Morning Star: ... and vol. manufacturing begins for this customer in the second half of 2020.

The wording was vague like "We anticipate the initiation of high volume shipping" or something like that. What is initiation? To me it sounds like POET will make an offer to their customer at least, the next steps will be recieving an order, production, shipment, payment.

The timing is in the hands of the customer, so they can´t promise very much.