"if they can document a large order, a loan could be obtained. NRE is a  possibility"

Sure, if they can document a large order, that would be great, and Poet would be in a completely different position -- as would the stock price!  The larger the order, the larger the stock price.  However, that, unfortunately, is not where we are today.   The 4th quarter results and the annual financial statements were released on Mar.17th last year.   If they use the same date this year (Friday), we will know more, exactly a month from today.