Dear fellow investors,
Hard times even for the toughest longs among us, myself included.
As a company being a potential customer of POET, I would also fear to place orders with POET given the current financial situation and share price.
However, the silver lining is, in my opinion, our deal with Celestial AI. It seems that POET's technology is a crucial part of the architecture in Celestial AI's system. If POET fails, Celestial would also fail. But Celestial is backed up by some serious money, deep pockets, big fish investors who would certainly not gamble their money.
That leads to following potential scenarios:
* Celestial / Koch don't like to see POET failing, and will be part of the financing
* Celestial / Koch sends some money for their orders before the goods are delivered to pump some fresh liquidity in POET
* Celestial / Koch bets on buying out POET, but in this case they risk to get into a bidding war with other potential buyers, and it is not guranteed they will catch POET
Time will tell, fingers crossed this blood bath will finally come to an end. Good weekend to all of you.
...and please, stay friendly and positive here on the board :-)