For those is attendance at the AGM, was any mention made of any POET IP that has NOT been brought forward yet? It is possible that there are new breakthroughs that have not been "dealt with" in the traditional way yet, just because there is so much going on with the existing work.
I think it is important when assessing risk to consider this type of potential value that may just be sitting on the backburner until further along in this company's developmental progression.
Could be as simple as the expense required to patent everything, for the time being that is...