I agree with you BCD. The one catalyst that might shorten production time and maybe bring prototypes to market sooner than most of us think, would be to buy another company(using some proceeds of PO) with most of the equipment and possibly manpower needed to keep timelines close to original forecast instead of building or expanding current facilities.
If they have to purchase new Eip, it would also be more economical to use existing space if available or install the new Eip into a company, which would fit in with Poets plans, that might be aquired at a decent price.
Trying to look at this from managements view and getting around roadblocks and bottlenecks that were not anticipated from regulations and waiting times from other companies, while keeping revenue goals in there timelines, to be self sustaining to run and grow the company.
The more control that they have in there hands, without possible delays from other partners or agreements, to achieve the optimized goals and testing needed, would be a blessing to all of us. At least that is what I would hope management would be thinking about.
