Hi fairchijisback.
I think your post is bang on buddy. I was thinking exactly the same.
BNN was not pushed back for the recent announcements (BAE, BLEVINS, etc etc or Financials or because of an installation error of a new piece of equipment). That would not make any sense at all.
My intuition tells me something else is in the delivery pipe, I think it is big and it is going to pop out very soon.
PC has made it abundently clear that POET has been working on lots of customer centric deliverables that they have not released to the market. I would place those in the "other developments" category.
So we stay tuned :o)
ST