I just have to hang my hat on the idea that the Poet brain trust knows what it's doing.

Initiating US institutional investor interest in PTK would only increase volatility in the stock in the best way (up). The types of investors targeted won't be young gunslingers, quants, or traders of any kind. It will be what's left of the old school kind of high risk, high reward, 3-5 year view crowd. what's left of it.

I just can't believe that they would 1) hire Shelton 2) go on a 2 week road show 3) and give away another big hunk of equity unless they had the critical news ramp in the "known" category.

Remember when they announced Denselight? Who's denselight? Well, now (6 months later) its coming into focus what that was/is about. It was a gal-darn coup!

The road show is leading the horse to water. Remember the big short? how long did it take ryan gosling (Canadian!) to sell the story to steve carell? a long time. Institutional investors will not place any "faith in management." they will go home and do enough homework to come to the same conclusion that guys like Suresh knew 2 years ago. that technology led productivity growth has stalled, and the evidence is as obvious as the iphone 7 which is barely any upgrade at all. poet is the right story at the right time etc.

will they drink? we just don't know, but I am counting on positive VCSEL news before year end to be the dog that nudges my hand with his muzzle. (mixed metaphor is my forte).