Just spoken with the company & bought in.
Apparently the name of the company that has been delayed will be released in January at the CES show, which will announce the association with Sarantel.
Reading between the lines this just looks like a typical quality tech company with a superb product that has suffered because of a large order delay.
Never know if your timings right at these levels, but if it's as cheap as this may as well buy while it's still the current price in my opinion....plus seems a flurry of buying on what is usually a quiet day, although some big sells too, I admit, but got a feeling the 'floor' is here or near!