"That is speculation. First is $10million in POETs treasure considered running low?"
You are right, I made an assumption that they needed money. But maybe you have also made an assumption. Do you know how much is in the treasury right now? Maybe outstanding bills have come payable? We just don't know, and as you suggested, Poet has been very economical with facts and news.
You haven't commented on the ethicasy/legality of manipulating the stock price lower to allow a hedge fund a profitable entry - and withholding important information. If I had a very large number of shares, I would think about getting some legal advice on that matter if your scenario proves out.