My thoughts are...

I've heard this same story for almost 10 years now; "Hopeful, excited, proud..."

Perhaps a reason for optimism was the lack of time-line fluffing, as in past years; "Up and to the right, the year of POET..." along with the acknowledgment that perhaps putting all the production eggs in the Chinese basket, might not be an optimal idea (finally).  

And as a very long holder, I'm still no closer to figuring out whether to: buy and average WAY down, just hold and hope, or liquidate at a massive loss with the latter being probably the least intelligent option, and the first option being the least likely based on performance.  That is the perpetual challenge when trying to assessing this investment from a strictly non-emotional standpoint.