Aiming.. I agree with much of your assessment..
Just thinking out loud .. If RD provides just enough money for COR to develop POC in SA, and SA finally brings a great deal and some pps appreciation (as well as eliminates the need for a PIPE), in a way, RD was a means to an end, even if it didn't in itself bring the ultimate bag of goodies..
I'm just glad we got something cooking and COR management wasn't sitting idle over the last few months..
Cheers..