Some sort of deal must be near completion for this particular area. just my opinion based one clues here and there

-they don't see a need to NR this

-the fact that the warrant exercise program is for non-insiders

-slide 14: the last item says "discussion in progress", more direct and specific than the 4 items before that one use generic words like "initiated", "discussionS" 

-what Don said during slide 14, sounded to me like it was a "satisfy another condition of the agreement" sentiment