When Suresh was explaining recently about the effects of the supply chain problems on their ability to get things done, I was really paying attention.   Our just in time supply chain is now showing its weakness as no one is able to predict all the different ways it will affect them.  Our management is doing its very best in a hard situation, imo, and blaming them is totally unfair. Underpromise and overdeliver?  They made their best predictions based on what should have been accomplished easily, only to have strange and unpredictable reasons for other companies to fail them.   

I am not surprised at what is happening, and am hoping that slowly we work our way out of it.  That will completely depend on sanity being returned to by our political leaders in response to the pandemic.  You can't have lockdowns and mandates without affecting economies and the supply chain, and they will affect us all in unforeseen ways.  It trucks can't be fixed and cars can't be built because computer chips aren't available...why would we think Poet wouldnt' be affected?

It was good to see their determination to find ways to continue to progress in spite of it all, and I would hope that we don't undermine our own stock price by communicating to the world that everything is to be blamed on our management. It is so counter productive to the very thing we all want which is to see the world notice what Poet has and want to buy in.  It is also unfair. 

Finding cheaper, faster, more compact ways to do photonics will eventually be taken up by companies.  The contracts will come.  Money will be made.   And we owe a lot to our competent, smart and doggedly determined management, imo.  I am glad we are going to the Nasdaq where more eyes will see what we have.