I think the problem people are having, as am I, is we all know that the POET tech is outstanding and repeatedly referred to as disruptive. Yet, they stated it will take two years for Poet to become profitable. As I tried to point out with my post, Blue Ocean vs EBITDA, there is a disconnect there. If the Poet management can clear that up I think it would settle a lot of arguements over what exactly is going on. If they are seeing a lot of income with a lot of expense, then say so. But, if they are entering a $5 billion dollar per year market with their AOCs in Jan 2017 with the top tech in the industry, why is it going to take another 18 months to become profitable? Again, there is the disconnect. Myself, I think it is the EBITDA that is "out to lunch" and we will repeatedly see NRs that drive the share price up until the first sales revenue (contract not NRE) is revealed, then shortly after that, the market will wake up to POET. I take Suresh at what he says, as he knows more than I...after the dust settles from the THM, it is up and to the right!