Franz, I could not agree with you more.

They are at the site for some reason and were not able to do the presentations last week. They are supposed to be back on Monday. Richard's comments seems to less guarded so like you I think he has something that he cannot wait to tell the world.  I think your scenarios 1 and 2 are on the money. 

I am now seriously thinking of attend the AGM and hoping to meet some of you. Hope they have a big room and arrive early to get a seat.