Why do you draw that conclusion? Sheldon is in trouble with convenants and several assets need to move and arrangements need to be made. He also has warrants due in February so he can not sit back and hope for the best. He has to make prudent business decisions. In addition, moving stock over the week of Christmas and New Years could prove difficult (if he is indeed moving stock-lets not draw any conclusions yet).

IMO, all that is expected by the end of Q is the 100 and 40nm milestone updates. These will not be earth shattering announcements that will save PNP but are positive for Poet and investors non the less.

I must admit, I am looking forward to a time when Sheldon's position in Poet has been moved to more secure hands. He definitely was instumental in saving PTK from the brink but it does come with a price. I believe Q1 of 2015 will be the quarter that we will find a new partner and perhaps Sheldon and PNP's troubles will become less of a burden. Ciao.