https://www.sedarplus.ca/csa-party/records/document.html?id=ae47f4b321a6da6df6e2541492e27bdb19d43a9b47203ea1a2d9fbf88dca4c64

This document contains information on SPX that I have never seen before. VERY interesting. Financials included. 

It seems the 'ownership' of 800G optical engines is still TBD and that POET has not yet decided to grant SPX those rights. Right now, the 800G Tx evaluation boards are being produced at a Singapore pilot line. POET (not SPX) expects revenue from the 800G engine samples. 

Much to digest in this document. All should read it to completely understand what they're invested in. Page 9 of the document (page 14 on the PDF) is "Business of SPX" and contains detailed information. 

To me, and in my opinion, I am seeing a distinct pivot away from SPX which should be seen as a positive. Still, some tough roads to navigate in the next ~12 months. 

POET management must do everything in its power to not allow SPX the rights to 800G engines.