RE: RE: Friends and family continued... Agreed VanVillan,
What doesn't come through on an audio clip is Peter's expression. If I'm any judge of body language, Peter appeared to be annoyed by the question of how much POET could fetch. Most likely he didn't intend on putting a price on POET at the meeting. It would be hard for him to avoid the question entirely once asked, and it would also be hard for him to stray from the Pellegrino valuation without any other frame of reference.
While the actual pending valuation still has to take the SP into account (whatever it happens to be when the puck drops) I still feel strongly that the final valuation will be made when the big players take their eye off the puck and begin to eye the other big players who might run away with it. Remember, when you are on defense you play the body, not the puck!