I believe that the sale of Denselight was always part of the Plan.                                            

Poet has/had accomplished everything they wanted to at Denselight; Build and test the Optical Interposer and other optical devices, install new equipment needed, hire engineers and staff. Poet was able to retain 100% ownership of all the IP assocaited with the insallation of these processes at Denselight.

While Poet was developing the Interposer, using their own Fab was essential to retain full ownership of the IP, and keeping costs in check.

My understanding is we now make money from the direct sale of all Interposer or Optical devices that are made through licencing of Poet's patents at Denselight.

I would then expect this Denselight experience to happen again, with another company, without Poet actually buying the company. Think contract work, Poet comes into a InP company Fab, and retofits equipment, processes and people to install  Poet IP  into the Fab. Poet leaves the fab, while still owning the IP, and makes a licensing portion of each unit sold through that Fab. Not to mention, getting paid for doing work retrofitting the fab.

Can you say "Next" ?

This is my opinion.