I would have to surmise the transactions he is referring to are any or more than one of the following:

1. A large financing to fund them through arbitration and pay off the notes.

2. A JV with VZ

3. An outright sale of the contract to a third party.

4. Sale of equipment to raise funds

And some of these may effect the negotiations of the others. Just for example, if they can't raise money right now, they may be forced to sell cheaper than they want. If they can raise a lot of dough, then arbitration and paying off the notes seems more probable and raises the sale price of the MOC. If none of that works, entering in to a crappy JV with the gov't may be our last resort.