After the completion of the key technical milestone a reasonable year end report that includes a statement of an expected financial improvement in Q1 2017, one would imagine that a warm glow would envelop this board. But no fear mongering is rampant.  Why? Because the risk of a further PO cannot be mitigated in many minds due to the awfulness of the previous experience.

 The company silence has been explained to us and it's clear to me that its rationally necessary.  To catch your fish it's essential to remain still and silent but ready to strike.and with the gear close at  hand necessary to land it.

In calculating the risk and reward of remaining invested I would say that recent events , including the PO make success the more probable outcome, that is based on what we currently know as fact,  but for me the SILANCE hides the key.

 Who here would say that management have  NOT made efforts to put together deals with customers and partners. The question is, do you believe,  as Rick suggests,  that management are incompetent!   So much so that they have neglected to bother finding customers or partners to deal make with.

Back to probabilities,  I would say that the probability is that they have attended very carefully to that aspect of the POET project just as they have with the technology.  This has not been easy but imposing SILENCE implies this has come to some sort of fruition.  I also believe that the regiging of management and the departure of AM and Deshmukh were because the AM rollerdex had done it's work, that was what his principle purpose was - the deal maker!  

As was suggested to me by Lumenge the role of Mica suggests that there is more in this mix that is significant.  I was blindsided previously to this because of the diversion of the PO. He arrived to take charge of something whilst SV was too engrossed with tech and DL issues no doubt.  

What I'm saying is don't live in the past and roll around in the muck of the PO. Lift your heads to see something big is happening in the SILENCE.  All the signs are there too many to be coincidence. These are the ripples on the water.

Sula