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LowLow12 Elite	31-Mar-2026 17:42        LowLow12 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Finally rebounded Shag Has been collecting downwards until almost give up. Thank you bbs for pushing up from bottom. Back in the green again Heng Heng. Hope to see 85 cent soon
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SmallSmall Supreme	31-Mar-2026 16:59        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	$0.64 +$0.19 SmallSmall      ( Date: 31-Mar-2026 14:55) Posted: $0.545 +$0.095 MetaOptics (METAO SP)  NOT RATED From Lab To Market: A Metalens Player With Scalable Growth Highlights &bull MetaOptics delivered strong early commercial traction, with 2025 revenue rising 891% yoy to S$0.8m, driven by its first DLW sale. &bull The group is differentiated by its focus on colour metalenses, positioning it to benefit from a high-growth market (five-year CAGR of 75% in 2024-29). &bull MetaOptics remains loss-making and trades at 55x 2026F P/Sales vs peers at 2.4x, with valuation driven by scalability and technology validation rather than near-term earnings. Analysis &bull Semiconductor optics developer founded in Singapore. MetaOptics was established in Singapore in Jun 21 to design and manufacture nanostructured flat lenses known as metalenses, replacing traditional curved optical lenses with ultra-thin metasurface structures. Its holding company was incorporated in the Cayman Islands in 2025, before listing on the SGX Catalist board at S$0.20/share in Sep 25, followed by a S$4.85m placement in Dec 25 at S$0.7255/share. &bull Early commercial traction driven by equipment sales. MetaOptics delivered strong 2025 revenue growth of 891% yoy to S$787,388, driven by the first commercial delivery of its direct laser writer (DLW) to a semiconductor partner in Taiwan. This marks an important transition from R& D to early-stage commercialisation. &bull Vertically-integrated platform supports adoption. The group operates across the metalens value chain, spanning equipment, fabrication and endproducts. This model allows customers to develop, validate and scale within a single ecosystem, supporting recurring demand and customer stickiness. &bull Positioned in colour imaging niche with scalable manufacturing. MetaOptics focuses on visible light (colour) metalenses using glass substrates, differentiating itself from peers focused on infrared applications. Its use of 12-inch deep ultraviolet immersion photolithography supports scalable, high-volume production for mass-market applications. &bull Large addressable market with low penetration. The global optical metalens market is projected to grow at a five-year CAGR of 75% to US$493m by 2029, supported by demand across consumer electronics, AR/VR and automotive sensing. Penetration remains low, indicating a significant runway.
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SmallSmall Supreme	31-Mar-2026 14:55        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	$0.545 +$0.095 MetaOptics (METAO SP)  NOT RATED From Lab To Market: A Metalens Player With Scalable Growth Highlights &bull MetaOptics delivered strong early commercial traction, with 2025 revenue rising 891% yoy to S$0.8m, driven by its first DLW sale. &bull The group is differentiated by its focus on colour metalenses, positioning it to benefit from a high-growth market (five-year CAGR of 75% in 2024-29). &bull MetaOptics remains loss-making and trades at 55x 2026F P/Sales vs peers at 2.4x, with valuation driven by scalability and technology validation rather than near-term earnings. Analysis &bull Semiconductor optics developer founded in Singapore. MetaOptics was established in Singapore in Jun 21 to design and manufacture nanostructured flat lenses known as metalenses, replacing traditional curved optical lenses with ultra-thin metasurface structures. Its holding company was incorporated in the Cayman Islands in 2025, before listing on the SGX Catalist board at S$0.20/share in Sep 25, followed by a S$4.85m placement in Dec 25 at S$0.7255/share. &bull Early commercial traction driven by equipment sales. MetaOptics delivered strong 2025 revenue growth of 891% yoy to S$787,388, driven by the first commercial delivery of its direct laser writer (DLW) to a semiconductor partner in Taiwan. This marks an important transition from R& D to early-stage commercialisation. &bull Vertically-integrated platform supports adoption. The group operates across the metalens value chain, spanning equipment, fabrication and endproducts. This model allows customers to develop, validate and scale within a single ecosystem, supporting recurring demand and customer stickiness. &bull Positioned in colour imaging niche with scalable manufacturing. MetaOptics focuses on visible light (colour) metalenses using glass substrates, differentiating itself from peers focused on infrared applications. Its use of 12-inch deep ultraviolet immersion photolithography supports scalable, high-volume production for mass-market applications. &bull Large addressable market with low penetration. The global optical metalens market is projected to grow at a five-year CAGR of 75% to US$493m by 2029, supported by demand across consumer electronics, AR/VR and automotive sensing. Penetration remains low, indicating a significant runway.
