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.”

The question comes to mind. If the customer pays wages, materials etc. directly to support R&D for design-in efforts by POET would that be a means to avoid disclosure until the customer was ready to have that work known? 

Also work covered under NDA can only be disclosed by agreement with the customer.

TM has spoken in very definite terms regarding NRE this year and this statement is made in the report:

POET has presented NRE proposals to numerous companies targeting a variety of markets and we await news on at least three agreements in 2020. We expect the company to generate a few million dollars in revenues from these proposals.