lelonstitch: Also - Shouldn't some NRE start showing up in some paperwork soon !????

Not necessarily, and likely not “soon”, whatever that word means. According to the Zacks analysis, the company expects NRE starting in Q3 and could thus show up in the Q3 “paperwork”, which is due 2020-11-30. However, if NRE will come in in Q4, we will have to wait for the Q4 paperwork, which is due in April 2021.

Unless, of course, the company lets us know in advance about such NRE, which is, depending on the numbers, not totally unlikely.

From the Zacks analysis (highlighting by me):

“POET expects that it will book approximately a million NRE revenues in 2020. We do not expect any revenues in Q1 or Q2, but they could restart in Q3 and grow sequentially. It is uncertain how these revenues will be accounted for with the two choices being milestone payments or flat monthly fees over the contract duration. These contracts should be from six to twelve months in length each, but until they are signed there is no way to know. Investors should be informed on some details when these deals are booked seeing how any revenues for a company starting with no revenues would be material, but by contrast to the US, Canadian rules state it must reveal any information that could move the stock, which makes disclosure an art, not a
science.”