Link to fireside chat:

https://wsw.com/webcast/oppenheimer23/poetf/3015870

Link to presentaton:

https://poet-technologies.com/docs/presentations/POET%20Investor%20Presentation%20-%20August%202022.pdf

Highlights:

• Main focus: executing and delivering (time is money)
• No near-term financing planned
• 9 month runway without debt
• Lot's of potential customers of which some really big customers (each >100M/yr). There are companies that are sitting on the sideline waiting for the production to occur before starting to engage.
• Increasing number of customers, now about 10 active but smaller customers on the list (each 5-20M/3 yr so end 2025). Customers are doing module designs with POET's beta's (so engines where POET has committed to the design so no more changes in paths, size, thickness and so on so the customer knows what they're going to get) so they can eventually qualify the module (3-6 months cycles)
• Some small purchase orders already placed
• First revenue expected end of this year
• Revenue ramp by the end of next year
• POET is the only known technology that can meet volume, size, cost and energy requirements for future photonics products in multiple markets, so let's say this again, POET’s technology surpasses all others in terms of size, power requirements, cost and ability to scale 
• Development of 100G and 200G engines was to penetrate the market. Now POET shows the power of the interposer by expanding the portfolio with 400G engines which easily extends the preferred path for data centers with 1.6T, 3.2T pluggables and 6.4T chiplets for pluggables or copackaged optics in multiplexed format
• 800G (2X400G) is an inflection point for rapid growth in 800G by data centers
• Strong management team with extensive global experience in technology development and new product introduction
• Near-term gross margin 40% and long-term gross margin 50% and 25%+ EBITDA margins
• This is only datacom and AI... after datacom acceptance and revenue ramp POET will partner with domain incumbents for development in wearables, LIDAR, AR/VR and other non-datacom market sectors
• Commercialization has only just begun