You could be on to something there g-s, given the long lead time, I'd say this might be a kind of 'sweetener' for more to come, plus provide a catalyst to move the needle business on and focus on new projects.
Personally, I think in is just another step forward in getting SFP from a 'shelfie' to a...I dunno, wealthie??? hehe
The price drop might have been reflective of the whole day, perhaps?
Cheers and DYOR