"we are outperforming the sector no matter how you want to define it on a year to date basis."

Thats a convenient perspective using a time period that suits your argument, but when looking at a slightly longer time frame shows insane outperformance in the Nasdaq and all tech stocks. Its almost an insult to us very long term shareholders of over a decade now (when tech has been killing it performance wise) to try to spin it the way you did and any intelligent investor knows thats a false picture of the real performance, and significant opportunity cost of having been invested in Poet over the last several years. Yes, I know, the response will be we have know one else but ourselves to blame for that.

You can also look at the performance of the Nasdaq (the last 4 weeks) since we have actually been on the Nasdaq which makes more sense to compare to now. Its up 9% and Poet -31%!! What happens if the Nasdaq corrects much more over the coming weeks? The excuse will be that its overall market conditions. Its never the fact that we keep having carrots dangled in front of us, always a few quarters away from production for as long as I can remember. Go look at the corporate presentations from 2-3 years ago. We have always been close to production! Didn't think they would actually move to the Nasdaq with no strategy in place, no real marketing campaign and follow through on momentum. Now we will be approaching the quiet summer months and sell in May story. Will that be an excuse soon too?  We can never seem to catch a break.