Possibly it is based upon their stated investment objectives.

Possibly it is by mandate.

Possibly they are severely restricted until a certain pricepoint is reached.

Possibly they are just sticking their toes in to test what they are already sensing.

POET is still considered a risky investment and that does not come just from reading the boilerplate language, but from the lack of revenue, lack of contract news, lack of earnings projections, and a lack of being tested as truly scalable and able to produce the products in the coming millions that will be required.