not enough to get them trough the upcoming revenue?

That is not really any different than what was already understood. They will need increased revenue in the form of sales and/or NRE to avoid going to the market in 2018. Or to have a share price high enough to have the warrants exercised. No need to panic the cupboard is far from bare. The R&R report makes reference to the potential that POET may issue debt to develop the full blown transceiver but in the past I have postulated that the market for the sub optical assembly has a much higher ROI at 70% so why be in a hurry to spend more money?

Time will tell, Now let’s hear about the India RFP!