This is a response to a somewhat garbled question, and can be parsed in a few ways. But since Shea did not himself say 2012, I think Dew's "timing uncertain" is still the most accurate summation.
As previously posted, I do not think Rick Shea’s answer to the question in question conveys any useful information one way or the other. An FoB partnership deal in 2012 is pretty likely, IMO, but not because of anything Shea said on the recent webcast.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”