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POET Technologies Inc.

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[verwijderd] 29 april 2012 14:57

Looking at the MD&A, section; Significant Events During 2011:

There are several projects that are finished, but they all are for kW projects and yet that generated $5mil revenue for OPEL Solar in 2011, but to make it a little more accurate we have to look at the Events of 2010, especially those of the second year half, as these projects are, or should be booked in 2011.

2011
- 5 MW: "Initial deliveries and installations were made in 2011, and the project is awaiting results and additional funding to move forward." This is a test field and they probably delivered only a few kW's for this set-up. IMO
- 5 MW: "This order adds another 5MW of CPV and trackers for solar fields in Inner Mongolia." Same as above.
- 125kW: "TF-800 single axis tracker order from Greenlight Power Company for the first phase of a 1.4MW solar farm." So only 125kW was installed in June.
- 35kW: "solar installation at the Aquarion Water Company’s local water treatment facility." Finished in Jan '12
- 95kW: "OPEL was awarded a turn-key solar installation of 95kW by the Town of Newtown." Nearly finished.
- 480 kW: "OPEL completed the delivery of 480kW of its TF-800 single axis tracking system to Conergy."

2010
- "In April, ABB signed an LOI with OPEL Solar to supply its single axis tracking systems for a 24 MW utility
grid installation in Nevada, to start late this year and ending in the first half of 2011."
- 2 MW "In December, OPEL signed a joint venture agreement with Ecotech Environmental Technology Ltd... The creation of OSA includes an initial purchase order for two megawatts."
- 446 kW: "In December, OPEL signed an agreement with Toray Plastics (America), Inc. (“Toray”) for a 446 kilowatt."
- There are several 1 MW projects but I assume these are already booked in the 2010 revenue.

2012
- 4.6 MW: "announced today that it has completed delivery of 4.6 Megawatts (“MW”) of its TF-850 market leading solar trackers to Global Energy Service U.S.A."

Even with this mustered information its very hard to calculate what future projects will bring in revenue... Because each one is different, one is with trackers only, others are combined with panels, then you have different kind of panels and trackers, or some projects are phased etc, so for Sh's its very hard to determine what we can expect of future revenue based on past events. In the best case scenario we can only make guesstimates and my roughly calculated version is that $5 mil revenue for 2011 came from 3 - 5 MW of orders.

So if several projects equaling 3 - 5 MW can generate up to $5 mil, and knowing that we have 2 x 5 MW orders, and a 1.285 MW order waiting to be installed that would be another +- $14 mil waiting to be booked, and there is that 4.6 MW order that is finished in Q1, so that would come close to $20 mil if everything occurred in 2012.

But there was also a MOU in early 2010 of possible projects of up to 150 MW, and a LOI of 24 MW then looking at the previous statement from management of $50 - 80 mil, counting from June 2010 + 18 months was not just pulled out of thin air, but a mere calculation "of what could be coming"... (Taking into account that funding for these projects can be raised of course!)

[verwijderd] 30 april 2012 22:41

Today the market displayed a typical over-reaction and sell-off which represents a great buying opportunity for intelligent long investors.
Consider the main points :
1.0 Operating Loss of $2.41M was only slightly higher than what was largely expected.
2.0 Inventory $3.82M right-off unfortunate but essentially only a Balance Sheet adjustment.
3.0 $1.5M impairment charge (right-off provision) for the Spanish Solar Field issue was appropriate and necessary under proper governance guidelines.
4.0 It is common practice for PLC's to incur all liabilities in Year End financials in order to pave the way for a clean start to the new fiscal year. If it's going to be a poor quarter and YE - incur every liability.
5.0 Q1 2012 financials will show a much reduced burn rate and much smaller loss. Note : Could Q2 2012 present the first profitable earnings period.
6.0 $1B quotation funnel in healthy margin Tracker / Solar solutions is significant. Consider if Opel win just 5% of this quotation funnel the company becomes a profitable entity, especially as the burn rate has been significantly reduced since Dec 31st 2011.
7.0 Development at BAE and a major US Military Contractor continues SUCCESSFULLY with specific focus on the much sought after IR device solutions.
8.0 Waffers produced by BAE are being used to VALIDATE VARIOUS capabilities and devices using the POET platform.
9.0 ODIS made significant progress in Optical Interconnection of High Speed Circuits.
10.0 Funding redirected to ensure continuation of BAE development.
11.0 Opel to develop a "drop-in" solution for the Military marketplace using POET, develop a Military Spec focused device and acquire a Contractor and Government Entity (CAGE) Code for it's PRODUCTS.
12.0 Expand ODIS engineering team.
13.0 Procure additional equipment required for the continuing development of POET on a speedier and more efficient basis.
Numerous reasons to be patient and long on this incredible technological development path.

