BA, I doubt the current malaise has anything at all to do with trade issues or prohibitions.  If Poet were already selling product in the areas and with the companies affected, I could definitely see a nagative market reaction.  This anemic trading period still pertains to the fact that we remain a very much speculative investment.  We see the potential better than others due to many of the excellent posters.  That accounts for my view that we are currently undervalued by a material amount. 

Of course, if the downside of the risk gets us before new buyers discover the disproportional market cap, then there won't be a good opportunity to take some of the table, thus lessening the risk going forward.