Some caution is required here. If I'm not mistaken, the POET data used in the Pellegrino report was supplied by the Company. The Pellegrino valuation is also conditional on 2 key items.
1. The R&D activities must be completed, i.e. milestones which we are all waiting for.
2. The POET technology must be adopted by the industry. Obviously if they hit the milestones, this will not be a problem.