Building on this discussion about potential partnerships - perhaps the partnership with Almae Technologies in Europe may be moving to a new phase.  See the following excerpts - one from the recently released financials, and one from the NR from 2018 about the Almae agreement (my underlines). Perhaps there is a tie to the recent announcements about the flip-chipped Directly Modulated lasers for 100G products and/or the Lightbar products for the optical computing and sensing markets. 

This is only speculation as to whether this relates to the Almae connection - the partnership could be with some other un-named company.

AIMHO,

killer66

Note 3 in the Property and Equipment section on page 15 of the recently released Consolidated Financial statements reads:

“During 2020, the Company settled certain R&D expenses by transferring $897,727 worth of equipment to the supplier. The equipment was initially installed in the fabrication facility of the supplier who provided discounted R&D services to the Company.  The equipment will be used by the supplier for volume production primarily for the benefit of the Company.”

From the July 2018 Poet-Almae news release:

“....the Company has executed an agreement for the co-development of transmit device solutions with Almae Technologies SAS (“Almae”), a France-based manufacturer of advanced photonic products. 

The purpose of the agreement is to jointly develop, manufacture and sell a series of laser modules based on the POET Optical Interposer™ platform into high-speed data communication applications.

The companies will collaborate on designs of lasers and modulators to be compatible with POET’s Optical Interposer and to provide foundry services for both epitaxial supply and device fabrication. 

The collective efforts of the two companies will be carried out through a series of overlapping projects, covering the exchange of data and techniques, co-development activities, commercial arrangements, and strategies for pursuing global go-to-market sales.”