He's fully confident, just not ready to spill those confidential beans.  Excellent presentation this time around.  Huge improvement over last time. 

He said they are absolutely expecting more NRE revenue in 2020.  All good here.

He described a comparison with Rockley and despite their 160M in recent funding and half a billion in market cap, he said they have nothing in comparison to Poet.

He said they wouldn't have extended the warrants by 4 months if they didn't have a very good reason for doing so and they feel confident that they will exercised.  

They have sufficient cash to carry them well into 2021 so no plans for any raises