Maybe PC's comments at London EC have been over ridden by time and the new POET exec??? From the last CC they confirmed that they are on THEIR new path to commerialization. That also likely means that the financing plans that would underpin the new plans have also likely substantially changed compared to PC's stated views as at the London EC none of the new strategy had evolved. PC even acknowledged that when he said that the new team were taking POET in new directions that had not previously been discussed.