A new article today, just summarizing recent developments, nothing earth shattering, but if you are interested here is the link:
http://www.pinnacledigest.com/blog/alexander-smith/poet-technologies-lab-fab-transition-continues
Key points of relevance:
"Investors are now grappling with a technology that is taking time to reach the next level..."
and
"Some investors are wondering how quickly POET can deliver on its goals to reach fabrication and ultimate commercialization of the core source of its technology."