Another one of those "conspicuous by its absence" stories. There simply has to be a relationship between POET and GF, there is no way they are left out of this ecosystem. The question becomes,"What is the relationship, why is it so secretive, what are they doing and how far along are they?"" With AM still serving them on an industry advisory board,(hmm, so that's where the TRAB idea came from) and their former Sr. VP now our CEO, that's two top echelon players who have migrated to POET. Perhaps a landing spot for Lee Shepherd?
Whatever it is, I would suspect it will be a massive contributor down the line.