Imagine you would be one of these >100Mio investors receiving such an invitation to the POET roadshow. What would you do?

Here is what I would plan:

1. I would do a background check of PTK, doing a first DD to see if it pays to attend the meeting.

2. I would put PTK on my high priority watchlist

3. After my DD I would realize the potential of PTK and would build a first position.

4. Depending on my location I would realize that there are events before. I will have the opportunity to attend and to get a personal impression of the management - but only after some others? Located in Florida I could keep cool, but for a Californian I would immediately do further in deep DD calling all my experts in the field of semiconductors and related electronics. And I carefully would watch the SP of PTK.

So - what I want to express:

a.: I also can see a clear strategy of POET about the regional sheduling of the meetings

b.: I expect the SP to react further - very soon.

It would be very interesting to know who absorbed all these shares of SI and Pinetree. Are they in very firm hands or will they build a pool to serve these attendees of the roadshow?

I guess we soon will see. This will be an interesting week indeed...