I agree in a sense GF.  Extolling how valid or relevant "claims" are, we can't lose sight that they are in fact to this point only that.  Claims.  We can see thus far exactly how valuable claims are: about $1.30 USD each.  At this point I don't care about how substantial or defendable a claim is.  I'm here for proof, shareholder value, and return on investment.  Nothing we can do today but wait for tomorrow.  Nice to see the rest of the market going up though on a positive inflation report. 

Important and respectful follow up note: the above isn't in any way intended to detract from the immense value of posters like B&C, FJ, Rainer, etc. who provide incredible feedback and industry perspective.  So much gratitude for helping with our collective understanding of the poet tech and framework.