I'll answer that question this way :

We have industry veterans / insiders as our Management team leading the charge.

The Management Team left platinum professional roles with platinum job security to join tiny Poet Technologies.

Since Suresh + Subhash joined POET as CEO and COO respectively, we have seen significant developments in the Monetization Strategy and execution of that Strategy.

The supply chain is essentially in place : T-CAD (Synopsis), epi-wafers, foundry etc.

The technology works, it was proven in the lab.

Now it is about proof points of what worked in the lab (on 20 year old equipment I''ll add) is transferrable to high volume, state-of-the-art commercial production facilities.

Management have stated publically that results are "promising".

Suresh stated that 2016 will be a "Breakout" year for POET.

There are 4 separate (if I counted accurately) discussion / negotiations that are in 'advanced stages' as per the February conference call update.

One of those has already been announced : A*Star

The others are to follow and we are informed that these come with NRE payments.

When Management announce the first NRE deal with a global name, this investment will light up. No doubt in my mind about that.

So yes, I do believe the sun is about to rise.

I think the sun will start rising in Q2, and we'll need very dark sunglasses sometime in Q3.

The future is bright, the semiconductor future is POET.

ST