I can see some more "sensing parts". They should have an interesting market, but compared to the optical interposer I see this as a side business with lower volume but excellent margins.

So,

let us take a look what we have now - compared to last year:

Since the announcement of the cooperation with Silterra we have

- a bunch of additional highly qualified staff at Denselight working hopefully eagerly to forward the optical interposer and ready to ramp up production inside DL-fab and external e.g. at Silterra.

- a sales team with excellent connections to the market.

- internal qualified prototype(s). 

- 13+ interested customers are willing to throw money at poet so they can test custom-designed prototypes in their own designated environment.

- and most important: No dilutive financing at the horizon!

Last year we run up from 0,22 to 0,78 CAD before POET announced the financing.
This year we started at 0,30, and the situation looks even better to me...