I have been very impressed with all the latest InP developments. And POET is cashed-up.

The Datacom market is gigantic and rapidly growing.

POET have an internally verified + tested disruptive Optical Interposer Platform and product advantage.

The end-to-end supply chain is essentially in place.

We have our first (5th largest in the world) potential customer (Accelink under a MOU).

Yet the SP remains stagnant (at least at this time).

So I ask myself, what will be the guaranteed event that will become our "Blue Touch Paper" moment and light the SP up?

The answer to that in my minds eye is simple; the moment the MOU converts to a Sales Agreement.

Furthermore, I also firmly believe that now we have Acceleink under a MOU, there will be more companies that will follow in Accelinks path, and join the POET party; that is a very reasonable assumption.

So the timing for the first Sales Agreement is the next topic of consideration.

If on track for ROSA in Q1, I would expect to see the Sales Agreement NR sometime in late Q3.

If ahead of schedule, perhaps a little earlier in Q3.

Then there is still the ISRO wildcard .... but my primary interest is the Accelink development.

If ISRO comes our way .... BIG bonus.

Bottom line; I don't think we have anything to worry about. Our investment is in very capable hands (worls class in fact) and we just need to sit tight a little longer.

2019 should be a monster year for us all and I recon we will see the $2+ mark by 2018 year end, following product qualification and Sales Agreement news.

Back to the day job for now.

POET 2018.