Most probably world markets are gliding into a recession - the cat.

Poet is not a cat but a sleeping lion, a loaded spring and no bounce.

I can see little turn over to lose, no dividend to be stripped.

A low profile fables tech company with a nice financial cushion. Possibly the overall potential for optical transceivers could shrink a bit, but this recession will enforce the use of the best low-cost solutions - and it seems this is our POET-OI.