$POCI- The Aerospace/Defense Scale Up Behind The Scenes ( Timeline)
In the last couple months, I have made two posts on Precision Optics. There is almost no coverage on this stock, so it shouldn’t be hard to find them.
Today, we saw $POCI announce the receipt of an initial $50,000 development order from a U.S. space technology company developing a new satellite constellation. The order supports early engineering work on laser communication subassemblies intended for use in Optical Communication Terminals (OCTs) on the customer’s satellite systems. This engagement represents the Company’s second satellite customer.
Most will see this headline and scoff at a low number like 50k, but the real story is in the last 12 months, and the next 12 months. What most don’t realize, is that last quarter, the ONE satellite customer made up 41% of total revenues. We just acquired customer #2.
Now, we’re starting to see why the last year has felt quiet— and that’s because they’ve been preparing to scale operations in basically every way imaginable.
Here’s a timeline for everybody:
Feb 2024- Earnings call: CEO Joe Forkey mentions satellites, drones, laser weapons as target growth pillars
April 2025- Planet Microcap: CEO Joe Forkey mentions moving from micro components towards complete Optical Communication Terminals / In talks with multiple satellite companies
May 2025- PR: Entered 8 year lease agreement for commercial space in South Portland , Maine
June 2025- PR: Expands to larger headquarters in Littleton MA to expand production capabilities to keep up with backlog and find new engineering talent
September , 2025- Lytham Conference: Announced record backlog of $18m
March 27, 2026- closes $10.7M
public offering, eliminating debt covenant and capitalizing operations for facility equipment and production scaling
May, 2026- Earnings call: prints massive revenue, positive adjusted EBITDA swinging 120% YoY , 3 new medical programs,
August 2026- PR: announces Peter Thier as Senior Vice President of Sales & Marketing of $POCI to accelerate market outreach , specifically around the new segments
August 2026- Lytham Conference: CEO Joe Forkey discusses efforts to approach new customers/ looking for long term defense contracts. Stresses sole source/ longevity of all programs,
August 2026- Indeed : Precision Optics Posts 8 different job hirings
September 2026- 1.3M Defense order + New Satellite customer
September 24- Earnings call : ?????