Finally....a comprehensive view of Poet (the good, the not-so-good, and the possible) from an independent source and perspective. While your posting, Adrian, still has an air of caution about it, it is an optomistic and forward-looking caution that crosses all the Ts and dots all the Is in a logical and reasoned manner.
With this detailed level of independent investigating and reporting (your stock interests aside), I expect you also would have discovered and reported the great Achilles heal of Poet, if there was one/two. With the very bold statements of the video, I believe the technology is proven, thus rendering Pinetree, Competition and Marketing to the status of mere snapping-at-the-heals annoyances; they will not bring Poet down.
On the Marketing note, however, given the pending trademark and the video, I think Poet's marketing people are finally starting to kick it into gear. This perspective is a vast departure from the ultra-cautious views previously put out by Poet and IR.
Except for your predicted Feb 18-or-so announcement, nothing you stated/reported has not been stated/reported on this forum before. But, your armslength and autonomous position and having to answer for the reliability and credibility of your reporting lends a credence that we have been desparately longing for for quite some time.
I look forward to more.
D