It sounds like they will have statistically relevant performance data to report before the end of the year. I suspect they know the numbers already but before they can report them the sampling has to be large enough to make it official.
Data numbers that can be taken to the bank and say here is your proof that POET has the solution that industry has been looking for (for years).
This is what the investment firms need to see. Hard numbers and the production capacity to supply the global demand.
Investors should not have too much difficulty projection their own initial valuations once they see that this POET platform is real based on hard numbers of performance.