...that poet let the market know a couple month's ago that they in the process of organizing a consortium to move forward.  What would have been the harm in that?  Am I missing something?

But rather, poet mgmt to a degree lead the market to think that the buyer was a mid to top tier giant.

So once again, the market responds to another poet lunchbag letdown.  And by letdown, I expected, like many/most that the buyer be a 'known entity'.  I'm not too disappointed that it's not but was expecting it.  Make sense?