As shareholders in POET, it is always good to question, or at least analyse the limited information that is presented to us in order to try and understand the effect of actions the company takes, both the small and big picture.

There is a certain frustration and uncertainty arising from the possibility of a further delay of the final closing (payment in full) of the Denselight deal, as it impacts directly the possibility of an improved shareprice. 

Adding to that frustration is the belief that the CFO entered into a sale agreement well below the assessed value of Denselight as an entity. Denselight products are world class and renowed in the sensing application field as well as others. It is also now a moderized, well equipped InP foundry and R&D centre located in SE Asia, the epicentre of semiconductor world today. Singapore is China's 3rd largest trading partner and, more importantly, is a preferred trading nation with the United States.

China always plays the long game, and POET shareholders would do well to familarize themselves with China's "One belt, one road" initiative to get a sense of the importance of a wholly owned Chinese foundry located in Singapore. the-900bn-question-what-is-the-belt-and-road-initiative . A trillion dollar investment in world wide infrastructure to solidify their position as the dominate player on a global scale, but also, and primarily in Asia, which the US seems to have lost interast in.

What does this have to do with POET, going forward? Nothing so much, as long as the sale price covers their current financial needs. Once the paper closing happens, and it will, POET is free of the operational coast of maintaining a foundry that no longer serves a purpose in the fablight model.

Once set free into Chinese ownership, Denselight will grow into a large, major and very profitable player in the sensing field supplying a huge and hungry Asian market, unrelated to any future success POET may have.

Once the two companies part, by way of ownership, each will grow and, as POET shareholders, ultimately, we will find out if it was the best decision for our future prosperity.

The play, or gamble, if you will, of Suresh's "Two Eyes" strategy, looking to the East and the West simultaneously, (Denselight to Asia, OI partnership with America and European particpation), is literally swinging for the fences, for a small cap tech, with a diamond in the rough in their pocket

IMO, of course