Sorry for responding to my own post, but as I read it again I was afraid I didn't get the main point of my post across the way I wanted.
The point of it all was the suggestion that we are better informed than the average investor. And one side effect of that is that we could also be overestimating the average investor's DD about POET, and running to the false conclusion that they know more than we do. This could be why we get scared when the selling out of Anon suggests that a large shareholder has thrown in the towel.
What do they know that we don't?!
Nothing.