Agreed.
Huge optics on POET but we are simply waiting for the catalysts that will propel the SP which are :-
MS7 and likely a BAE deal (medium impact on SP)
MS8 (medium - significant impact on SP)
PDA's (significant impact on SP)
When POET get a few PDA's confirmed, POET becomes so much more valuable.
That's what we are waiting for; it's as simple as that.
Until then enjoy the Christmas / Holiday Season.
ST