Why would anyone be interested in Poet at this time, no matter what we have?  That's the question.

Well, retailers own this company. Anyone who wants a position of any reasonable amount can't get it without driving the share price to the moon. Are any of you going to give up your shares no matter what the offer is if the demand for said shares is driving higher and higher? 

If accumulation is desired then it has to be done slowly like what's happening now. If you didn't have a good position in Poet and wanted shares then why would you want anyone to know about how good Poet is? Try and buy a million shares on the open market tomorrow (not talking about manipulation like buying and selling) just a straight order. Where would the share price be at the end of the day? Nobody wants to part with their shares of Poet unless coerced into it (more or less) for one reason or another. 

And that works for now but sooner or later when those contracts come they will have no choice but to pay big time for a piece of Poet (the best thing since sliced bread) if they want a part of it. And they will want it and they will buy it at any price because that's what they do. 

May sound simple but it's true. We just have to wait and hang on to every share...T