I just listened to the 20 minute conference:My thoughts.

If someone is listening to Poet's development for the first time with this Virtual conference, I feel strongly that they will be very impressed.

    TM explained Poet's optical process, I felt very well with the accompanying slide show.He also highlighted quite nicely the necessity of our product and that it can be done at a wafer size. (500 per wafer.)Which reduces costs immensely.

   The new people that Poet has highered sound like they have very impressive resumes. 

    To go into the OFC with a year high, I feel will motivate new investors to take a position in FOMO.

  I know there was no mention of this in the conference but because this  market is so huge and there are so many verticals, I would not be surprised if a big player or players will make an offer to buy Poet outright.

   IMO,

Zax