I agree with your points. Additionally, my instinct tells me it's not coincidental this news is coming one week before Scott has to face the shareholders again.
As has been the norm, we continue without specifics, so we continue with the guessing and hypothesizing...
And that's why being a shareholder is so frustrating, and I've only been one for a couple of years.
As others have rightly pointed out; how will this affect their royalty/revenue model(s) going forward?
This might be the only way to revenue? We're in the dark as shareholders and really have no clue to what is really happening. I'm considering this as progress and hopefully they finally announce some deals soon!