I'm no techie but all that I have read makes clear common sense to me. But, part of doing good DD is imagining the down-side "What if?" and then attempting to mitigate, explain or rationalize it as part of an investment portfolio.

It seems that a lot of the risk has been removed/minimized of late, but that dos not mean all the risk is set aside.

So, I ask those more technologically inclined forum members....Where/How is it possible that Poet's technology goes sideways (or nowhere) and the stock and company do not succeed as predicted? In other words, what is the potential chink in Poet's armor?