My thoughts over at my new blog:

http://orbitealum.blogspot.com/2013/05/those-planning-on-speaking-at-agm_25.html

An excerpt:

"Subjects like a real update on the negotiations with potential JV partners, will be discussed only in generalities, as they wouldn't want to rock the boat and risk letting a cat out of the bag, such as that the negotiations are going nowhere fast."