The news from the Suresh perspective is flat out great and clear, even to me.

The news from the Mika perspective is far more intriguing, and, predictably, far less clear.  First, another interested party, not completely clear what all they are interested in, but it is very good news that there is interest.  Second, the postponing of the 2nd tranche and here's where the waters are pretty murky.

To all those cocksure folk that said the money was in and the deal done and DL sale was final, hmmm, cocksuredness of one is a great way for others to predict the contrary.  

One might think that the third party suitor might have gone straight to the consortium, right?  After all, the deal was done and the consortium is the party in control here, right?  And the consortium could just double escrow the DL deal, assuming the consortium and the new suitor could agree on a price?  One might think that, but it doesn't appear to be going in that direction at all. Perhaps the suitor is after more than just DL, maybe that's why they went to POET.  Or maybe they did go to the consortium first.  

Rick makes a good point about the consortium perhaps leaving the door open; I'm going to have to check the SEDAR filing again at some point, but those default provisions in the agreement were pretty darn odd.  If this consortium is so powerful, it's difficult to believe they would leave themselves open to an end run, when all they had to do is get the darn 2nd tranche paid.

There are so many iterations that can be traced give the limited facts we know.  Assuming there's a pot of gold to be had here, the consortium is not going to roll over politely.  For now, it's a speculative paradise in terms of figuring out what the heck is going on here.  Other than the consortium's ability to be a stumbling block, it's all very good and very encouraging.

One more thing, did I hear the sound of a thousand piggy banks breaking north of the border this morning?  LOL