Valuation at some point will be assessed on forward earnings of the hockey stick.

Take a look at some of the darling companies. 

For example Square has a forward P/E of over 10000 with a market cap of $32billion.

Once POET has commercial product orders we will begin to get a sense of how quickly this company can grow based on demand then the analysts can take over.

Considering that they are dealing with the large global  companies who have been looking for a lower cost solution it should  not  take long for the demand to  grow very quickly... Yes a disruptive cost should  garner the attention of the entire industry and production will be driven very quickly by need. 

My belief is that Suresh has a roadmap prepared for production expansion because I  expect the companies he is  dealing with have made plans for  POET products to intersect their roadmap. Wait a minute...I  believe we were actually told this. 

On another note. I have been wondering why we have not yet heard of any funding details as yet. Could  be it is still being arranged but I  am beginning to  think there are other events at play that are ether a prerequisite for the funding or potentially there is news that POET is expecting to release that could remove the need for a loan or  whatever they could be arranging. 

It is no secret that Tom Mika wants to access the big pool of money sitting in warrants.