You nailed it. May I connect your post to this great one:

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/759570-lr4-transcript-thanks-ittr/messages/2313406#message

Read them both and you understand the importance of design wins. I simply don´t understand any discussion if design wins are important. They create revenue, they lower the risk, they attract institutional investors and hereby open the doors to the Nasdaq. Logically, they have to appear before revenues. Thats it.

Do you want POET to go to the Naz? I do. POET says the only way to get there is with institutional investors. It seems to me there are two things necessary to attract them: lower risk and monetary stimulus.

Lower risk: There is an old equation:  Risk = [Chance * -1] what means you have to take more risk to get bigger chances. When design wins are announced, the risk is lower, the share price usually goes up and so the future chances are smaller, too. As we are talking about POET everything is possible, but I think it will be that way. The bigger names have their investment rules and obviously need lower risk to start an investment, so they are willing to accept the smaller chances. You can set up your own private rules, so make your choice and your own timing. I already did.

Monetary stimulus: Dilution will come. No one likes it, but if you are invested in a pre-revenue venture company you know what´s coming, right? There are good reasons for dilution (production, expansion, building your setup for growth) and there are bad reasons (running costs). Here I see a good reason and I expect the negative effect to be soaked up quickly.

Based on that I expect this chronological order (beware we are still in the high-risk-phase)

1.     2021-Q3 and Q4 Announcement of several design wins

2.     2021-Q4 or 2022-Q1 Dual Listing Nasdaq / TSX (or TSX-V)

3.     2022 Q2+ Considerable Revenue

4.   2025 Holk quits dependent employment.