Guernsey21, and forum,
You forget the warrants due Febuary 2023, at $11.15 if I recall correctly. Enough to provide a bit more runway while the revenue ramps up.
Meanwhile, a low sp for now is OK because 1. Poet is in a 'position of strength' and therefore doesnt need to go to the markets, and 2. they are probably still hiring and low sp helps attract the best.
IMO, the sp will go up and get the warrants in the money after the agm. Hopefully the market has settled and conducive to good news by then. But maybe not,... that is the risk IMO.