My take - the SP went up 30% from a buck to 1.30 (even 40% to 1.40) over the last month.
Now all the material news that occured during this time - was we acquired 2 companies with modest to no revenues at about 10 % dilution of our shares (good deal BTW)- although great for our long term value - not good for the short term.
As well we received no news as to whether the POET process was closer to commercialization (we had thought AOC NREs H2 2016 - now we are being told 12 months). The POET process and it's disruptive potential is what is driving the SP and our market cap - so when they have a THM and mention very little about it (IMO) this is not good.
Now there is still the same longterm value here - but the market right now does not care about that with a venture stock - this IMO is what is happening to the market right now - we have to ride this out or move on
-DC
