Here's an interesting perspective brought to my attention yesterday after the CC.
Why the $10-$15M PO at this point?
Could it be that we are on the verge of revenue growth/ramp up of products and this would be the best time for Poet to get new exposure via a PO in the US and Canada?
Remember what happened after the last PO in early 2014? The share price went to $2.87 in 4 months!
At least this time we have products that are selling, a new supply agreement with Luxmux and Poet prototypes by the end of 2016.
This will be interesting, looking forward to it!