There certainly does seem to be a disconnect between the Zack's report and what Raju is stating in the video.

POET seems to be a going concern despite what the share price shows.

We have almost 4,000,000 shares traded today, but none as of yet at the financing price. I guess the next leg up will be at the warrant price of $1.52 Canadian.

Only time will tell. I believe if all the warrants are exercised it would be a 7.86% dilution of POET shares.

IMO

Zax