When are they back in country? That is the key. The next round of meetings should be definitive and answer the question of whether or not to play the final card aka arbitration. Deal or No Deal as Howie Mandel says

Personally I don't give a crap whose where at this point. Either we get news ahead of the next quarterly financial release or we don't. If we don't....we better get some real facts in the quarterly....not "we hope to hear shortly"... "we're still waiting"...."we've had encouraging talks"...etc., etc.