"It's a fine judgement but my view is that POET’s momentum is beyond reasonable doubt on the evidence we currently have, the rest is icing on the cake."

The trading volume and share price are proxies for reasonable doubt.  

While I am optimistic, and agree that POET has built momentum, ALL of that momentum makes one big assumption - the IO works as well as anticipated and the majority of potential users will qualify it for their respective needs.  That's what is going to take a bit longer than anticipated, obviously IMO.  I'm thinking October.