Yes they are all possible reason and I agree that the delay is a...

Yes they are all possible reason and I agree that the delay is a strong indicator of a surprise of some kind (in the positive). 

BM mentioned strong interest in the VRX product from Asian customers and I think that he suggested that he had been fielding requests for samples 2 or 3 times a week for some time now? Its more than likely that these samples have indeed impressed some of these potentials. I also recall that off-takes were being discussed. 

I think this is important as it has potential to shape the long term strategy of the company. What if one of these buys like the product so much that wish to buy the company? Why agree to multiple off-take arrangements if there is the possibility of "one mother of all off-takes" or even a life changing buy out - lock stock and barrel? 

At the end of the youtube Brisbane presentation BM does close by saying that "we are working on a few other possibilities....its an exciting time for the company".