MrScan: At this point number 3 on your list is the main culprit. If they can market this properly then we will see the big push in SP. Coupled with the product rollout of course.
I see these desired big orders as a result of all other points. Big players will place big orders if Poet offers superior tech with a reliable mass production and has stable financial prospects. We are obviously not qualified for big orders right now. So we as investors have to keep an eye on what Poet does to improve these issues.
Meanwhile we have to wade through minor orders to prove the promises Poet makes and to rise awareness. Poet has to ship parcels before they ship pallets before they ship containers. And Poet is a candidate for container-shipping if everything pans out. Right now they are getting production ready, so let´s see when the first parcels will leave SuperPhotonics and what that means for Poet´s share price...
We are heading in the right direction, but sometimes it feels we are riding this old donkey with this f++ing carrot...