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: Good Time to Relax

I think relax is a good word for today. Every time POET has released the 20F this has happened. I think people get nervous reading about the risks, but these have always been there, and the traders play games with it. I don't think there is anything new in the 20F that we did not already know about, at least nothing of significance that is a negative. The financials should not be a surprise, they are what we thought they are, and is not an immediate concern. I also think we are putting too much weight on the typo. Read it again “the realignment of all foundry activities may result in some minor delays in the Company's Q1 2017 milestones”, it did not state that things were delayed until 2017, it just referenced milestones from Q1 2017 and was meant as 2016. I do not think that this drop is related to the 20F specifically or the typo, as it was dropping yesterday before the 20F was released, and I don't think the 20F was leaked.

The sky is not falling. News will come when it comes, yes we want it now, but I think it is bad to set expectations about news coming, just setting up for disappointment. If you are long, whether we are at $0.90 or $1.10 now does not matter nearly as much as what news we get at some point in time. This is what will really matter, and I expect something of significance, I just do not know when to expect it, but it will happen, IMO, and then we will be happy. Sure I prefer $1.10 to $0.90, but I also won't lose any sleep over it.

If anything has changed from 2 days ago, please share the specifics as I am not aware of any significant changes. This is all about shaking out the weak.

Good luck and enjoy things that matter!

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