Thanks to Rainers recording of the AGM. Watch the video from the summary links below and form opinion for yourself on the current status.
I still see lots of uncertainty on the "when" and dont expect significant sp increase for another year because:

• Release of product is great but still dependent on customer's own developement of their product
• No mentioning of any dollar value other than emphasis on $150mil over next 3 years

Welcome any rebuttal on why I'm wrong

• 15:48 Expect to ship product for revenue Q4 2023
• 16:26 SPX IPO 2026/2027
• 17:10 JV believed to worth over 200mil next 2 years
• 19:15 400/800G, production early next year
• 20:10 product ready but still waiting ADVA to complete their module and production
• 21:00 Product road map 
• 23:40 Major announcement YTD
• 24:15 "initial PO" sample quantity
• 24:47 CAI PO for supply next year
• 25:20 expect more customers next 2 quarters
• 25:45 11 "projects" with 7 "key" customers combined 150mill 3 years…
• 29:50 acknowledgement of geopolitical issue, JV outside china needed
• 32:27 financial snap shot was shown for one second…
• 32:30 summary only shows 150M estimate over 3 years, revenue to begin this year but no specifics
• 34:45 product ready but dependent on customer readiness and delays
• 37:20 poet explanation of ATM
• 39:27 poet explanation of ATM intention in the next 12 months
• 42:29 poet explanation on financial health in the next year, several non-dilutive means to raise capital explored
• 44:06 ADVA and fibertop status, poet revenue dependent on customer readiness
• 45:20 poet acknowledgement on the schedule uncertainty and dependency on customers readiness
• 46:46 poet on institutional interests
• 48:35 poet response on how to increase sp
• 49:45 poet claiming sp is up 40% YTD…, outperformed many microcap…
• 50:43 poets response on what current valuation should be…
• 51:00 poet response on expectation of insider buying warrant exercising…
• 51:51 poet response on buyout
• 55:34 poet response on largest near term revenue opportunity, question of when…