FYI, I am following the oil/gas issues not as an investor but because I beleive most fossil fuels will have to be left in the ground if we are to seriously address GHG emmisions.

Exactly! That's why we (mankind) should deploy much more nuclear. Besides hydro, nuclear is the only low-carbon power source that can deliver power reliably and on a large scale. Waste is contained rather than being blown into the atmosphere.

Modern Generation IV fast-neutron reactors are inherently safe (see "Passively safe reactors rely on nature to keep them cool") and can even re-use spent nuclear fuel and extract the remaining 95 percent of energy the "spent" fuel still contains. At the same time fast reactors can solve the long-term waste storage issue, because the waste they produce requires a storage time of a few hundred years only. Russia and China are going for fast reactors strategically. In the west, GE Hitachi Nuclear is leading in this field. Their PRISM reactor is commercially available and promises to "Turn Waste into Watts": http://gehitachiprism.com/. Hopefully they'll find a first customer soon, perhaps the UK to burn their stock pile plutonium.

It's a shame that my country Germany has decided to phase out nuclear! The "Energiewende" (energy transistion) clearly shows that it cannot reduce CO2 emissions. It merely replaces clean nuclear by dirty coal and will fail.

Okay, enough of this now! As you can see, POET isn't the only technologicy I am interested in. In fact, it is only second place.