Tax loss reasons I suppose.

I expect to see more deals this year, probably many from China, and some from our part of the world. A lot of folks in NA contracts out their manufacturing in China anyway, so being plugged into that ecosystem will allow POET's solutions to peneratrate here at home.

If there were to be more contracts with NA/EU partners, they might come from the computing/wearables/lidar/AI verticals.

POET has a long run way ahead, and so is the share price. A lot of the concerns for the company's stock was capital raises. Well, if POET becomes a $1B company, then a $100M raise is just 10% dilution on a budget of ~$15M a year. That would give the company room to expand operations and ensure its survival and growth for years to come.