FJ, first, thank you for the time and care you've taken to understand the tech and explain it to us all.  
I have to say I'm actually quite worried though about the financials here, and it's a lousy feeling.  Poet and their tech undoubtedly have a future, but that doesn't mean their shareholders do.   What about the potential for bankruptcy and/or a cheap buyout?   I've thought about emailing them, but while I own, for me, a fair bit (too much?), I've never had the chance some of you have had to meet the management team.   This is sure a tense time when every ounce of trust is being called in.  I keep thinking surely the 'darkest before the dawn' has been reached.   Perhaps some of you who have personally met management could get some reassurances from them.  
I have always had and counseled trust in the Poet team, and sometimes been accused of being an advertiser for management, and I've been holding my shares tenaciously, but it's sure getting tough.