FJ: It seems you may have pinpointed another reason that the share price plummeted so badly, as many in the industry ( technical analysts and potential institutional buyers) may have recognised that Poet's products/plans were not incorporating the "most accepted and adopted component" in their product line.

One wonders if expressions of interest in orders did not materialize  because of the absence of EML's, despite SV's continued  and expressed earlier optimism, which never gets realised.

It appears that it took a  period of time for this EML situation to be fully recognised.

Certainly kudos for the fast reaction time when it was remedied in Q4.

Let's hope that it is now full speed ahead, with multiple and sizeable order commitments from major companies.

The bridge to more ( non dilutive) money must be wearing a bit thin now.

Maybe the party or parties involved were waiting for the last financials that just came out.

All imo.