Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Some thoughts . . .

1. I sense from the release there are NDAs underway with several partners across various verticals - just a hunch. Related to this is that Poet wants all/most of their verticals signed on before releasing any statement about any partner - or - that the current collective silence on this front is what some/all partners have asked for. The 'exclusivity' part makes me think that.

2. Therefore, once the NRs on partners and/or revenue start, there will be a steady diet of them to follow as several here have stated.

3. Probable scenario - Partners and revenue NRs released to test the SP waters for NASDAQ uplist. Improbable scenario - If no sustainable SP, RS will happen.

4. Interim office space whilst looking for permanent office space speaks of the certainty that the technology is proven, feasible and scaleable. Permanent office space will be a substantial space, not just a hole-in-the-wall office front. You don't make that kind of effort or spend that kind of cash if you are unsure about your product.

As mentioned by others, Poet is classically under-promising and over-producing....my kind of company.

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