I'm fortunate enough (fortunate as I understand most are likely in the red) to be sitting exactly at my break even point on this investment, after 38 stock purchases since 2015.  And by break even I mean unadjusted for time, inflation, opportunity cost etc. which frankly I maintain is perfectly acceptable for a speculative investment.

Regrettably, I've marked on my calendar a certain day in October to make a decision here.  Unlikey a total liquidation but a considerable reduction.  There are simply too many wonderfully run and professionally managed companies with healthy, well-covered distributions that look increasingly attractive as (I believe) we're heading into a rather precarious market cycle and major rotation.  Admittedly also, my own risk profile is not what it was in prior years due to age, personal circumstances, market outlook etc.

I'm hoping there's a catalyst or announcement that compells me to stay the course or even add between now and then.  If nothing else the results of several customer projects that supposedly conclude this month.  For my amazement and full endorsement of the technological step-change that Poet has achieved (dare I say self-reported), the financial/business management seems paradoxically poor alongside investor relations that are borderline contemptuous.  If Poet achieves success, which remains a good possibility, I'm convinced it will be in spite of the company's financial management.  Does that parallel the mindset of the hoardes of institutional investors "waiting and ready to invest once we're on the NAS?" ie. the same institutional investors who have never put a single dollar forward and have been steadily bolstering their defensive positioning as of late?  I believe Poet's impressive de-risking over the last few years has lost its momentum due to financial factors - what an avoidable shame.

Regardless, thank you to all the valuable posters and contributors (often at odds but let's acknowledge we're all on the same team) over the years.  Your input has been deeply enriching and I'm sincerely in your debt.  To those who read this and say 'thanks for the cheap shares!' well, ok, I urge you to familiarize yourselves more with financial reports than internet forums so please spare us all the drivel.  Can't keep doing this forever kiddo.

Good luck everyone and fingers crossed.  Still fully in this thing for the moment, and sincerely hope to not relegate myself to a lesser participant before Q4 2023 winds up.