The letter to shareholder is an interesting idea.

For me, I want clarification about the money.  Where do they intend to get it to support the growing payroll.  That's the only thing I'm not confortable with at the moment.

I agree with the technology roadmap and have a lot of confidence in the tech people at Poet.  I just want to be reassured that there will be enough money to get the products on the market in 2018.