lumenge: My point is, it does not take a big name to obtain a great valuation, it takes great products. POET has that covered.

Good point, fully agree. And while we might never know who that big North American name is, it is good to see we obviously have won their tender:

Great, isn’t it? However, if this fact alone isn’t sufficient to propel the share price, we will have to wait for the associated revenue to precipitate in the financal statements.

Let’s see: Production start in Q4/2021 means customer pays bill in Q4/2021 or Q1/2022. In the former case, we should see a jump in revenue in the 2021 annual report, due by the end of April 2022. In the latter case, increased revenue should be reported in the Q1/2022 financial statements, due by the end of May 2022.

Well, of course I hope we’ll get updated much earlier than that. Anyway, I am expecting a more or less steady increased in the share price until then and beyond, subject to the JV coming into fruition and being able to deliver the ordered quantities.