Trini's question is an interesting one. 

It was not a great delivery from Dr Taylor at the Empire Club way back, but who could not have been thrilled by his 'all roads lead to POET' statement.

When I last wrote of Dr Taylor's break from PTI I was PM'd ' that Geoffrey Taylor (GT) was not happy with the new direction in 2015 and when I asked from what source was told, ' a family member connected to the University'.  I tend to think that GT, who still continues to work at Storrs in his professorial role was indeed miffed by the new direction in 2015 but perhaps recognised commercialisation was not his forte.  

For me the vision of possibilities portrayed by Trini's list fired the imagination and the excitement of being in this stock - its potential thrilled. But that said, the reality and risks of commercial development were apparent back then and the incoming management's expertise and experience rationally led to focusing in on products that were going to be bought by customers rather than deliver GT's vision.

The disappointing failure and gamble at developing an unlabtested fourth terminal thyristor solution is a big and costly mistake of the management team in my view, albeit that their business plan of acquisitions to fund the future may prove to be sound and potentially profitable.  

For me one of the reasons the SP is languishing is the inability of the current management to paint the GT vision of the future as a means of exciting investment in POET put simply in the words of BB King -'The thrill has gone'  

Ironic is it not? That its another BB who might yet rescue us from our perilous state.  The harsh reality is that the AOC option was perhaps overambitious and beyond our means as a first product.

Sula