Just thinking out loud:

Previously, I was looking forward to the information circular to include a singular buyer of Denselight. One that was rumored to be "one of the biggest, if not the largest" semiconductor fabricators. However, Lily states that the investor pool includes the following sectors:

• Industry

• Government

• Financial

This is exciting as she continues to signify how meaningful the DLS deal is to each group of investor. She expands in stating that DLS benefits the traditional manufacturing, Factory of the World, chinese investor base moreso than the conventional cutting-edge technology based american companies.

This makes me wonder why the other groups are involved and how it transpired? It's interesting with the comment that any one of the investors would be capable of the entirety of the funds. With limited resources and "focus" being key, would POET have approached these groups individually? No. I don't believe they would have expanded the investor base unless the gravitational pull of this technology was big enough for them to require a board of financial, industry and government investors?

With the first half of investors prepared for traunch 1 (early October), and the second half readying for traunch 2 (December 31), Lily goes on to explain the OGI process. Stating that each investor group is undergoing individual OGI approvals. She correlates the investor reveal(s) to respecting the OGI regulators in so not to wrongfoot them. This makes sense. But I'm wondering if the timing of traunch 2 is directly related to the expected OGI approval of the second half of investors. This makes me think the name reveal(s) will be after Dec 31, 2019 and will greatly help getting warrents in the money.

With these facts I am pondering:

• The impact of DLS deal is bigger than just a single and large semiconductor fabricator. They must have planned for some serious business if they needed to include government and financial investors. If they industry investor was really "one of the biggest, if not the largest" and they need additional support from financial and goverment investors? Exciting.
• However, maybe the other investors were required along with individual OGI approvals because of how the trade wars has increased the complexity of chinese / western business? Is this just a fully thoughout plan to ensure all ducks are in a row? Of course it is but was the involvement of the other chinese parties required?
• I wonder if the DLS deal is directly related to POET's tier one 400g client. If so there might already be a positive relationship between the our chinese industry investor(s) and the us client? 

Thoughts anyone?