Mo I think the disconnect is because the share price is so low ,one would think that what POET is trying to accomplish is a game changer and as advancements are made the shareprice should follow ,however once again the companies management with thier lack of public company experience is holding us back.
You can buy companies with paper attract top notch management and develope partnerships within the industry all thing that have happened over the last year which should see the SP considerably higher but I fear the market is still looking at the Detector by 4th quarter 2016 and Ajits Vcsel statement at the THM as the stumbling blocks to SP appreciation.
Until they are put to bed we are doomed to the show me the money type reasoning before the market will get behind POET.
The packaging seems to be a big hurdle as we saw from the short video and the interviews from all those industry players.
Having said that if POET can solve that issue look out it will get fun in a hurry.