Bread&Circuses: In her last report: "We believe most if not everything Celestial is planning to sell contains POET." Why does she not know? She did not bother to inquire. I am not a fan.   

Small Potatoe: I'm sure she can't get info on Celestial because they are in stealth mode, so those numbers (800 million) must have come from Poet imo.

...maybe both of you are right a little bit and I am sure CAI is even more sparing with information than POET.

Rainer: On the other hand, POET does not reject this assessment, but even quotes it in their blog post. If you don’t see any confirmation in it (and formally it isn’t one), a denial definitely looks different.

...no doubt. And even better: no one can accuse POET of misinformation if it doesn´t come true.

So what is to learn? 

CAI is thinking big, there are investors that love their line of thinking. POET is in a good position to get a nice share. Everything gets more and more exciting, but nothing is for sure.

Welcome to POET Fun Park. Opening soon. Maybe in July. Not later than 2025.