"Do you think there is any in-between type of possibility--like a Letter of Intent on North Pipes?"

I don't know, but I'm not sure that would make any difference. What is there about the market now that would motivate anyone to commit to spending money on this type of project when there is no profit at the current price of uranium, IMO?

"If JB really does have to go on this Asian trip this month, it seems like we could wait even longer for the most important NRs. Seems like we'd hear something soon on that trip, although one factor that is not a factor."

I'm not sure what you are asking, but I don't think JB going to Asia has to negate anything else.