To what numbers and statements are you referring? We have no financial statements for either acquisition as both were private. If you are referring to the $2.5M revenue, yes it is DL alone. And yes management was, I believe, referring to POET including both acquisitions when they talked about the goal for becoming EBITDA positive.
So there are many questions that flow from that goal and the "doubling of output" from DL. All of which I would guess we get more clarity on either at AGM or later in the summer.
Don't get me wrong - I like the plan. I also like to stay grounded - we ran up because once again expectations got too high on this board. I use weak periods in the stock price to accumulate.