TED- also you to consider, ISC has reached the end of their rope- going it alone on DM loans that simply keep the company afloat so DM can convert-dilute does NOT advance their goals nor nourish their aspirations.
I see ISC as an innovator with true aspirations for the benefit of this country and ROTW. They cannot do it on their own.
So perhaps, if a BUY IN or BUY OUT cannot be struck, the best way to handle that would be to keep talking and to talk to US about their continuing discussions. This could be a very positive development that sort of loosens the SP straight jacket.
Converse to that idea, all talk stops, DM re-ups on same terms, SP tanks and discussions begin again in a few months but the SP Straight Jacket will be much tighter, not looser.
All of the tough negotiations go down to the wire, according to the Great Orange Chimp...