mqtt_helper: mqtt_connect, error: -116

Context: I'm trying to adapt the FOTA over WiFi exercise to nrf52840 board + simcom modem. https://github.com/olalonde/ncs-l9-e7/tree/modem-port

I fixed a previous issue where the DNS resolution would deadlock but now I'm getting the following error:


[00:00:32.900,512] <err> mqtt_helper: mqtt_connect, error: -116

```
[00:00:32.886,718] <dbg> net_l2_ppp: net_pkt_hexdump: 0x200345fc
                                     b7 c0 2d 34 8c 3a a7 a3  9f 14 cf be ee          |..-4.:.. .....   
[00:00:32.900,421] <dbg> net_sock: zsock_close_ctx: (aws_app_work_q): close: ctx=0x2000ac88, fd=3
[00:00:32.900,512] <err> mqtt_helper: mqtt_connect, error: -116
[00:00:32.900,543] <dbg> mqtt_helper: mqtt_state_set: State transition: MQTT_STATE_TRANSPORT_CONNECTING --> MQTT_STATE_DISCONNECTED
[00:00:32.900,573] <err> aws_iot: mqtt_helper_connect, error: -116
[00:00:32.900,604] <err> aws_iot_sample: aws_iot_connect, error: -116
[00:00:32.900,604] <err> aws_iot_sample: Fatal error! Rebooting the device.
```

116 is Zephyr's error code for ETIMEOUT. However, I'm fairly confident I'm using the correct MQTT hostname and that the certs are correct. What might be causing this? I tried with this config but it didn't help:

CONFIG_NET_CONTEXT_SNDTIMEO=n
CONFIG_NET_CONTEXT_RCVTIMEO=n

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