Re: "I fully expect the deal by the end of September"
I hope so, but difficult to say for sure. One thing is that history with POET has hopefully taught us that there is often a disconnect between the "event" and when they annouce it. You can argue about material information, but there are lots of exceptions to that, as we have seen. I do hope they don't extend the warrants without any other positive news, not so sure that would go over well. It does seem pretty clear that the warrants won't be excercised before the current deadline (again). I do feel optimistic even though I am down 50+ %, but don't have a clue on the timing (which was the case a long time ago and explains why I am down so much, and did not have any appetite to average down the past few years - hopefully I end up regretting that).
Good luck!!