Sorry but a forecast that is not based on any actual and historical sources of revenue does not provide any comfort nor confidence.

All the analysts are doing is making enough assumptions (because there isn't an existing  revenue stream) to come up with a perceived valuation which is then qualified like "as long as demand exists".

And, all the analyst's valuations to date haven't exactly come close to Poet's cap. Nothing in an analyst's report can carry the weight of what a company can disclose, end of story. So Poet must find a way to remove the shackles.