OC, please do not forget that the POET strategy is to follow #3 and #2.
At the moment they just discussed in deep their #3, as here they can show us something , and they can talk about it. Hopefully also in public to grow the shareholders community! These are the low hanging fruits they can pick on their own, and soon they can show us these nice fruits. But POET knows very well that there is another tier (no, not second! Possibly first?)
#2 is - as usual - hidden behind NDA and heavy smoke and fogg. We should not forgett that it is still there, and news about cooperations, mergers and NRE can surprise us at any time. We found hints to a fruit company, and TB and Mr. Warrior are still there - and not involved in #3. Soon we will see...