Don't over think this.They needed money. They had options in place to inject money by themselves should the SP go up high enough. The SP has never reached that level, in spite of many subsequent positive news. Scott Moore indirectly expressed his disappointment to that effect earlier this week.
This investment today is a shame, as it is more dilution than anyone here expected, but it is needed as the market remains unreactive to this amazing opportunity. That an investment comes through can mean only one thing; this project is moving forward. There's nothing to be done about it. If you believe in the project, then this shouldn't change a thing.