FJ said: "We are all here because the story does not get any better in terms of risk/reward. I have a hard time believing that their audience could walk away from a decent price. I don't believe POET has to do the deal at this time if they are giving away too much. They can issue shares at any time under the shelf prospectus so get them on the hook and let them chew on it for a while."

FJ, great sentiments. I would say that so many of us are so close to the POET story, that perhaps our perspective is quite different than others who are not nearly as close. I didn't say our perspective was wrong, just different. To me, that helps to explain the divergence between what we think and what is happening.