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KCCO7913

10/20/23 3:40 PM

#5421 RE: mackwheaton #5420

What I believe could be ideal right now is whoever that “China plus one” partner is could make the cash investment into POET. Ideally it’s a North American or European entity, but more realistically is still Asian.

I’d rather see a cash infusion than another SPX type deal because that was wildly dilutive to the value of POETs IP.

I’m excited for 2024 though.

KCCO7913

10/31/23 1:34 PM

#5435 RE: mackwheaton #5420

Mack,

Does anyone in your group have the ear of management to be able to find out what the hell is going on with their financing?

3 months cash on hand at this point and I’m sure the liabilities are growing.