welshterrier 5 1 mei 2012 09:23

jammer dat de koers weer wegzakt, Seven

[verwijderd] 1 mei 2012 13:23

Hangt ervan af hoe je er tegenaan kijkt. Als short-to-mid-term trader kan deze tijdelijke achteruitgang een probleem opleveren, maar ik heb een lange termijn visie en profiteer van deze zwakte. De inkomsten van OPL zijn van $1.7 mil in 2010 naar $5.9 mil gegaan in 2011, wat op zich een gigantische verbetering is, alleen jammer dat ze 2 éénmalige write-offs hadden. Eén van een inventaris afschrijving van oude(re) materialen en één van een solar farm die ze hebben in Spanje. Het enige voordeel is dat die éénmalige kosten niet zullen terugkomen in 2012 en dat ze nu een nieuwe start hebben. In het eerste kwartaal hebben ze een 4.6MW solar tracker deal geboekt en dat zal de volgende kwartaal cijfers weer opkrikken. Nog een andere reden waarom ik optimistisch ben is dat ze in april een revolving LOC van $5 mil hebben afgesloten met TCA, en TCA doet dit enkel met bedrijven die het geleende geld in een korte tijd kunnen terugbetalen. TCA heeft als DD de order boeken van OPL kunnen inkijken en op basis daarvan hebben ze een deal gesloten met OPL. Zonder een vooruitzicht op korte termijn inkomsten was TCA nooit in zee gegaan met OPL. Alhoewel wij niet de luxe hebben om order boeken in te kijken kun je hieruit toch een grotere mate van zekerheid uit afleiden...

welshterrier 5 1 mei 2012 13:45

thnx voor de info, ga het verder volgen

[verwijderd] 1 mei 2012 15:13

ODIS Continues Work with NASA Phase II Development Contract:

Breakthrough Optical Code Technology Continues to Influence Air, Space and Commercial Advances.

