Dear ABP,
Dont you feel that your should offer just wee bit more evidence to claim you know what catagories of investors are invested in PTI and what 'REAL' investors are thinking. Perhaps you have a direct line to these 'REAL' investors; I don't know, but please quote your source if you do.
Surely, we are both expressing similar opinions really. Apparantly the word on the block I hear from rumour control is that 'REAL' investors did not pull out because they are dissappointed with progress they know no more than we do, they simply realised that the THM was principally directed at us retail shareholders and they backed off quickly having worked out that the big reveal was not imminent. So I think we are both saying the same thing or there about are we not?
My guess is that Management are preparing to connect with the REAL investors but only after speaking to customers first. This is going to take about 100 days or so. Clearly, they need to get a feel about how many POET products they could sell before working out their financial analsys which presumably will become available to all catagories of investors at some point.
But personally I think we have to be prepared for surprises as I believethey would not want to hold back on sharing any news that their NDA partners were about to release that POET was ivolved.
with regards
sula