POET is not like a lot of other speculative stocks. As many others have said previously the stock has been significantly derisked by the last 2 actions (M8 and Mr Fab). There are no yes/no milestones remaining like with drug companies. The main risks in my mind - does the POET perform as said and can it be manufactured economically and profitably. The partner agreements will come in due course and the chips will be made and used (adoption rate performance driven). Based on what we have been told after the partner agreements are done the remaining issues are what will the revenue and cost be and when will the revenues come in. PC said start of revenue late 2014 and more in 2015.
SO if you believe all that then it would seem that it is a matter of time before the stock responds but it could be a year or 2 before we are at the 70+ club.
One difficult issue that will need to be handled well to ensure POET gets fair value for its innovation is how do you price the various products. Mr Fab should be able to help on this but given that there is no other comparable product what premium should be applied to traditional pricing models?