On the topic of the UConn agreement, I noticed something on one of the NRs that might point to a resolution:

From the Jan 6 NR:

".... The Company intends to split monetization of the IP between multiple commercial markets and military applications and products to maximize returns of all the different aspects of the POET IP."

Perhaps UConn will be encouraged to partner with POET on the initial military licensing, which was the target market for POET even before OPEL was incorporated. BAE already has a contract with POET which will provide UConn steady returns over the next 6 years. If POET can pull this off, they will be free to market and sell to the commercial market as a separate entity.

Even more fitting would be a deal that has POET *SELLING* the IP to BAE and dissolving the original licensing contract with them and *BUYING OUT* UConn as part of the deal. Obviously they would have to continue working out of the POET lab until they could move operations to a partner foundry or something like. I actually like this option best because it offers a "bird in hand" incentive to UConn and it also provides us quick cash and street cred needed to pursue the commercial side. Actually think this is a highly likely scenario given that the 4 phase plan added to the CP makes no mention of any military markets.