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?