Regardless, I do not believe that AR is on the verge of some new deal with a new partner. Maybe he did a demo for someone. Maybe it was Hydrofusion or someone else. But I highly, highly doubt that any entity would invest a dime in AR at this point without fully scrubbing the ERV report.
You have too much faith in people acting rationally. As we see amply on this forum, people are often driven by hopes, fears and dreams, and they allow these things to cloud their judgment.