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RODSTEWARD Member	25-Mar-2026 13:48        RODSTEWARD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nasdax listing no sound no picture wonder how  much already spend on NASDAX consultation and those got IPO still 100% profit but those selected lucky group got placement now under H20
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Cadence88 Veteran	24-Mar-2026 16:15        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	why it fell so much last few days?
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dexterderc Senior	24-Mar-2026 15:38        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha okay. Pls make sure u buy alot. SmallSmall      ( Date: 24-Mar-2026 14:58) Posted: Sure.....might as well say $0.10 haha... I believe in charts.  Short of a fraud.....I am expecting a gigantic rebound :) dexterderc      ( Date: 24-Mar-2026 14:09) Posted: Since my tp of 0.50 was reached this morning, I will revise the tp to 0.20. See you there
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SmallSmall Supreme	24-Mar-2026 14:58        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sure.....might as well say $0.10 haha... I believe in charts.  Short of a fraud.....I am expecting a gigantic rebound :) dexterderc      ( Date: 24-Mar-2026 14:09) Posted: Since my tp of 0.50 was reached this morning, I will revise the tp to 0.20. See you there. SmallSmall      ( Date: 17-Mar-2026 13:43) Posted: Your $0.50 is also unrated and plucked from the air.....haha.. It' s easy to talk down a talk when it is not doing well. Focus on the products. Agree it may at present not be worth what DBS says but their metalens propsects are good. Nothing has changed except the market sentiments. Don' t see any bad news coming out from the company
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dexterderc Senior	24-Mar-2026 14:09        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since my tp of 0.50 was reached this morning, I will revise the tp to 0.20. See you there. SmallSmall      ( Date: 17-Mar-2026 13:43) Posted: Your $0.50 is also unrated and plucked from the air.....haha.. It' s easy to talk down a talk when it is not doing well. Focus on the products. Agree it may at present not be worth what DBS says but their metalens propsects are good. Nothing has changed except the market sentiments. Don' t see any bad news coming out from the company   dexterderc      ( Date: 17-Mar-2026 11:45) Posted: Cause it's un-rated. This piece stock is probably worth $0.50 max.
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SmallSmall Supreme	24-Mar-2026 13:50        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to rebound $0.545 +$0.025 RSI way oversold
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moneynoenough Senior	24-Mar-2026 02:46        moneynoenough About Contact  Quote this Post!   Mood: Yells: "ikan bilis "
x 0   x 0  Alert Admin	nasdaq dream .. well is a gud dream wile ot lasted... pooof zheng k runz road sometime ago
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PQTPQK Supreme	23-Mar-2026 17:58        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	drop alot recently... Sgvale      ( Date: 23-Mar-2026 15:27) Posted: Still high Sgvale      ( Date: 17-Mar-2026 15:55) Posted: The Co. only 5 men show plus the boss
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Sgvale Supreme	23-Mar-2026 15:27        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still high Sgvale      ( Date: 17-Mar-2026 15:55) Posted: The Co. only 5 men show plus the boss. dexterderc      ( Date: 17-Mar-2026 14:23) Posted: I was already talking down on this stock since its share price was shooting into the sky months ago. You can go check my previous post on this stock. The company has no prospect if you ask me, and this is coming from someone who is in the industry.
