Exactly! As you said, "Not only is it wrong, it is behaving emotionally, which is what markets are NOT supposed to do, if its refusal now to value POET according to its latest information is a punitive gesture to the past."

Typically, the market goes overboard to the upside and then overboard to the downside if the timing of what was expected does not pan out.;

POET can still make up for that deficiency by becoming more and more concrete in what they telegraph to the market. As the picture gets clearer, so does the understanding of POET. POET is much closer than ever to be able to do this, but the market needs to see proof before re-awarding POET a market cap of the past that turned out to be too far into the future. This can be corrected to the upside by POET's improving execution.

Monolithic