I agree it is very frustrating knowing that POET is a very viable low cost, high speed, highly scalable, high reliability and compact (monolithic on one chip) solution to the brick wall of Moore's Law that will stop silicon's continuance as the chip solution; yet here we are at sub $0.50 once again.

What keeps my patience level high is knowing that POET is advancing in the technological development perspective and is actually ahead of schedule. The company name has only just changed and POET remains largely unknown in both the investment and microchip world. This deadlock can only change in due course and very soon.

We are lead to believe that the white papers are circulated under NDA's and by definition of how disruptive POET is, I can only assume that there must be numerous interested 3rd party discussions, evaluations, questions, requests for additional objective evidence etc etc etc going on behind that sealed magic curtain.

The monetization strategy must be full of possible permutations and therefore potentially very complex to navigate in order to optimise shareholder value; JV's with industry or Private Equity or consortiums etc etc coupled with the numerous market verticals POET will be disruptive in.

I am now even more convinced that we need to see some form of licencing deal before the SP moves up aggressively. Perhaps the mandate of Atomic will surprise us, I hope so, but for sure, the first licensing deal will shout out to the investment and microchip world that POET is real and is becoming adopted for commercialization.

That's all we need and this will explode.

Hang in there and enjoy the summer.

ST