Thank you andech1 for sharing your insight for T4.
I sure appreciate that Poet wants to avoid dillution.
I'd like Poet to state they have enough money to go through the sale of Denselight. With the investment they probably had to make to expand production (like the equipment they put at SilTerra last year), we don't really know Poet's cash position.
We must make sure that we're not at risk if Espresso pulls back the credit line (for clauses that Poet might not meet in the coming months). I have been there in the past with a company called Samsys.
Don't get me wrong, Suresh gives me no reasons to doubt his risk management ability, I would just like little bit more clarity on the current financial situation.
GLTA