In the announcement regarding progress towards a Sanan deal, repated below for convenience, there's one key phrase that I've emboldened, which to my mind signals far more than confirming completion of a deal with Sanan.  It effectively says thst POET wishes to include specific scheduling  in the deal for twelve customers' production runs.  Thats far bigger than just striking the deal with SANAN it signals that committed customers are lining up to get their products made that include POET's Optical Interposer.  

Collectively,  there are more than a dozen interrelated agreements and detailed schedules, which we previously aimed to have completed, approved and signed by the end of September,” said Thomas Mika, POET’s Executive Vice President and Chief Financial Officer.  “While there are no material terms remaining to be decided, we are still working to finalize the details of these agreements.

Frankly, how much of a signal of the industry's confidence in POET's future success do investment pundits need! 

sula