A blind walks into a gallery. He can not see and does not trust the cataloge nor the advice of other visitors. So can he find a nice picture by only listening to the prices? 

It is all about imagination.

Oh Baba, it makes me very sad to read about your opinion. It seems to be the result of the actual SP, which makes most of us very sad -

So how can we evaluate the POET IP until it turnes into revenue? POET itself could do more for that and could promote - but ther plan is different, and possibly you would not trust them.

So we can do our own due dilligence with our - for sure quite limited - knowledge, and with the help of other board members who have more technical savvy.
And we have these Pellegrino reports. Yes, for sure there is the danger of wearing rose glasses as the Pellegrino team was paid by POET. But which other input do we have to evaluate the POET IP? Up to the time when some "neutral" authority will analyse the Poet IP, or until it will be valuated by the market, we have to judge what is in our hands.
So let us challenge what we can read in these Pellegrino reports. Where there any lies, wrong figures or calculations, missconceptions or buggy conclusions?
I would love to read all pros ond cons, this could be a very fruitful debate!