The FS is as good as it can get. A lean and healthy company with 1 year+ cash runway (invaluable in this climate), expecting its platform to be in datacenters in the coming months.
NREs will easily get the warrants in the money, and we'll have even more cash on the runway.
Ideally POET becomes self-sustaining. I have lots of faith in managements to execute (as they've done so far).
Cheers