Would be nice indeed, but most of those first orders will be produced by SPX and I don't think we will see any money from them soon. How is POET getting the money from our Chinese friends?
This is imo one of the bigger problems and will make it harder to get a good EPS or even Cashflow positive.
Suresh said we could sell a part of SPX when they IPO in Shanghai. But when will that be? We don't have the funds for this long of a runway. So Mgmt please tell us where will the money come from in the next year or two?
That was my understanding until now or did I miss something?