Thanks Leb for this intriguing information.  Surprised others haven't commented further, as it makes for impactful reading.  Although, I have no idea of the reputation of the writer.  But they do go onto say this...

"we believe that some of the largest players in the space will be among the earliest adopters of the POET technology and this will drive revenue in the hundreds of millions for POET in its first full calendar year of production with the potential for many billions over a longer term time horizon"

I suspect the full calendar year of production they mention would be next year.  If we get near to that sort of figure in 2024, with the prospect of billions in future years.  Then the last 13yrs of my investement in this company will be richly vindicated.  Not there yet.....! But things are looking very promising. Bring on the institutes!! But you can't have any of my shares for under $100.