Here's a thought. Do you remember Denselight sales chief saying some time ago he would have to adjust from POET being his "boss" to become his "best customer"

What if that hasn't actually happened?

What if POET's preoccupation with their "tier 1" has prevented the acceleration, much talked about during the sales pitch, of product need from Denselight to POET?

What if China Prosper thinks POET has dropped the ball on product purchasing, that they were counting on, to offset the purchas price of DL?

What if the missing $5 million is China Prospers way of saying we aren't happy with you, POET!

IMO, of course