Great find ITTR! I think Lumenge hit the nail on the head with his assessment.
For me, this lends additional validation to the claims of the buyer spending $100 million plus, to expand the facilities. If true, Poet's purchaser is wasting no time and appear confident in the Poet product.
( Poet and the companies with NDR's will be in need of contacting you, ITTR, in order to slow you down and remain under the radar)