OK I will try to explain myself again. Getting the right message across can be a really difficult thing. This is why it I believe it is so important for POET to schedule a conference call as soon as possible.

Let’s say worst case scenario POET needs to raise money in another public offering. I don’t believe this is required but if it is I doubt they would have to do this immediately at anything near the current price. The market cap of this company right now is $85 million. They have projected 2019 revenue to be $50 million…slide 15 of the Sept innvestor presentation (*Serviceable Available Market (SAM) based on forecast shipment data and expected pricing for POET Optical Engines). I think we can assume that this revenue number was built on achieving targets that existed when those projections were provided in Sept. So right now at this point in time they appear to have achieved the milestones that would support that projection and then some because new product development is now part of the pipeline.

What they need to do is convince the market that they are confident that they can meet that target. In order to do this they need to provide an update on the capacity and expected output. In other words provide insight into their ability to build products and provide insight in what their customer’s expectations are for delivery of products.

So if this company is able to do this effectively starting with a conference call so that we can hear the confidence in the voices of Suresh and other senior management then I think we can start to get the share price to a reasonable forward P/E ratio.