I asked sometime ago during a conference call what the design throughput of the SPX line(s) were. I was told that it is unlikely that that information would ever be allowed to be made public.
That being said I also recall a statement made by TM that by agreement POET sells wafers to SPX at cost but those costs are determined by POET and there is flexibility to make money on the wafers sold to SPX.
What we really do need guidance on is how the advanced optical engines are treated. Are they in some way part of the JV or are they completely separate.
We need to be updated on where the China+1 optical engine production sits.
I was surprised that SPX production facility pics were made public re AOR's link. Maybe someone can identify the tools. My requests for anything associated with the tools have always been met by crickets.
I am happy to see that the share price seems to be consolidating at the current level. My fingers are crossed for the next news release that pushes the share price to new levels. There are more than enough activities taking place to generate news so let's try to relax and let it all unfold.