SHELTON, CONNECTICUT and TORONTO, ONTARIO--(Marketwire - May 1, 2012) - OPEL Technologies Inc. (TSX VENTURE:OPL) and ODIS Inc. (collectively "OPEL" or "the Company"), a semiconductor device and process developer and, a leading global supplier of solar tracker systems and other solar related products, announces after months of intense specification review ODIS has officially received a follow on development contract with the National Aeronautics and Space Administration ("NASA"). The Phase II Award is for $750,000. After an evaluation of the successful research and development progress in the Phase I Award, NASA's continued acceptance of ODIS's POET platform as a preferred method to develop Optoelectronic infrastructure for RF/Optical phased arrays led to the decision to issue the Phase II and carry on with POET development and association with ODIS.
Next generation sensors in space require both optical sensing in the 1.0 - 1.5um waveband and mmw sensing at 35GHz. Normally, separate emitting apertures are required for the optical and RF functions. ODIS will develop the Planar OptoElectronic Technology ("POET") to combine the RF and optical transmit beams for phased array sensors into a single monolithic circuit, with each circuit providing a pixel of the RF array. When multiple circuits are produced on a single wafer, a phased array sensor is realized monolithically. POET will also enable on-chip electronic control of both RF and optical beam steering angles by using differential group delay produced with integrated optical resonators. With the large number of such spacecraft sensors deployed in extended missions, a huge advantage is gained by the elimination of weight and power along with improvements in reliability. The combining of two sensors into the same aperture achieves all of these goals.
Leon M. Pierhal, President & CEO of OPEL, explains, "Although ODIS has a history of successfully receiving SBIR ("Small Business Innovation Research") grants for many years, this Phase II NASA grant builds on the significance of the first award because it indicates NASA considers the POET process integral to meeting their future needs."
"As a reminder, commercial applications may be brought to bear once the device is completed for NASA," Pierhal continued. "Compact electronically scanned phased array sensors with combined RF and optical emission have significant commercial potential in security, aviation and free space optics communication markets. These are active sensors which complement the traditional infrared and visible imagers."
POET (PlanarOptoElectric Technology) is ODIS's new and patented semiconductor fabrication process. The heart of POET is a unique and patented Group III-V materials system that supports monolithic fabrication of ICs containing active and passive optical elements, together with high-performance analog and digital elements. For the first time an economical integration of many optical devices together with dense, high-speed analog and high-speed, low-power digital elements are possible in monolithic ICs. POET allows ODIS to fundamentally alter the landscape for a broad range of applications by offering components with dramatically lowered cost together with increased speed, density, and reliability.
About OPEL Technologies Inc., OPEL Solar Inc. and ODIS Inc .
With operations in Shelton, CT and head office in Toronto, Ontario, Canada, the Company, through OPEL Solar, Inc., designs, manufactures and markets dual- and single-axis trackers and other solar related products for CPV and PV systems for energy applications worldwide. The Company, through ODIS Inc., a U.S. company, designs III-V semiconductor devices for military, industrial and commercial applications, including infrared sensor arrays and ultra-low-power random access memory. The Company has 36 patents issued and 14 patents pending in PV systems technologies and for its semiconductor POET process. The POET process enables the monolithic fabrication of integrated circuits containing both electronic and optical elements, with potential high-speed and power-efficient applications in devices such as servers, tablet computers and smartphones. OPEL's common shares trade on the TSX Venture Exchange under the symbol "OPL". For more information about OPEL, please visit our websites at www.opelsolar.com; and www.opeltechinc.com; and for ODIS at www.odisinc.com.
Dated: May 1, 2012
ON BEHALF OF THE BOARD OF DIRECTORS
Michel Lafrance, Secretary
This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding an outlook. Such statements include, among others, those concerning future applications for POET. Specifically, they include OPEL's statement that "commercial applications may be brought to bear once the device is completed for NASA", and "POET allows ODIS to fundamentally alter the landscape for a broad range of applications by offering components with dramatically lowered cost together with increased speed, density, and reliability."
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, management's expectations regarding availability of capital, and the necessity to incur capital and other expenditures. Actual results could differ materially due to a number of factors, including, without limitation, operational risks in the completion of the development of POET, the ability to attract key personnel, and the inability to raise additional capital. Additional assumptions and risks are set out in detail in OPEL's Annual Information Form, available on SEDAR at www.sedar.com.
Although OPEL believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in OPEL's securities should not place undue reliance on forward-looking statements because OPEL can provide no assurance that such expectations will prove to be correct. Forward- looking information and statements contained in this news release are as of the date of this news release and OPEL assumes no obligation to update or revise this forward-looking information and statements except as required by law.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Source: Marketwire Canada (May 1, 2012 - 8:00 AM EDT)

News by QuoteMedia

canna 3 mei 2012 06:13

Seven kun je wat meer vertellen hoe het zit met die patenten?
ik snap het verhaal niet helemaal.

Ze krijgen niet betaald, maar mogen meedelen in winst van de producten waar de patenten inzitten oid?

bijv dank

[verwijderd] 3 mei 2012 13:32

Wat OPL heeft ontvangen noemt een SBIR (Small Business Innovation Research) Award. Dit is een soort van gouvernementele subsidie die uitgereikt word door de NASA, maar dat kan ook the US Navy of andere instelling zijn die veelbelovende technieken, toepassingen en technologieën subsidieert. Je hebt verschillende fases van SBIR's en die geven de TRL weer, TRL is Technical Readiness Level, en ieder product moet door alle fases heenlopen om uiteindelijk op de markt te komen. Een TRL start op 1, maar dit is een fase 2, dus deze TRL gaat van 4 naar 7, en vanaf 7 tot 9 zijn producten klaar om gecommercialiseerd te worden. Afhankelijk van de duur van het onderzoek, en natuurlijk het succes ervan, kunnen we aannemen dat OPL in samenwerking met de NASA producten heeft ontwikkeld en dan klaar zijn om verkocht te worden. Vanzelfsprekend zal de NASA delen in de winst, maar welke percentages dat zijn, en voor hoelang weet ik niet. Het kan ook zijn dat de NASA spin-offs creëert van een bepaald product, met de patenten van OPL, en een licentie, of meerdere licenties tussen verschillende partners. Dat is moeilijk te zeggen nu hoe dit gaat ontwikkelen, maar één ding staat buiten kijf en dat is dat de NASA OPL heeft geselecteerd... en dat betekent veel! Temeer wetende dat de overheid flink heeft gesnoeid in de subsidies, maar toch doorgaan met het POET Platform van OPEL Technologies. Het hangt af van hoelang deze SBIR loopt, maar meestal is dit een jaar, kan sneller maar het kan ook meerdere jaren duren, maar hoedanook de NASA heeft hoge verwachtingen van POET! Het kan makkelijk zijn dat ze tegen volgend jaar deze tijd al een product klaar hebben...

