To be honest I would be disappointed if it just was the capitulation by Luzon. I mean we already know that we are "at court" so a normal ann. one way or the other would be enough. The Burraga/Chinese thing...possibily but still a bit too early based on what we know.
I was also thinking of something to do with JK's coal interest but I don't think that was a big deal.
A joint venture,,,,mmmh
"Mystery project"?...... sounds good :)