Well written reasoning and reasonable questions - thank you.
I feel that you are correct - the "this is all a scam" narrative doesn't hold water - for the reasons you stated, and many more.
As far as being an IR guy - I can tell you that I, myself, have been in marketing director positions with Fortune 100 companies who lied to their frontline people, and we all ended up - having done our jobs truthfully and professionally, with egg on our faces when the truth came out. It was as much news to us, as our customers. That happens all the time. If Rich were on the BOARD of a ponzi scheme, it would be a very different story.
The Avatar thing with Cameron - Well - I've met Cameron - did business with his brother, and know people in his circles. Let's just say, a day one of trial non-disclosure payoff to prevent the public record of testimony that could taint a blockbuster film was in EVERYONE's best interest. Studios, writers, producers - and most of all Cameron himself. Not a bit surprising. Happens a lot in Hollywood.
Barbara selling shares? Gee, I don't know - waiting for a decade +, not getting any younger, to enjoy some of the fruits of an effort like this? For all we know, Emil's pissed about it - but what we do know is that it's a drop in the bucket compared to what the two of them together have in the coffers.
The big red flags that a few here keep beating to death are easily, and rationally explained. Not so the big questions of logic: Is WACO in on the scam? The PTAB? The Defendents? Santa Claus? It's silly, really, when one looks at the ACTUAL facts and sees past the exaggerated fears - to keep playing the broken record of "the sky is falling! This is a scam!" - IMHO
