Steve, I would agree with you. IMO, the market sees something like "multiple interactions with prospective partners and customers" just as "words", and it needs to be backed up with announcing a deal at some point soon. These "words", although encouraging, are not seen as much by the market, especially after these types of statements have been stated many times, and quite some time ago "advanced discussions" etc. The market is not buying that.
So, time for POET to finalize a deal and announce it.
Good luck!!