Thanks for that Fj. Sounds like now would be a good time for them to start proclaiming what they will have available and when and let the industry plan to take advantage of the technology or try to match it. 

I don't fault the company for the technical decisions made given the variable speed of innovation, supply constraints (wafers, lasers, etc). They may well have overachieved in some regards, except for the ability to monetize the technology more quickly, a common characteristic of a developmental company.

Unfortunately, the developmental vision was never matched by the financing side of the business in terms of how to raise capital and, as importantly, when. That failure forced the company to make choices rather than develop solutions in tandem.  

One thing that seems clear in retrospect is that, when development has resulted in visible breakthroughs, financing went far more smoothly than when it seemed to be at a standstill, or worse, had a setback.

If the current accomplishments you have described are seen by the industry as compelling, the means to finance them to the finish line should be done from a relative position of strength that is far less painful to existing shareholders than those recent financing attempts that had no clear and current developmental milestones to stand on. Now is the time that the CEO and CFO must meet the moment.