The POET May 2016 presentation states:

Path to EBITDA profitability in 2018.

There is no argument about DL losing money is there? I thought this was already understood. In terms of the GaAs as Suresh points out they need someone with a GaAs facility and a long view. An example of this might be what the Cookie Monster pointed out today re the India RFP.

The installation of the technology to SCL is planned to be completed within two years.

Thanks goodness that POET have the new technology platform and have been ramping up that facility to move away from low volume custom InP to build high volume 100G products.

And from someone who actually works there:

Process Engineer

Company NameDenselight Semiconductors Pte Ltd,Singapore

Dates EmployedAug 2016 – Present

Employment Duration1 yr 3 mos

• Plan production schedule, operate and troubleshoot process related issue, getting target output 
• Conduct failure analysis on products and provide feedback to product engineering for design improvement
• Improved production yield and cycle time by 50% and reduced production cost by 30% through applying Six Sigma
• Communicate with NPI team and wafer processing fab to provide growth support for R&D products
• Track and plan on materials inventory, reduced downtime due to insufficient materials from 20% to 0%
• Liaise with vendors on sourcing, delivery schedule and expediting to ensure sufficient inventories.
• Collaborate with procurement and finance departments to streamline procure-to-pay process