It's incomprehensible to me, although far from impossible, that POET is sitting on news that would move the share price up. The reason for that is the almost non-existent volume.
We should hear about the 5th tranche tomorrow or soon thereafter anyway, and I don't think we sold a million loonies worth of debentures. The thoughts of the Chinese picking up a bunch of these debentures is, in my view, just the normal happy talk from the board that has been happening for years. The rule of thumb is, if a notion excites the board in general, it doesn't happen. There are few exceptions.
Bottom line, my conclusion is the same as it has been for months, we're further away from what we want, than is commonly believed. And that is based almost entirely on trading activity. My own Poet trading activity is not in alignment with my conclusion. FOMO trumps rationality - not a great characteristic in a stock player...