I disagree with your assertion that the AOC component development and success will not announced prior to commercial readiness of the product.
The need to support the shareprice thru release of pertinent info on AOC progress will become important. The downside to not doing such is pure negligence as recently witnessed with the PO and the upside to doing such is what's expected from a competent management, particularly from someone like Mika who understands the importance of the markets for financing for startup companies like POET.
They may in fact release progress info periodically rather than on an ongoing basis. I could certainly see a release that captures success on the VCSEL and the shipping of the prototype to customers for evaluation.
