I do recall those explanations but "in talks with" is that really a customer? I would have hoped that they would be in talks with a whole lot more than just a handful.
"will buy once available", then issue a damn PO and tell the world about it.
ITTR, I respect your patience and support of Poet and I would like nothing more than to echo your sentiment but I just wish that management would get as pissed off as the shareholders about this situation and demonstrate some urgency and some action to address their market cap