The bigger the prize the bigger the games. In my opinion the Institutional Investors who have bought in the open market have just started dipping their toes in. Until they have their fill they will not want the share price to have a sustained rally. Of course based on POET’s success at 800G transmit and receive and above which has attracted the adoption by the biggest industry players POET could put out news at any time that changes all that. 

It is a new time for POET and a new future is in sight. So people trying to measure past performance and equate it to future success is a fruitless effort.

Despite the technical success of POET’s solutions at 100G - where they showed performance and cost that are superior to the market incumbents - it was simply too little and too late.  They did not think or expect that they would have such a modest adoption of the technology at that node.  One could say it was a mistake to spend so much time and energy on 100G - and that they should have focused on 400G.  But that is all hindsight at this point - and today they know the market is at 800G and they have taken  all of the cumulative learning and targeted it squarely where the demand is.  

We were skating to where the puck was -- but we were also learning how to skate.  Now we are skating to where the puck will be.

The above statement is past tense. A new statement should be read as we are skating towards an open net and we are going to win this game.