Als je meer wil lezen over SBIR's of TRL's, in deze DD Collectie die ik gemaakt heb Ihub kun je meer informatie vinden:
investorshub.advfn.com/boards/board.a...

[verwijderd] 4 mei 2012 14:49

There are 10.5 mil Warrants that are exercisable at 0.5 CAD on July 21, 2012

canna 5 mei 2012 06:38

quote:
sevenOdouble schreef op 3 mei 2012 13:32:
Wat OPL heeft ontvangen noemt een SBIR (Small Business Innovation Research) Award. Dit is een soort van gouvernementele subsidie die uitgereikt word door de NASA, maar dat kan ook the US Navy of andere instelling zijn die veelbelovende technieken, toepassingen en technologieën subsidieert. Je hebt verschillende fases van SBIR's en die geven de TRL weer, TRL is Technical Readiness Level, en ieder product moet door alle fases heenlopen om uiteindelijk op de markt te komen. Een TRL start op 1, maar dit is een fase 2, dus deze TRL gaat van 4 naar 7, en vanaf 7 tot 9 zijn producten klaar om gecommercialiseerd te worden. Afhankelijk van de duur van het onderzoek, en natuurlijk het succes ervan, kunnen we aannemen dat OPL in samenwerking met de NASA producten heeft ontwikkeld en dan klaar zijn om verkocht te worden. Vanzelfsprekend zal de NASA delen in de winst, maar welke percentages dat zijn, en voor hoelang weet ik niet. Het kan ook zijn dat de NASA spin-offs creëert van een bepaald product, met de patenten van OPL, en een licentie, of meerdere licenties tussen verschillende partners. Dat is moeilijk te zeggen nu hoe dit gaat ontwikkelen, maar één ding staat buiten kijf en dat is dat de NASA OPL heeft geselecteerd... en dat betekent veel! Temeer wetende dat de overheid flink heeft gesnoeid in de subsidies, maar toch doorgaan met het POET Platform van OPEL Technologies. Het hangt af van hoelang deze SBIR loopt, maar meestal is dit een jaar, kan sneller maar het kan ook meerdere jaren duren, maar hoedanook de NASA heeft hoge verwachtingen van POET! Het kan makkelijk zijn dat ze tegen volgend jaar deze tijd al een product klaar hebben...

Als je meer wil lezen over SBIR's of TRL's, in deze DD Collectie die ik gemaakt heb Ihub kun je meer informatie vinden:
investorshub.advfn.com/boards/board.a...

Ok duidelijk verhaal!
Dankjewel.

Heb intussen wat aandeeltjes gekocht.
Had wat geld over voor iets op de lange termijn, dus kwam goed uit.

Keep it up!!

[verwijderd] 5 mei 2012 23:03

Bedankt Canna en ik hoop dat jouw aandelen op een dag veel geld gaan opbrengen. Ik koop er ook bij telkens ik kan, en zeker ze nu nog zo laag staan, want er zal een tijd komen dat we van die lage prijzen maar kunnen dromen om in te stappen.

Dit bericht hieronder komt van een ander forum maar ik vond het toch de moeite waard om hier te posten...

Patience is required. I have always thought that the license for a military device will be the starting point for this stock moving up to the multiple dollar range. And it could happen when we least expect it. The many hours of due diligence provided for so many months will have been worth it. In the meantime I am ignoring the share price. The payoff will be extraordinary when it comes.

