POET-ry touched on something.... AC and Tundra. Most of us know what happened there. SP was a little lower than what they wanted, interest developed from a third party - and it was snatched up for bargain prices. AC was furious and couldn't stop it….he felt it was worth much more.
I think it is a fair bet AC clearly explained what happened at Tundra with POET leadership, and as a result a plan has been put in place to maximize monetization focusing on one key element: timing.
This theory could explain why Peter declines some interviews/discussion with media and have not gone out to the market to promote aggressively yet. They do not want to develop 'just enough' attention, too early, for a low ball bid before another next leg up happens.
Thus…they are holding back the partner announcement + 100NM for strategic timing to come just before, or just after Pellegrino. My guess is the plan is to create the frenzy and get another very significant leg up in the SP, and then accept as many interview, promotional opportunities as possible…possibly releasing Atomic to uncoil with ammo publicly at the same time.
I may be stating the obvious. Never the less, these events are less than 6 weeks away - it appears. Unbelievable times ahead.