The current SP does not relate to the prices we will see when the orders are booked and income is within sight. 

The recent tranches of investment in the company reflect confidence in the path and the surety of income to come. 

POET is engaged in a business that has extraordinarily high-profit margins. Add that to the coming contracts with Foxconn and Celestial AI, and it is a wonder that the SP is this low. There is plenty of gas in the tank to drive this stock to much higher levels now, and after as things come into further focus.  

CAI alone may give POET orders as high as $800M. Foxconn is capable of more. What would the stock price be with a $1B order book? Today's prices are just the discounted value due to fear that this will not materialize. What are the odds of that? Even with steep discounts for those odds, and the discount for time to revenues, we are still dirt cheap.