Short of asking IR directly, "was the NKF presentation pulled because of a pending deal", there's no way to know.  And obviously they'd never answer one way or another regardless. 

I'm not worrying about it right now....its like the warrant incentive.  So many found it highly unlikely, or nigh on impossible, that the company would have offered the incentive without first knowing there was assured interest. 

Just because some view something as highly  unlikely doesn't really mean anything.