The boss's integrity will be tested since the strategic investor is Ray Tech / Unicomp which is related to the MoU. We should be expecting the MoU to progress towards agreement - either distribution or mfg. It will be pure speculation if both parties fail to make progress in the MoU while pp deal has been completed.

Data comm and automotive segments showing good numbers from the last qr. For automotive, One qtr revenue in Q1FY26 is equivalent to full year revenue for FY24 and FY25. A successful testing and qualification for Poet's optical engines incorporating custom designed FAU will not only contribute to Natgate's revenue but also open up opportunity for other customers in the photonics/optical industry.

all pp will create dilution whether we like it or not. and in this case, a 10% dilution. the only thing that we can do is to measure how much the company earns in return based on 44mil capital raised from the pp. the pp doc mentioned that ~19mil will be spent for mfg facilities expansion within the first 6 months. 10% of 44mil is 4.4mil and not too much to set an expectation of additional 4.5mil annual net profit on top of fy25 annual profit baseline. That will give you a min of 21 mil annual profit as the expectation. Anything less than that will not be good due to the dilution effect. These are just my personal opinions, could be wrong. hope it helps.

its a tough one as I am holding QES and my inputs can be biased, undertaker :) Its a positive news. I have mentioned 6th floor before this as I have always believed that is how much its worth at the minimum; mid of 6th floor if you will. Can be higher based on the last q1fy26 results and depending the execution/delivery of the orderbook in current fiscal year. A new investor buying in at 0.53 now is not too bad of a decision as its not that far away from 6th floor; upside opportunity for existing shareholders and new investor / win-win. This pp is unusual as its not the usual pp where company raise funds for working capital / clearing debt. QES has 125mil liquid cash, in net cash position and why bother raising funds ~44mil. Its obviously to facilitate the entry of strategic investor; Ray Tech / Unicomp.

Two perspectives, philip (1) its a good news for Empire but the bigger question is where did the 300mil capital for the redemption come from? This is the most important question for GenM shareholders; the minority shareholders should ask. I have shared previously that Empire is in the process of refinancing with Wells Fargo for credit facilities. I am not sure whether this is the option that is being used to fund the 300mil capital for the redemption or GenM providing the capital for the redemption. (2) positive for GenT shareholders :) Empire becomes debt-free. The US assets listing prospect becomes brighter. A debt-free assets can fetch higher multiples if you will. As Is - Gent's conglomerate discount is more than 50% and a successful US assets listing will unlock the value of GenT.

The company has been reporting mediocre gains for building materials segment despite favorable industry trends in the past; <2% margin. Last qr was the first one with close to 5% margin after so many qtrs.

Not show face in the media. Deliver the customer orders timely so that it is reflected in the qr results :) converting contract liabilities into revenue

yup. as usual, need the boss to show the results. q2 and q4 are typically strong qtrs. the growth story - (1) medtech orders (2) MoU for the x-ray inspection system. Manufacturing contract will be better due to higher margin while lower margin for distribution.

the ball is on the bosses court. the company will make money consistently as long as RPTs are kept at the minimum/in check.

strong