ahhhh, I think if that "partner" was providing NRE $'s and/or an equity stake they would have to reveal their hand, which I DO NOT think is part of the plan.
This would most certainly be material news: POET could not just say "we're paying cash for ANAD, and enough to trounce competing bids, but we're not telling you where the cash is coming from.
If an all share offer were to come, then that would be a different matter.