I for one expect the licesnsing/partnership deal to come to fruition....100%.  The reason I have that expectation is because DM has never hidden behind forward looking, and therefore safe harbour protected, language.  He has never said "we expect/anticipate/hope.....it has always been "will".  To my ears that is a material statement of fact.  

Does that mean that something unexpected couldn't come up to derail such eventuality?  No.....but I think it would take an event beyond reasonable expectation.  In law its called the "reasonable man's standard".  I believe that a licensing deal is a slam dunk barring something that a reasonable man could not be expected to anticipate.

I wonder if its now "reasonable person's standard?