SevenOdouble, great analysis! I fully agree – and I do like POET's approach to foster their partnerships more or less under the hood. This also gives potential partners some chance to be part of an exclusive club.
I wonder whether yesterday's share price drop could have to do (at least partly) with disappointment about any missing immediate and public outcome of the GSF. Seems I underestimated that effect when I warned against high expectations recently. Otherwise I would have sold my trading position in the 1.40th and buy them back around 1.30. Oh, well!
Andrea ("Powered by POET")