I believe the story will unfold at the OFC next week. Those prior news announcements and other achievements will come together quickly as DD starts to take place. Remember Executive management will be be meeting with journalist and industry analyst during the conference.
There is meat on the bone now so to speak. POs are nice to have but not entirely necessary. You don't need to be a financial expert to see the valuation is way off here. The demand and servicable market is huge and Poet offers the best solution. Where do I sign?