Re: "But, having $8M soon, and another $18M ideally by end 2019, means POET can address more needs faster. That is why I think we haven't yet seen indication on how exactly the money will be spent. Some is for the current customer, some is to be saved for supply chain readiness and research in Ottawa and Singapore, and some for new biz development."
Don't forget that a large chunck of the $8M will be used to pay off debt, as far I am aware.