I agree with you. The quarterly should be coming out soon and it will probably be late due to either the DA announcment or another stall tactic. If its a stall tactic the stock will fall dramactally, if the DA is signed it will rise rapidly.
One can't be so niave as to the management saying 'OUR PEN RAN OUT OF INK AND IT WILL TAKE A FEW WEEKS TO REFILL IT.