That's a really long way of saying, "Yeah I did say that, fair call Rob":
Regarding point 2, I largely agree with you and thinks it's just neutral news. Though I think the general assumption is that a director wouldn't be buying if a deal was currently being negotiated, lest they be accused of insider trading. If they had knowledge of potential terms and the identity of the proposed partner, and made an on-market purchase in the days or weeks proceeding the execution of the deal, that could certainly raise eyebrows at ASIC. For this reason I think it's a potential indicator that strategic funding and/or an offtake isn't going to happen in the coming days or weeks.
Of course anything already announced to market isn't impacted, so the EIA could drop at any time.
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