This was an excellent find, Guernsey21!

A POET production facility in Vietnam. I can assume that this project is not about a fab, but about packaging and/or production of end-products. They will not start such a project for some DL butterfly modules. I am expecting a high volume production of our AOC. Most of the value chain in Poet's hands... This project could have been the reason for the capital demand causing this awful PO?! 

I think you would start such efforts only if the AOC is in a by far further stage then we all do imagine. Didn't Poet tell us that VCSEL completed would not be worth a NR if results were not surprising? It seems they try to fly under the radar as long as possible. I guess we will see some highly interesting weeks and months now. Cheers!