I could not agree more.
SP is in a wait and see mode, which is fine by me. POET is a show me stock now.
Next steps for news flow should be something like :-
1.0 Financing confirmation; either an Operating LOC (ideal) or Convertible Securities deal (Q1)
2.0 Additional orders (single digit $M) from existing and likely a some new customers for
one-time engineering costs associated with new alpha and more final Beta samples (Q1+Q2)
3.0 Production orders starting Q3 (as per Corp Presentation). SHOW TIME !!!
POET is in the Taxi Lane getting ready for take-off.
No doubt about that in my mind.