I checked out the Craig-Hallam site.  POET is on their Alpha Select list.  Here is their definition of Alpha Select

"To make the list, each stock must meet some tough criteria: above average growth prospects, attractive business models, unappreciated value and strong management teams just for starters. Many of these micro-cap companies are discovered while our analysts are diligently researching within their sectors of expertise. Sometimes they uncover hidden opportunities that defy traditional sector description. Because few analysts focus on these unconventional sector businesses, the potential for maximum investment returns is truly extraordinary"