This tells me that Poet is getting ready for a big reveal very "soon".  No way that they will repeat the previous management's marketing/pump routine if they don't have something material and substantial to follow on from this marketing push.

They are priming the investment community to pay attention for the upcoming Tier1 announcement.  I will be surprised if we don't hear something in this regard before the AGM, given all the current indicators.

Also the fact that they haven't moved the AGM date and posted the information circular first thing this morning is also telling.  They are clearing the runway here.