Good post Baba and it is that exact sentiment that has the POET's share price where it is. There are probably a few people on this forum and the market who understand what it is that POET is doing (including the technical data provided in the presentations) And for those that understand it is that understanding which provides a level of comfort that many don't have and will default to make conclusions strictly by the optics of the share price. Remember what the market is. 

"The stock market is a device for transferring money from the impatient to the patient."

Development work on silicon photonics began in the 1980’s.

I did a google search for how much money has been invested in silicon photonics. I did not find the answer but the first article I opened was this.

LONDON, March 5, 2018 /PRNewswire/ -- Silicon photonics market to grow at a CAGR of 20.8% between 2018 and 2023
The silicon photonics market is expected to be valued at USD 774.1 million in 2018 and is expected to reach USD 1,988.2 million by 2023, at a CAGR of 20.8% between 2018 and 2023. Rising demand for silicon photonics in data centers and the growing requirement of high bandwidth and high data transfer capabilities are the key factors contributing to the growth of the silicon photonics market. 


Download the full report: https://www.reportbuyer.com/product/3951828 


The risk of thermal effect remains to be a major restraint affecting the growth of the silicon photonics market 

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When you read about what POET offers they do not focus on this key part of the POET solution advantage. Why not? They don’t have to. There is so much benefit to the platform. POET has industries attention. They can see the cost advantage and are in agreement but as Suresh states it is up to POET to prove that they can build these optical engines to satisfy commercial metrics which exceed the standards by the nature of the unique platform. It is a low risk, low temperature, low stress process which is stated clearly in the presentations.

Minimal engineering risks to completion of platform applications…page 4

This statement is not conjecture from someone who does not understand the process. It is well sourced from the people who see it and know it.

Now consider this. Recognise how far has POET come in the last 2 years on a shoe string budget.

That shoe string budget is about to be solved with funding to  bridge this  companies operation and production capacity using a fabless model and will be further expanded by the sale of Denselight.

Industry knows what POET has and it will be interesting to see the market response as  one of the leading partners is revealed when the Special  AGM is announced telling us what we are voting on. At that point in time the rest of the world will know as well. Interesting times ahead as this  is truly a pivot point that people will begin to recognize as  real.

Until then remember this:

"The stock market is a device for transferring money from the impatient to the patient."