Jack, this part of your post resonated well- "Cash flow positive by second half of 2018 is getting closer every day and for Surresh to make that comment in May 2016 tells me they have deals in place ,I am just surprised it took me this long to figure it out."
I am glad that you have come to terms with this. The negativity on this forum could never seem to accept this fact. This underscores why Ajit could leave and why Suresh was so confident. The delays that happened only affected the short term which probably lead to that lousy financing last October. To me, it is has always been not a question whether POET could do this or not, but can they outlast any further dilution so that longterm shareholders don't get diluted out and only get bread crumbs to eat. I think we will have loaves of bread and that our time horizon was longer than anticipated, but I feel, like you, that the reality of a positive material change for this company is getting very close. The worse of the navigation is behind us and the fruits of patience leading to our ultimate reward is nigh. We have come too far now not to expect this reality. I think that POET has had their darts arranged for a "140", but it was premature for them to come out, because of first things, first. In their industry, you got to get it right the first time when you release a platform. Any hestitation as far as informing the market about POET's progress has been tightly held to get it right. The 2018 prognostication by Suresh was to keep longs at ease and not lose sight of what is to come: the fruit of all their labour.
Monolithic