Well from my perspective, as soon as there was a delay in the final payment my initial thought was I wonder if Suresh has a plan "B" in his back pocket with respect to what DL provides in the supply chain. Quite honestly I would be a little surprised if he doesn't, just in case. 

in fact, it wouldn't surprise me if that happens and it wouldn't surprise me if the Tier 1 and others have voiced their opinion on the subject. Obviously Poet would then have to re-think their way into the Chinese market. In any event, there are a lot of balls in the air and like others, I hope there is meaningful resolution sooner rather than later.

In terms of the warrants, I believe that once the SV options were dealt with it cleared the runway for the Tier 1 news whatever that may be. I don't think we have to wait for any AGM housekeeping