Of course, I like what you`re saying - yes, there`s the impact angle for getting all three under agreement at once. Impact from Share price first, but also shows the remaining that they need to be expedient and commit to license - these 3 with their horses didn`t win, it would be more than foolish to think you can do otherwise.
I agree, IMO TPL sees these 3 as a significant corner to turn.
I do enjoy these strategy pondering posts....
Regards