TWG, I'm not sure skeptical is the right term to describe Baba.  How about much more pragmatic than most (full disclosure, I lean this way myself).   Technology aside, everyone wants to see meaningful SP appreciation, but while most on the forum are of the "when" not "if" mindset, the market is still thinking "if" not "when", and is quite content waiting to see if our promising tech can be turned into a cash generating business.  It seems to me we still have a bit of work on that front.  Could be days, weeks, months; only POET and perhaps our Tier 1 know for sure.  IMO, until there is unequivocal evidence or confirmation of the when (and how much), there will remain a significant amount of market uncertainty.