I'll respectfully disagree, Oz. My own call would be when it is shown that the OI can be mass produced at essentially the cost that Poet is expecting.

Other people would be more strict, and wait for actual orders leading to revenues. Turning a profit early on is not important- but projections re break even and beyond would be very helpful in getting Poet out of the speculative category for many of the 99.98% of investors who have never heard of us. 

I do agree that for many here, Poet is not currently considered speculative. Perhaps that's the answer to the disconnect between the potential and the current market cap.