“Simply put, I want to improve shareholder value,” says $POET’s new COO Sandeep Kumar
reddit.comu/RevolutionaryDWave — 11 hours ago
u/RevolutionaryDWave
Poet & Lumilens Deal is a Win-Win Loop
Poet announced a massive supply agreement with Lumilens - $50M to 500M+
The most brilliant part isn’t just the revenue. It’s also the warrant structure. Despite the dilution.
Lumilens buys hardware means Poet’s revenue skyrockets. Rising revenue pushes potentially the stock price. A higher stock price allows Lumilens to cash in massive profits from the $8.25 warrants, effectively subsidizing their own hardware purchases and slashing their net spending.
Meanwhile, POET receives up to $188M in fresh capital from warrant exercises and drive revenue even higher. Ultimately scaling up to $500M
Love it! What are your thoughts?
u/RevolutionaryDWave — 7 days ago