The interesting thing to me is that I've thrown most of the clues I have in mind out there, and nobody has even tried to argue them down. I might compile a list this weekend, and the weekend endeavor could be for everyone to try and argue them down - even me.
Examples:
Why the licenses to the Js?
Why the MOU?
Why the "without prejudice" on the Js?
Why the Confidentiality Clause?
Why the buying by the company/directors?
Upon arguing each of these, and a multitude of other items, then one must look at the entire picture.
JMHO, and I'll be out all day today.
SGE