Jackthebear: So would it stand to reason that the delay is not because the milestones are not achieved but rather the deal they will produce is being hashed out by POET and the mystery company.

In my opinion milestone achievements and milestone announcements are two completely different things. As we have learned recently, timing is the one single reason for success. So let's just wait and let's be confident that the POET management knows what it is doing – and when.