DL is small potatoes for GF, so I’d be surprised even if the bought DL, it wouldn’t be to transfer other manufacturing in, but to use it as a unique site for InP development. Long shots IMO.

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A thought: Could this entire DL "sale" be just a way for a friendly customer of POET to have helped them secure this bridge financing until the verification of the OI? we were told it was non-binding, so the acquirer could just back off and let POET keep it...

Are there not good reasons to retain Denselight, if the cash burn issue completely vanishes in the wake of initial orders for the OI?