Exactly analyzed, Lumenge!

Poet continues to derisk. For a very (too) long time I am repeatedly trying to find the flaw in my investment thesis here. What can fundamentally - go wrong?

An invisible (for us) competing tech? - No way, we can spot no patents, no publication etc. OK, possibly our Sherlock fellows here are not perfect. But Poet at least should know best...

An economic downturn of the overall market? Not anymore - we are well funded now, and especially in "bad times" the lowest price tec is king! And - so far, we have no turnover, so we can not lose any turnover.

A takeover (attempt)? Oh well, let them try, it will end up in a bidding war, as the Tec is well known with all the alpha and beta testing customers.

To me, the biggest risk is that all this is taking time, so I could lose my patience.
Yes, from time to time the forum here is inflicting me with depression, but most of the time it is the opposite: This forum is setting my mood straight not to lose my way. And this way, as Lumenge explained, could be highly profitable. Mr. Market is still in disconnect. OK, this usually will change.