What if we had those “big orders from big names” and no clue how to deliver?

No fancy customer order will move the needle as long as we don’t know who will be manufacturing what and under which agreement.

I believe a major part of our SP-issue is the perception that POET is totally dependent on a Chinese JV with a Chinese partner in the lead. Specifically in the US this may be frowned upon. And POET will only benefit marginally from the JV’s revenue unless they sell part of the JV on the Chinese exchange, which in turn will limit their share...

It’s the 400G (plus) products for western customers that is supposed to be the breaktrough both in customer names and in revenue for POET (not for the JV). Everyone knows we’re fablight but most of us seem to ignore this fact.

So: who will build the stuff and what margin will there be for POET? Without an answer to this even the loftiest order projections are meaningless. I strongly believe Mgmt is busy shaping arrangements in this respect. Without this in place what orders may be hoped for and which major player can be expected to commit themselves? In what production partnership will they trust? Or will we give up the fablight approach and buy our own manufacturing? If so, how will it be financed?

Only certainty about production schemes will also enable investors and analysts to start calculating. At this point in time we are completely in the dark, with or without “big names, big orders”,  so don’t put the cart before the horse.

Just my thoughts

Cheers!

Germiston