Nice post Eileen.
I think it's OBVIOUS that regarding the share price, the main thing that's being held against POET is the exchange on which they trade. All else would be easily forgiven if not for that. This explains how companies with far less immediate and long-term potential get rewarded with higher valuations (pick any biopharmaceutical you like).
In essence, POET has to execute that much better to overcome the handicaps heaped upon them by the Venture Exchange.