You're absolutely right . We have IP's to sell and, apart from what we can develop in our new lab, we need someone else to manufacture it. This is what they refered to in the last news release

The company will be establishing relationships with one or more industrial partners looking toward jointly adapting Poet to commercial scale III-V implementation. Alliance partners will provide key input including intellectual assets, technical staff, manufacturing capability and foundry resources. In addition to optimizing device parameters and yields, a near-term goal will be to establish comprehensive design rules and a device parameter library for Poet, which will proliferate licensed designs in a Poet device ecosystem.

So, I too think that maybe this guy really hasn't much to offer but Kron, a great effort trying to get some imput from knowledgable people. You may get lucky and get the right people to respond.