Let me preference the following by divulging that I’ve held this position since the first Pellegrino report with what I salvaged from Arise Technologies just before it blipped off the screen (remember that one!), and have added substantially since.

If I’m not mistaken, the CEO was quoted twice, along with the usual obligatory a la disruptive jargon, in a recent magazine article as saying there’s still risk with this investment. So if the CEO, who is undeniably in the know, says there’s still risk, then guess what: there’s still risk. Never once, to my knowledge, was that quote ever relayed on this forum.

Moreover, the well-crafted short POET ads, broadcasted until fairly recently, seem to debunk any stealth mode theory, but certainly reveal a capacity for double-think. As for the recent A-team management acquisitions, they’re being well paid and in the wake of possible “big and bad news” they will have no problem finding other well-paid gigs in the industry (even renowned stars will accept a bit of easy cash by featuring in a B movie and their fans always forgive them). So if anyone’s at risk it’s the shareholders and perhaps we should have a right to be slightly concerned.