Goosed - can't burn those bridges. These are people I know and have asked for their views. I don't agree with them. I like these guys but sometimes I have different views and approaches than they have. They are employed in the industry - I'm not. They likely are driven by other factors than people like me use. I'm invested in POET for over 2 years with my own $$$ so I'm looking at this fairly deeply and keep an eye on it every day. They scan hundreds of stocks every week and reject most because they don't meet their company's investment criteria probably on their initial screening. (could be cap ex, risk, income etc). Unlikely that these small companies would invest until POET has been derisked more than it already has been. They will probably be kicking themselves in the spring - I hope.