Sula, I believe your optimism destroys any objectivity you may once have had when it comes to POET.

Rather than the glums (not bears, mind you, but glums) of the board, it's the bulls on this board that have been consistently wrong for the last 7 years.  I think the glums are the more objective of the two groups, based on the history of POET.

I think POET is trying like the dickens and they may well be very close and others with money and expertise may well agree, but however close they are, they are apparently not close enough to move the market (i.e. attract investors other than ourselves).

"The product will be completed in Q4 2019 and NRE revenue already flowing will increase as the 100g and 5g market get the opportunity to sample, and also when 400G bites in with more voracity in Q3 2020."

While I look forward to the time that your above prediction is the case, I would bet that by the end of 2019, we will hear a new time line from you and other bulls.  Everything I've seen over the last couple of years tells me that success, the way it is defined by the bulls on this board (and Poet management), is a very difficult thing to accomplish.  I reiterate what I've written on this board many times - I will be very happy when volume kicks up, along with a little upward movement in the share price, indicating outside interest.  I really do not subscribe to the confidentiality theories that have abounded here for years - "stealth mode" was an outstanding example of that.  Really good (or bad) confidential information leaks out a great majority of the time, and people with money trade on it.

I thought JTB's talking about year end tax selling was fine; it happens in the market all the time.  However, unlike JTB, I do believe there's a shot of meaningful upward movement in the SP if Poet actually gets handed that 30% of cash by October 31, with no further strings attached.  And what the heck, if they're willing to put up the 30%, it increases the likelihood in my mind of a buyout, assuming the consortium is as sophisticated and well thought of as we've been led to believe.