I don't think that these actions are secret, just that there are material discussions taking place that preclude anything more than the minimum disclosures required. Talks with Karlsson in LA probably aren't difficult but maybe a renegotiation of the off-take agreement is occurring as well, since the timing that mandated for production/delivery always was a little close. The Chinese already have used the signed agreement to obtain lower prices from Canada so they don't necessarily need a quickly-producing mine to benefit, but no doubt any delay opens up new negotiations of all terms, particularly price and maybe even the structure of the entire deal to include the purchase of a partial interest or outright buyout of the company (unlikely though since China has had difficulty owning U.S. resources).
Point being that the note, mine development, and project financing all are interdependent so none will be resolved until the terms of each are settled. Since the debt is secured by the asset and held by an interested party/partner (not bank debt), I'm hopeful that all the moving pieces ultimately will fall into place in such a manner that current equity will share in the mutual rewards.
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