRAB that is there just for that reason.
