I posted the following message a couple of days ago.

It normally takes some time for the importance of what is communicated to sink in. How it will impact the immediate and short term is often the first thing many consider. But as the meaning of what has been reported starts to be realised in the size of the market it represents attention begins to grow. Recall the announcement last Jan and how momentum grew?

So POET announced the optical interposer last January and the share price ran-up from .22 to .36 after have just set a new low a couple weeks earlier. But then it pulled back to pre announcement levels and the mood here was very dark. But then something happened. People began to understand what the interposer represented. And the share price began a solid climb prompting the following statement when the share price reached .57.

POET TECHNOLOGIES RESPONDS TO RECENT TRADING ACTIVITY

Poet Technologies Inc. has responded to recent share trading activity at the request of Investment Industry Regulatory Organization of Canada (IIROC) on behalf of the TSX Venture Exchange.

Poet confirmed that there have been no undisclosed material changes to the company's business or operations at this time. "We are pleased to see an increased interest on the part of shareholders and other market participants in Poet's common stock, which we largely attribute to our recent announcement of the optical interposer platform," commented Thomas Mika, Poet's chief financial officer. "We believe the ability to integrate electronic and photonic devices into a single, low-cost, CMOS-compatible package represents a unique value proposition for photonics in general, and particularly in high-speed data communications. In several key application areas, our proprietary platform technology has the potential to surpass or displace both conventional discrete approaches to transceiver architectures, as well as those based on integrated silicon photonics devices. Since announcing the optical interposer platform in January, we have experienced an encouraging market response, resulting in multiple interactions with prospective partners and customers."

The share price went on to reach a 52 week high of .79 and then a financing was done.

The warrants that exist today are by far the best form of non-dilutive financing available to  this  company and I think we can all agree that the company today in a much better state than what it was just after the optical  interposer was announced.

But let’s assume for a moment that POET had to issue 10 million shares to bridge a gap. That would be an increase of 3.5% of the outstanding share count.

At .57 when POET issued the above news release the market cap was $148 million. Today the market cap is $85 million. This is more than just market concerns of a potential financing to bridge a gap. It is a lack of understanding of POETs current value in relation to both historical value and comparable.