We can see how SV places success at DL firmly on the critical path to provide the resources needed to make POET a commercial success in 2018.  Progress in this respect can be measured by analysis of Quarterly financial returns and the I suspect that the AGM will act as a water shed, a point where new investors should get a heads up on PTI potential as an investment. so it had better be a good one.

That said  we have recently had several news reports of;  management reorganisation, retructuring of personnel and equipment at DL, joint programs with the Singapore government including development funding, critical new patents announced, new DL and BB products announced, coupled with cash from the PO and tighter control of burn rate giving the company to generate income for self sufficiency. Through these measures I feel that SV has  demonstrated how seriously he wants PTI'S new acquisitions to work. This is not to say that our investment is de-risked, but from my point of view, significantly less so now than the wildly enthusiastic punt that I took way back on OPEL. It remains to be seen if the plan is works or we would be in the last chance saloon of another PO with many no doubt heading for the saloon doors I that were to occur, at lease for those  not encumbered by the colour red.  It looks as if I'm here until POTE technology exists in products regardless of share price.

One final point for those who are in fear of cheap buy outs.  Going back to the Compound Semiconductor article recently  reproduced by Lumenge, included a revealing remark by SV that says something that explains his personal motives.  I sense that he really wants to make his name creating an independent company around POET IP.

"I've already taken many technologies from early concept to commercialisation but it's always been under the umbrella of large-scale companies such as Motorola and Global Foundries..."

"With POET I get another chance to grow something from its concept phase that also has the potential to be substantially disruptive to the semiconductor industry,"

http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/685889-the-undoing-of-the-anadigics-relationship/messages/2138485#message

This guy is serious 'as serious as a heart attack'  to quote another poster, and perhaps a visionary.  He clearly sees leading PTI as a career achievement goal.  One wonders whether he has already resisted approaches which may have been at the heart of the Anadigics saga  or dropped those negotiated by previous management to go it alone without the outside influence of a major company.   Did  he scupper the PC 40 enginner approach to development on arrival or was PET IP transferred using PDK after Synosys and BAE involvement .Its clear that running PET and POET projects would have overstretched resources, so it was one or the other.

sula