FJ. not to be pedantic, but we do not KNOW that they were not looking for money "even 2 months ago". On the contrary, according to the CFO, they have actually been looking for money since he came onboard, it was just a question of the least destructive way of doing so.
Also, the assertion that "changes there" (with regard to India) have "extended (changed) the waiting period" are entirely speculative. It is also possible that Poet never submitted a bid after hearing the terms. Also speculative, because we have no FACTS to support either.
What we have, factually, is an MOU with a Chinese manufacturer to assess some Poet prototype samples, a small bit of insider buying, some warrants were exercised and a $12 million dollar bought financing.
All that is and should be enough for other shareholders to determine their hold or fold position without the drama of you and BCD and others beating their chests as to who is "more right".
Remember detective Joe Friday? "Just the facts ma'am....just the facts...." :-)