All this nonsensical talk about voting a BoD member off the Board just to show some "retail investor muscle' is :-

1.0  Very dangerous

2.0  Shooting blind

3.0  Could have a very negative impact

We have come a long way since those terribly frustrating delays; the export licensing issue and Epi supply. Both of these delays were not the direct responsibility of Senior Management. And these delays have been "course corrected" so now is the time for POET to deliver.

Forcing any change in the Senior Leadership, at this point in the journey, could inflict catestrophic damage to the strategy and our investment potential. We do not have the luxury of sufficient cash on hand to absorb any change in corporate strategy. We must wait for the current strategy to monetize.

The 100G transciever opportunity is a massive addressable market; prototypes are out with potential partners / customers and POET is production ready ... NRE must be very close.

As for the AOC market, if these are to be commercially available in the later part of 2018, then those partners and NRE must also be very close. 

All POET needs in Q3 is 1 (one) partner from each of the 100G transciever and AOC verticals, and approx $8M USD minimum NRE, and POET will have enough cash, at current burn rate, to last until the end of 2018. $8M USD NRE is peanuts in this Tech space. I would expect the combined NRE to be greater than $8M, but I am referencing that amount from a liquidity runway perspective.

POET also maintains that the company will be EBITDA + by mid 2018, so evidently the burn rate will deminish, furthering the cash runway.

POET can also call in the warrant money, post big news; there's $18M CAD to be un-locked.

At this stage in the game, it should also be relatively easy for POET to obtain a $10M USD Operating line of credit (LOC) if necessary. They obtained one before when they were years from commercialization. Commercialization is now imminent, so a LOC would be a no brainer, once a major partner / customer is announced; if needed.

POET has been a major investment for me, and will remain so.

I vote for all BoD to remain; let them execute.

Any other alternative would be madness at this stage.

Q3 should / must be very eventful for those long on POET.

ST.