Bodgit
For what it is worth I think that you are on the right track with your interpretation of RJ's comments. There seems to be more than one off-highway manufacturer that is interested, and if, as seems likely, these are not tractor manufacturers, there is the matter of what is happening on that front.
Do you remember that someone tried to fit time-lines to RJ's graph and discussed the implications? The posting has been listed on The Motley Fool as one of their most recommended posts of the year
Ratters
Antonov seems to me to have a strong technical following and some interesting links with OEMs. What concerns me is whether their fuel savings are that great and their regular re-financing arrangements; on the latter point I dont think that I would want to invest there until I had looked into how they had arranged these additional funds and whether profits would still directly influence share values.....this is not meant as a criticism but simply a note of caution!
Best wishes - BJ