Fair enough Civi. Opinions vary and to date it seems your fears have turned into reality so even if one were to disagree with your opinion, They should at least acknowledge you COULD be right. Wanted to touch on one part specifically where you stated...
"Sadly, I'm told by KRY, we are continuing to honor the cancelled contract to stay in compliance"
I spoke with Richard and heard the opposite. What I mean by this is he explained to me that since we don't have to be in compliance with the MOC they would run bare bones to save cash thru the arbitration process to help from hemmoraging cash. (if it is in fact the route they go) Perhaps the goal is to stay in compliance until arbitration is officially filed?