I have to confess that I have been criticising POETs communication ever since and the presentations particularly. But please differentiate:
It was questionable to make Tom Mika the face of POET, one can not expect a capital markets guy to be a rockstar. That is POET´s fault, not inevitably Mika´s unless he pushed himself forward. But here we are. Maybe it´s because the limited manpower, this will accompany POET for a long time. His performances were far from perfect but he indeed improved at the last chinese presentation. That one was solid. Maybe POET really reads this forum and gives attention, who knows. If so, I appreciate people who take critics as a chance to improve.
I am fine with his work so far as CFO, especially. No dilution he is responsible for. The ultimate test will be to steer liquidity through 2021 without dilution imho.
More disappointing was Vivek Rajgarhias performance. I expected something better from him as he is more the sales & marketing guy. It was his first appearance, so be it, but there is room for improvement, too.