It's not really dead, just a cautious watch. The fundamental idea and product they have is brilliant, and will most likely grow in great demand in the future. Isocyanates will be phased out and disappear. It's a matter of time. However, at the current moment, you just can't win with these notes and dilution. The only way this is investor-worthy, imo, is if they cease and desist all notes, seek/acquire non-dilutive financing, and commit to both in a public PR to shareholders. Until that happens... you can make money off the quick pump and dumps, yes, but you'll never beat a dilutive MM in the end. The house always wins. Good luck to all.
