I would hazard a guess, and presume SDL are running out of money, and are willing to accept some low-ball settlement offer so note holders can recover some of their "investment".
As we know, there have been no updates regarding SDL taking further action against ANS since the $595k was awarded (and subsequently paid) to ANS for discovery costs. One might assume if there was a smoking gun, it would have been presented long ago.
Waiting to see if there will be settlement with Cameroon....