These guys were friendly but they did not take me into their inner circle, so I'm afraid I can't offer more than my own opinions.
I confess being annoyed that there have been no new announcements. However, today's trading doesn't look like a stampede in either direction. I've decided to remain calm for now.
For what it's worth, I believe the FFI/KFA crew are batting for a home run, rather than a base hit. Just opinion. If they swing and miss, there'll be no joy in Mudville. But I've never admired small thinking.