Poet Technologies Inc (POET)

[Rickface]

Hey Mack,

I did listen to the audio but it was hard to stay enthusiastic. He seemed to go on and on with too many good things to say. Without knowing how much to trust any particular declaration, all of his words meshed together as a group of unsubstantiated speculation. I would have preferred that he say 1 10th the quantity of words with more quality in each thought. By quality, I mean demonstration, not promises so it may be that this was his only choice. But this is a common situation in early tech investing. In order to make it through these periods of silence, a lot of patience is needed and fundamental belief in the approach.

Proto,

I do believe in POETs approach. I'm less keen than I was about a possible LWLG collaboration, but in general, I do believe the POET process will find use in the industry. I think there are plenty of signs that they are working hard to find that first application. The team they have assembled are likely to do a robust job of delivering it in a way that makes an impact. I do still hold some shares and yes I also added to my position this week. It's not as significant as my LWLG holdings, but my strategy includes the possibility of either one being a hedge for the other over the next few years to support my patience.