Yes, I have been in/out, but the ARM acquisition that fell through, primarily over the chinese joint venture that claimed IP go-forward ownership has me on the sidelines.
Somehow POET management would have to in some way explain how that could not happen in this case in the case of an acquisition.
Otherwise, investors would have to be clear that POET is an investment with a sole investment betting upon the success in their given JV structure.
Not saying that the structure is bad, it just is the direction they have taken to pursue financial success. Investors are obviously fine investing in that approach, but it is not a tailwind for them in today's political climate and battle for dominance in the chip sector.
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