Ms. Ende arrived at POET just as the company is going through Beta qualifications of its products.

She is the Chief Procurement Director of Arista, overseeing that company's supply chains.

Why would she accept the job? Isn't it obvious that Beta qualifications is going well enough that mass production ramp is being planned, and Ms. Ende is there to ensure there's no hiccups along the way?

My speculation: Arista is qualifying POET's Beta products, and the products show enough promise that Ms. Ende arrives to make sure POET can supply to Arista in volumes (aka millions of units).

We already know the economics of POET's engines from one of the recent reports from Zacks. If my speculation on Arista turns out to be true, POET will be a billion dollar company at least.