I think it is interesting to look back a year and see how things turned out .
Perhaps it is difficult to truly assess at this time, as we do not yet have clarity from the company on where we stand with orders, contracts and future production volumes.. all of which may still be guarded by NDA's.
Hopefully this year's Oppenheimer presentation will clarify where we are at.
Aug 2021 Presentation extracts :-
Page 20 Customer Engagement : "2 Contracted/3 Finalizing Project Plan/10 requested samples.." (shown in pyramid chart)
------22 Nasdaq Listing: "Several investment banks with respected analysts are interested in sponsoring Poet's listing both in Canada and the US "
-----23 Roadmap: "Continue to expect orders in 2021 for production in 2022"
-----25 At a Glance: "Poet has engagements or contracts with some of the largest Datacom and Telecom Optical companies who represent a sizable market share among Poet's target market segments "
It will be interesting to see if more concrete detail will be revealed in this year's 2022 presentation.