I think it is important to remember that all costs associated with the production out of SPX are covered by SAIC. But yes there will no doubt be a financing in POETs future but hopefully by that time POET will have production out of the JV and have a much higher value as a result. They seem to be sticking with the timelines associated with the JV production so I think their plan to wait is a good one. But I also expect it will be a very big financing to fund the development of the spectrometer and associated health monitor and whatever else gets put on the front burner.
There is no way for the company to know who or why someone is shorting the stock if that is indeed the case.