Bay and Wall Street capital markets people are promoters. That pure and simple is what they do. Get capital for companies. For that reason all should be careful how one interprets what they say. Seasoned CEO's generally steer clear of up and to the right comments about their stock. The key things thst PC has done are:
1) developed a focused strategy
2) recruited AM (AM also has recruitted new BODs and COO)
3) funded the company without too much dilution
We now need the new CEO who will systematically execute the strategy and selectively close the deals that are needed to make POET real.
It is likely that the company will need a lot of $$$ to protect and promote itself in the short term, see it thru until there is continuous income stream and to capitalize and operate the company without undue pressue from markets. It would be best if the company could steer clear of issuing more shares. There already are plenty of shareholders. Why the need for more?
As far as options and the proposed compensation scheme is concerned until the proposed new executive/management team is put in place it is difficult to know what the estimated cost of the plan will be so how can shareholders vote on something like that pig in a poke? It also should be tied to profitability or a specific target income or quantified target completion.