Would appreciate insight/comments:
@Davisa21 $POETF sold their soul to the devil. The tech *may* be good, but management has a history of making mistakes. The SPX joint venture (100/200 gig solutions) is structured in a way that POET’s ownership gets diluted as Sanan contributes capital/equipment. POET has stated it’s the JV’s goal to go public on a Chinese exchange. No foreign entity is allowed to own greater than 25%. POET is primed to get squeezed out of their own business!!!
$POETF is in a MUCH greater competitive landscape than LWLG and is a MUCH riskier investment. The market has told us that too.