Note the complete absence of an even slightly plausible story line from ROL.
People from Acorn/e14/Pace have said before that it is a laughable suggestion that the licence of ROL would include anything more than a licence to develop and sell RISC OS 4. Paul Middleton has repeatedly strengthened that claim when asked about other possibilities for ROL to make money (like sublicencing RO, selling it in a non-ROM form, selling it with an emulator).
So either PM is a liar, or he is completely incompetent (because he missed vital degrees of freedom in ROLs licence), or perhaps most likely Aaron is just making things up.
BTW, Aaron also said that the ROL's RISC OS licence does not give them any kind of exclusivity - at least this is it what he told me when questioning the legality of VirtualA5000 with its bundled RO3.1. Now it seems the story has changed again.