It has been picked up by the CAA, Cliff Whitaker is Head of Licencing or whatever name they go by these days.
Yes it does mean all the points you have made which is the theme of the CAA presentation and what they are considering going forward......
Where is this set out and when is the presentation? Perhaps the CAA need to have some dialogue on the subject with EASA. It is probable that the bureaucrats have failed to pick this up, if indeed their interpretation accords with that of the CAA, which it may not.
This interpretation seems to me to be nothing more than an opinion based upon the fact that FCL itself only relates to the required licences for EASA aircraft.