I quite agree, AdAstra.   When Poet felt speculative, I had a small amount in my portfolio.  As they derisked, added partners, revenues, customers, business locations, employees (really great ones), patents, new opportunities, I added to that portfolio.  Now it is a very very large bet.   Yes, it still has risk, but because the stock price does not yet reflect its real value, (IMO), this is one of those opportunites that is rare.  From pure luck this is a public company already, and we won't have to pay the usually high price demanded when private and successful companies go public.  As the derisking occured the stock price lagged, and the proof of that is clearly seen by all the angry and frustrated long term shareholders thinking that management just isn't communicating well enough.

I am truly sorry for all those whose outsized bet began so many years ago, versus those who dollar cost averaged in or who only just recently bought, but I do believe it will pay off, and as a group here we have had the abiltiy to learn the comprehensive details needed to keep us confident and holding even when the lagging stock price has us wondering if there is something we missed.  

I don't think I've ever known so much about one company before, where even new employees are examined by some of the excellent DDers here.  Every tire has been kicked, and because the stock price is low, we wonder what we've missed. IMO - nothing.  Instead we've been handed a golden opportunity which is to back up the truck and fill her up.  Which I've done.  Now we have to be like Warren Buffet who loves to buy undervalued companies, and then patiently wait for every one else to figure it out.  

It's a funny thing, but we'd feel more confident in the future if our company had alwas been fairly valued, but then the opportunity to buy in at low prices wouldn't have been on the table. Things may get worse, because the ones who know about Poet have probably bought all they can or are willing to buy, and stock prices sink because they run out of buyers, not because a company has run out of value.  Let's hope the institutional investors who talked to Suresh about wanting to buy in when we get to the Nasdaq and get our stock price over ?$5? will really do so.  Even if not, being on the Nasdaq will add to the pool of eyes and potential buyers, no doubt, and we are so undervalued here that any downturn will not last, imo.   Diamond hands.