RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:apres THM@poetinvestor,
Good post. I obviously view things differently based on the trust I have in current management to get the job done. But yours is a defensible point of view based on the history of the company.
I would only say that I think the current management has the reach and experience to get the job done and they have done it before. Clearly they knew what the previous managment + investors didn't know, which is that you can't just plop a new type of process on the table and expect everyone to start a bidding war. Apparently this doesn't happen, no matter how much you can disrupt. Also, they left good paying positions to take POET to the next level and I feel like they did their DD. I would also take from granted the fact that ex-POET people are already trying to beat the market to punch with POET inside, as a sign that we shareholders really will be rewarded soon. Maybe not at the Investor Day, but as soon as POET has some data on the VCSEL and announces prospective customers.
What you are seeing at Agoracom is a public discussion for spitballing ideas and possibilities. This is what excitied shareholders are free to do in private. You have to admit, it's at least honest. We are not trying to hide our beliefs about POET's trajectory.
If the discussion there is bothering you, you would be better off ignoring it.
The only part I really take issue with in your post is your characterization of managment pumping the company during the CCs. They are excited about the possibilities and that's it. They know they have to bring the customers to the table and they have set a timeframe that we are still within. I am willing to wait to see if their targets are met.