Here's my take on PNP and SI. They have both shown poor judgment in at least the last couple of years. They are both now in dire straits, especially PNP, perhaps SI has millions and millions salted away. But who know what all they are facing. Any and all moves by either should be taken with a grain of salt. Entities/individuals in such situations do not make great decisions, in fact, many are forced upon them. Fun to talk about and speculate, but I would ignore what they do as far as any indication of what's coming with POET.
Of course, if either can be pin-pointed as selling lots of shares, it does explain poor share price performance during the period of selling. But whether the selling is wise or not - it tells me next to nothing.