Foxy,

Based on this this presentation from Aug 2022 four customers were expected to use Poets products for  production in the first half of 2023. Another six customers the second half of 2023.

The concern is nothing has been released to production. In other words our customers have not paid us for large assembly line production as far as we know.

Yes still time left in 2023 to meet 4th quarter sales. But zilch to announce. Even our legacy products I thought would have been rolling out the door. 

And as B&C stated no I would not expect Poet to announce delays on our customers behalf. But I also would not expect every single one of them to have such an issue either?