“I don’t want to say it seems reasonable, but it makes sense in the context of the greater market opportunity,” Sachin Shah, a special-situations and merger-arbitrage strategist at Albert Fried & Co., said in a phone interview. “Just think about every car service, every taxi cab -- not only in New York City but every major metropolitan city, not only in the U.S. but in the whole world. Can they generate $2 billion of business potentially? The answer is it seems that way.”

http://www.businessweek.com/news/2014-11-27/uber-backers-see-enough-opportunity-for-40-billion-value

I wonder what Mr. Shah might see as a reasonable value for Poet, based on the context of its greater market opportunity?