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Sgvale Supreme	17-Mar-2026 15:55        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Co. only 5 men show plus the boss. dexterderc      ( Date: 17-Mar-2026 14:23) Posted: I was already talking down on this stock since its share price was shooting into the sky months ago. You can go check my previous post on this stock. The company has no prospect if you ask me, and this is coming from someone who is in the industry. SmallSmall      ( Date: 17-Mar-2026 13:43) Posted: Your $0.50 is also unrated and plucked from the air.....haha.. It' s easy to talk down a talk when it is not doing well. Focus on the products. Agree it may at present not be worth what DBS says but their metalens propsects are good. Nothing has changed except the market sentiments. Don' t see any bad news coming out from the company
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PQTPQK Supreme	17-Mar-2026 15:34        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	why drop so much recently ? shk363      ( Date: 17-Mar-2026 14:55) Posted: buy on dips
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shk363 Elite	17-Mar-2026 14:55        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy on dips
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dexterderc Senior	17-Mar-2026 14:23        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was already talking down on this stock since its share price was shooting into the sky months ago. You can go check my previous post on this stock. The company has no prospect if you ask me, and this is coming from someone who is in the industry. SmallSmall      ( Date: 17-Mar-2026 13:43) Posted: Your $0.50 is also unrated and plucked from the air.....haha.. It' s easy to talk down a talk when it is not doing well. Focus on the products. Agree it may at present not be worth what DBS says but their metalens propsects are good. Nothing has changed except the market sentiments. Don' t see any bad news coming out from the company   dexterderc      ( Date: 17-Mar-2026 11:45) Posted: Cause it's un-rated. This piece stock is probably worth $0.50 max.
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SmallSmall Supreme	17-Mar-2026 13:43        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your $0.50 is also unrated and plucked from the air.....haha.. It' s easy to talk down a talk when it is not doing well. Focus on the products. Agree it may at present not be worth what DBS says but their metalens propsects are good. Nothing has changed except the market sentiments. Don' t see any bad news coming out from the company   dexterderc      ( Date: 17-Mar-2026 11:45) Posted: Cause it's un-rated. This piece stock is probably worth $0.50 max.. PQTPQK      ( Date: 17-Mar-2026 10:59) Posted: fair val so high from DBS...
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dexterderc Senior	17-Mar-2026 13:36        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Better get out while you still can. Not sure if the company will still be around next year. Old mark is already making his exit plans. RODSTEWARD      ( Date: 17-Mar-2026 13:30) Posted: I cut my holdings at a big  loss because when i saw the placement at great discount to kaki - thats a bad signal and where is the US listing and not surprise if it drop back to cheap placement price
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RODSTEWARD Member	17-Mar-2026 13:30        RODSTEWARD About Contact  Quote this Post!
x 0   x 0  Alert Admin	I cut my holdings at a big  loss because when i saw the placement at great discount to kaki - thats a bad signal and where is the US listing and not surprise if it drop back to cheap placement price
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dexterderc Senior	17-Mar-2026 11:45        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cause it's un-rated. This piece stock is probably worth $0.50 max.. PQTPQK      ( Date: 17-Mar-2026 10:59) Posted: fair val so high from DBS.... Joelton      ( Date: 10-Feb-2026 11:18) Posted: DBS sees potential fair value of $1.80 for MetaOptics &lsquo path to breakeven becoming visible&rsquo &ldquo From breakthrough to scalable growth,&rdquo writes DBS Group Research analyst Ling Lee Keng on the recently-listed MetaOptics. In her Feb 5 un-rated report, Ling has a potential fair value of $1.80 on the semiconductor optics company, MetaOptics is a leading player in semiconductor-style, wafer-level manufacturing of ultra-thin, flat optical lenses called metalens, which enables the mass production of ultra-thin, high precision optical components. &ldquo This differentiates it from traditional glass-lens makers and positions the company as an early leader capable of supplying high-volume consumer electronics and automotive applications,&rdquo writes Ling. The company addresses a &ldquo critical industry bottleneck&rdquo with its ability to leverage semiconductor-style, wafer-level manufacturing, leading to the consistent, high-volume production of up to 30 million lenses per year, which positions the company for &ldquo mass-market&rdquo adoption. Presently, as a