It's a strange moment in time in our long relationship with POET as it bears down on its successful conclusion to commercialisation.

Much of what is currently engaging the board is the familiar angst of waiting to go over the top.  One by one we are ticking off all the possible things that could go wrong with our investment, a very human activity yes, but one which will make no difference to the course set by POET management.  In short we're impatient for results.

We should take confidence in the preparations and the clear statements made by our princpals that this is a company who is about to demonstrate its capacity to deliver a disruptive product to an eagerly waiting market.  They have the told us what we need to know but not the names of our customers.  Finance is in hand. Mika has indicated by what process but again not names.  In withholding names Management are acting sensibly and in the company's best interest. 

Unpalatable as it is we must be patient and avoid the 'are we there yet'  syndrome of the over eager.

Sula