New ODIS staff at UCONN and BAE means they are ramping up development.
Statements of successful development at BAE
BAE Systems successfully continues its independent development of an infrared sensor device using the POET platform. The most recent POET advancements have led to the release of a product technology road map, now available for viewing on the ODIS website.
So BAE are independently developing the IR which is as we know is for a specific product.
ODIS has the new phase 2 SBIR for the RF/optical phased arrays.
And there is the new patent for the Laser Warning Receiver for missile defense. POET has huge advantages in this area compared to existing technologies and they state: This is a core patent from which additional development is expected.
And we have the near term optical interconnection of high speed circuits under development.
The wait is hard but there are lots of irons in the fire. The first military license will start the ball rolling on the share price. The optical interconnect for high speed circuits will be a disruptive technology.

investorshub.advfn.com/boards/board.a...

canna 6 mei 2012 07:28

niks te danken hoor.
ik zit er nu in omdat ik er wel in geloof.
Geduld is voor mij geen probleem, daar ik het op de langere termijn zie.
Ik koop misschien nog wat bij, maar ik ga zeker niet all in.

[verwijderd] 6 mei 2012 11:22

OPL is voor mij ook een Long Term investment omdat het potentieel echt buitengewoon is op langere termijn. Er zijn tig van voorbeelden van bedrijven die in de begin jaren in een laag trading channel zaten maar naarmate ze meer verwezenlijkte is hun aandeel door het dak gegaan, en ik denk dat OPL zo'n bedrijf is... mits geduld.

Alhoewel ik optimistisch ben probeer ik het ook levelheaded te houden en zal ik het niet nalaten om over de 'slechtere' punten te praten, zoals in dit bericht...
investorshub.advfn.com/boards/read_ms...

[verwijderd] 9 mei 2012 15:05

OPELF is now upgraded from the Grey Markets to Pink Current on OTC Markets:

www.otcmarkets.com/stock/OPELF/compan...

h980577. 9 mei 2012 19:23

Dit artikel zag ik nog nergens staan en kwam ik tegen bij mijn zoektocht naar GT Advanced info:

www.altenergystocks.com/archives/2012...

Succes!

[verwijderd] 9 mei 2012 20:31

Bedankt h980577 om dit te posten, maar dat artiekel was mij bekend toen het uitkwam enkele weken geleden. Ik dacht dat ik het hier ook gepost had, maar kan me vergissen daarin. In ieder geval ben je welkom om andere links to posten die met OPL te maken hebben als je die ergens tegenkomt.

Greetz ~7~

[verwijderd] 10 mei 2012 23:38

www.stockhouse.com/Bullboards/Message...

canna 11 mei 2012 16:48

Volg het aandeel ook nauwlettend.
ik heb intussen genoeg ingelezen om het potentieel van dit aandeel goed in te schatten.

ik heb dus nog een plukje bijgekocht!

[verwijderd] 11 mei 2012 18:01

Connecting the dots: Conergy, China and Opel

A Chinese company will acquire 30% of Conergy
www.pv-magazine.com/news/details/beit...

OPL has a connection with Conergy
finance.yahoo.com/news/OPEL-Solar-Tra...

Opel has megawatt contracts in China.
Conergy has done projects before using Opel trackers.
China is buying 30% of Conergy.
Opel has bids in on $1 billion in projects.

But there is more;
An investment bank has been selected in Sept 2011 and they usually work 6 to 9 months to establish a monetization process... WE ARE IN MONTH 8 NOW!

SOMETHING in Opel's books convinced a finance company that has a record of loaning to successful companies to give Opel a line of credit for $5 million. Something in Opel's books that we did not see on the 2011 fiancial report (but will in the Q 1 report coming up very soon. (and the 2011 report got the write offs out of the way).
And the SP is starting to move up.
Oh yes, and Opel is getting new equipment to speed up the POET validations.

Also the Pellegrino Valuation report said that it would take 12 to 18 months before POET would be ready to commercialize. Pellegrino said that in March of 2011, so we're past the 12 month and in the next few months we could see a big contract coming for OPL.

Do your own DD & decide wisely...
investorshub.advfn.com/boards/board.a...

PS: Spread the word if you like what you see ;-)

[verwijderd] 12 mei 2012 16:18

OPL's recent solar contracts:

www.epoverviews.com/articles/visitor....

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