These activities I regard as interesting. But...it would be interesting to hear some details about their plans...
I guess soon PET will have to do a PP to rise funds for this new orientation.
Ergo I see POET as the by far better investment. POET has IP and knows what to do in the next years.
OT: In Germany we have peat-rock:
https://www.youtube.com/watch?v=KIIUwCHlhAg