This is the impression I got as well, but they can’t come out and talk about full run production and the potential value associated before qualification is verified. 

Imagine what would happen to the SP if Suresh was able to say “Orders are expected to be valued at X ____ $’s for one single customer”.  

The questions were very telling, even from IBK and the DeDe rep.  People do not understand the technology and the process involved in getting it to market.  How on earth are people outside of our choir supposed to get excited or invested if it can’t be understood?  The company has done a much better job of explaining customer benefits in the form of presentations, but the relationships between Accelink, Siltera, Denselight and the “Global customers” seem to cause confusion.  There was a lot of time spent on explaining this, and remember the questions were coming from people with closer proximity than us little retailers. 

Mika’s reaction to the capital raise question was also very revealing.  It’s inevitable if not imminent. Not sure about his sincerity around wanting to avoid dilution.

And lastly, wouldn’t you love to know “The incumbent” that POET might be replacing in these potential orders?