Let's start at the time we first learned about the OI - within a few weeks/months after that, virtually everyone here had some sense of the enormous potential of the tech.  However, what separated many of us was and is the likelihood of reaching that potential (or a commercially good chunk of it) and, if so, the time by which it would be reached (meaning the tech worked well enough to be bought and incorporated by significant players).  I have long since been on the conservative side of those two key elements.

Nevertheless, since that time two years or so ago, many events have occurred, culminating in the recent LOI with Sunan, which for me continue to lessen the risk that the IO would be a bust.  So much so, that it makes me wonder about price/volume - and I continue to refer to it, ad nauseum, as a disconnect.  There are plenty of stocks that have done a lot better than POET market cap wise who have no meaningful revenue and probably don't have the potential/timing profile that I feel we have. 

To those that think we need to have revenue to start to realize some real appreciation in market cap, well, you might be right.  I feel just the right "zz-words" - sizzle and buzz - would suffice for a nice lift-off.  We have had very good appreciation since the depths of late March, but what tech company hasn't. 

Now, it could be that our market cap is accurate based on where we now stand, but I disagree.  We have very much of a closed loop in terms of shareholding/share trading - the Mike White guys outside of this forum and then us. The loop needs to be expanded. The Tier 1 might provide just the right catalyst, if it's the right player.