Re: "That is very material business progress, if anyone sells that's up to them, however if you do not have a 6 months+ time horizon from now to see things through, why invest in POET in the first place at this stage?"
For me, I do have a 6 month time horizon (for ~ 20 times now). I invested in POET for their GaAs IP (turned out I was wrong on that). I'm holding on still (but not buying either).
Good luck!!