Jack,
I am not really worried about if what Poet is proposing can be done mostly because they have already done it. As I have pointed out in a previous post 2 of the 3 components for the AOC have been verified and the 3rd was verified at the Lab setting but not witht the new "formula" in a production setting. I see this as a pretty clear sign that it is just a matter of getting the recipe right and optimized. They know that it works, now they just have to fine tune for production. These people are not coming here for a product that "MAY" work. The science is sound, its the Product that needs work.
I have faith that the people we have in charge are way better scientist than they are market Guru's. I have said it before, I think they are so focused on the science that they neglect the market, because they have the "If we build it, they will come" mentality. That is my only frustration.
BCD
