Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

Free
Message: Re: low-ball
9
Apr 18, 2014 10:28AM
9
Apr 18, 2014 10:49AM
1
Apr 18, 2014 10:52AM
1
Apr 18, 2014 11:03AM
2
Apr 18, 2014 11:11AM

I'm not agreeing or disagreeing with the information presented by all parties, because it is quite informative and it reflects some very astute observations.

But I believe part of the problem in this discussion is that the SP of ~$2.50 does not even come close to the assumed valuation of $1b USD. Something more reasonable would be $4.00-4.25....that's a 1.6-1.7 multiple.

I don't believe the buyer will make an offer based on SP, I think they will offer based on valuation. And, even if they do offer based on SP, I assume the great minds at Poet will counter based on valuation.

Poet would not have asked for Pellegrino 2.0 if it did not believe the valuation would come in at or above $4-5b - it's simply not worth their time and money for it to come in at $2-3b. At $5b valuation, that's a 8-8.5 multiple of current SP $2.50.

Given the slew of vertical use applications for these chips and once a partner/license is established, I fail to see how Poet is worth anything less than $10b...conservatively.

2
Apr 18, 2014 01:39PM
7
Apr 18, 2014 02:02PM
4
Apr 18, 2014 02:15PM
3
Apr 18, 2014 02:23PM
2
Apr 18, 2014 02:40PM
1
Apr 18, 2014 02:40PM

Apr 18, 2014 02:42PM
15
Apr 18, 2014 03:05PM
1
Apr 19, 2014 09:14AM
3
Apr 19, 2014 10:03AM

Apr 19, 2014 11:02AM
1
Apr 19, 2014 11:57AM
3
Apr 19, 2014 12:10PM
3
Apr 19, 2014 12:12PM
9
Apr 19, 2014 12:19PM
9
Apr 19, 2014 12:33PM
3
Apr 19, 2014 12:45PM
8
Apr 19, 2014 01:40PM
1
Apr 19, 2014 02:36PM
6
Apr 19, 2014 07:10PM

Apr 19, 2014 07:10PM
3
Apr 19, 2014 08:40PM
1
Apr 19, 2014 09:39PM
13
Apr 19, 2014 11:02PM
2
Apr 20, 2014 07:35AM
11
Apr 20, 2014 08:54AM
4
Apr 20, 2014 09:15AM
7
Apr 20, 2014 09:38AM
3
Apr 20, 2014 10:18AM
9
Apr 20, 2014 10:28AM
13
Apr 20, 2014 10:36AM
2
Apr 20, 2014 11:30AM
1
Apr 20, 2014 11:34AM

Apr 20, 2014 11:36AM
13
Apr 20, 2014 02:02PM
1
Apr 20, 2014 02:10PM
2
Apr 20, 2014 02:16PM
Icon president re
1
Apr 20, 2014 05:37PM
5
Apr 21, 2014 01:16AM
6
Apr 21, 2014 04:41AM
5
Apr 21, 2014 05:09AM
7
Apr 21, 2014 05:17AM
4
Apr 21, 2014 05:21AM
2
Apr 21, 2014 05:34AM
6
Apr 21, 2014 05:40AM

Apr 21, 2014 06:33AM
7
Apr 21, 2014 08:50AM
1
Apr 21, 2014 09:01AM
14
Apr 26, 2014 08:43AM
2
Apr 26, 2014 08:56AM
40
Apr 26, 2014 09:03AM
8
Apr 26, 2014 09:14AM
13
Apr 26, 2014 09:50AM
27
Apr 26, 2014 10:01AM
7
Apr 26, 2014 08:48PM
4
Apr 27, 2014 06:14AM
2
Apr 27, 2014 02:39PM
1
Jun 06, 2014 10:31AM
Share
New Message
Please login to post a reply