TShirt,
I am of the view that they definetly have something but are unable to report on it at this time for the same reason that you have suggested, in that it is ambiguous. The money masker will be the lower section I suspect.
Have they reached the casiing point, that remains an unanswered question. If they have not then they are no far away I suspect. I expect that we will have an announcement next week, could be wrong however, we will see.