I agree.

Any buyout before deployment of the OI would be bad, potentially very bad for shareholders.

We've already discussed why/how Denselight is being packed by former GF employees; clearly, with the time SV spent there, many are acquaintences at least, and maybe SV has been thinking about them since he left GF, and tried to find room for the best and brightest in his fold. When GF closed shop in Singapore, opportunity for SV knocked, and just at the right time for POET.

Coincidence? Maybe....or maybe not.

I'm not a big believer in coincidences, especially with guys like the ones controlling POET now, but in this case, it just might be.

Maybe.