Exactly Bearb8, great post. No one is accusing POET management or anyone in the know of divulging insider information. That doesn't mean that Sheldon hasn't hired on someone from this field to do the extensive due diligence on the technology, brought them to the facility, seen what everyone one of us on here has the ability to see. The difference is he's probably hired on people that have worked and lived in this industry over the many years that can give him an intelligent assessment of the company.
Different than Sheldons ressource stocks where commodity prices have destroyed most of his investments that are outside his control.