sub-five-year start-up, MetaOptics remains loss-making. It recorded $79,440 in sales in the FY2024 and net loss reached $2.34 million, widening from $1.23 million in losses recorded in the preceding FY2023. In the most recent 3MFY2025, it reported a revenue of $52,648 while reporting a net loss of $706,391. Despite this, Ling sees with development agreements secured with leading consumer electronics players and active sampling of metalens modules underway, MetaOptics is &ldquo well positioned&rdquo to scale production and accelerate commercial adoption of its technology. She adds: &ldquo Furthermore, collaborations with NVIDIA and Qualcomm also help to accelerate MetaOptics&rsquo integration into the mainstream product supply chain. We expect MetaOptics to reach breakeven in FY2027&ndash FY2028.&rdquo MetaOptics listed on the Singapore Exchange on September 9, 2025, where it raised capital via a placement of 30 million shares at 20 cents each. Just two months after, the company completed a strategic share placement in November 2025, issuing 6.7 million new shares at 72.55 cents per share to raise $4.85 million. The proceeds went towards strengthening the company&rsquo s capital base and working capital while supporting the scale-up of metalens production amid rising global demand. On this, Ling writes: &ldquo The placement drew participation from both new and existing shareholders, underscoring growing investor confidence.&rdquo The analyst notes that the global metalens market is at an &ldquo early but rapidly accelerating&rdquo stage, with a market size of US$30.2 million ($38.3 million) in 2024. This, Ling adds, is projected to reach US$287m by 2028, implying a compound annual growth rate (CAGR) of 75.6%. &ldquo Growth is underpinned by rising demand for miniaturised, high-performance optical systems across consumer electronics, IoT, automotive, and industrial sensing, where conventional multielement lenses are increasingly constrained by size and performance limitations,&rdquo writes Ling. Another driver in metalens is the global camera modules market, where according to a study by global growth insights, was valued at about US$77.6 billion in 2024 and is projected to grow to over US$420 billion by 2034, implying a robust an about 18.4 % CAGR, driven by demand in smartphones, automotive systems, augmented reality (AR)/ virtual reality (VR) devices, and internet of things (IoT) imaging applications. &ldquo On the AR/VR front, research firm IDC forecasts AR/VR headset shipments could rise from an estimated 6.7 million units in 2024 to 22.9 million by 2028, driven by more affordable designs and artificial intelligence (AI) integration in smart glasses and headsets,&rdquo writes Ling. Global smartphone camera module shipments meanwhile exceeded 2.5 billion units in 2024, driven by multi-lens configurations and higher imaging requirements in consumer phones. Additionally, the smart glasses industry &ldquo alone&rdquo recorded 110 % y-o-y shipment growth in the first half of 2025, to which the analyst notes highlights an &ldquo accelerating interest&rdquo in wearable optics. Beyond this, Ling sees that MetaOptics has secured development agreements with leading consumer electronics players and is actively sampling metalens modules, which signals &ldquo early industry validation&rdquo . She writes: &ldquo Backed by the Agency for Science, Technology and Research (A*STAR) as a minority equity investor, providing capital and access to research and production facilities, the company is well-positioned to scale production and accelerate commercial adoption of its metalens technology.&rdquo With this, Ling believes MetaOptics has the &ldquo potential for multi-fold revenue growth&rdquo over the medium-to long term as development agreements with leading consumer electronics players convert into commercial production, likely from 2028 onwards. Assuming a long-term revenue target of above $100 million, and applying an around two times price-to-sales ratio (P/S) multiple, in line with the average forward P/S of of around two times for the &ldquo closest comparable universe&rdquo within the smartphone and consumer electronics segment, Ling views her fair value of $1.80 as &ldquo reasonable&rdquo . In the FY2025, she expects MetaOptics to post a surge in revenue to $715,000, primarily driven by robust equipment sales. Growth momentum she notes is projected to accelerate further in the FY2026, with revenue to double y-o-y. &ldquo This reflects the company&rsquo s significant growth optionality and early leadership in scalable metalens manufacturing. We believe this valuation appropriately balances execution and profitability risks against the company&rsquo s strong growth outlook, improving revenue visibility, and long-term operating leverage as scale benefits begin to materialise,&rdquo surmises Ling. One key risk noted by her is that MetaOptics is &ldquo highly contingent&rdquo on securing revenue-generating contracts from on-going engagements with potential customers. As at 4.56 pm, shares in MetaOptics are trading three cents up at $1.13.
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