My understanding given how they have set up partnership with Sanan it should not be an issue for initial products but of course they have several other engagements with other products and potential customers so you may have a point on some of these fronts.
It is clear the POET team is working their buns off on many fronts. Just wish Tom and Suresh could comment wthout being defensive of the past share price performance, focusing primarily on the outlook for investors as Vivek did on his recent video closing comments. I found it re-assuring. I would welcome safe harbour comments on this as we await major developments understanding they are restricted by SC of making any promises regarding share price.