The basic thinking of Benji2014 reminded me of the true value of POET. Many thanks, Benji!!!

At the momentwe are trading at the asset value.

But, as Benji stated correctly, it does not validate the IP of POET.

Exactly this is why the SP is where it is. So back to the basics:

Let us assume the prophecies of doom of some of the nay sayers would be right. (uncapable management, missing cash, another disastrous PP, RS and so on). Let us assume all the asset goes bunk. What does POET still hold?

Yes, it is its IP.

A tremendous portfolio of key patents. And still we have a valuation of this IP - named "Pellegrino II". This fair valuation was - in 08/2014, about 2,3 Billion USD. Can anyone of the more warning and critical posters deny that since 2014 this valuation did not grow? Are there any proof points or facts that POET does not work, that any of these patents are wrong?

Within the last months we learned that POET is working and can be mass produced in reasonable, even good yield. This is taking out a lot of the risk in the Pellegrino valuation. POET can be done. Yes, it is not that easy.  But a 7nm Finfet technology is significantly more complex then our POET. But will be done.

So - whatever will come, I see the fair value of POET above its 2.3 Billion USD.
The market is not fair. Not yet.