u/fuckscerf

Author argues POCI, still only ~$47M market cap, is quietly supplying satellite laser networks, defense infrastructure, and directed-energy optics. The mechanism is a shift from infrastructure build-out to production scale, evidenced by a new SVP of Sales, $1.3M in follow-on production orders from a large U.S. defense contractor, and management signaling a potential ten-year production program with a long-term manufacturing agreement. The stated catalyst is Q4 FY26 results on September 28, with facility and headcount expansion in Massachusetts and Maine. Main risk implied is the company's very small size and dependence on defense contract timing.