You may get your chance to walk away at $20.00 sooner than you think. I believe that is a reasonable valuation for POET today. It has been there before, with far fewer near-term value triggers in place and no AI frenzy. 

CAI is likely good for $800M in orders per Zack's Lisa Thompson but that will be a while. 

Foxconn and Luxshare don't play around; they'll be close to that in my WAG world. The rest can also be significant--Multilane, Adva, NA Tier 1, Telecom markets, and whatever else is up Suresh's sleeve.

Round all this to $2B in sales about 2-4 years from now. A price-to-sales ratio of 10/x is within reason for a fast-growing company. So $20B/100M shares gives us $200.00. Not quite $400+, but quite respectable.

Discount for time as you wish. I think Lisa uses a 30% per year discount rate.