Sorry for doing the whole recap sort of thing in my post, I know that can be irritating. I just enjoy seeing Jessamy through Karl's eyes, haha.
Anyway, the only part that prompts any response is the second to last paragraph.
At this point Karl is a little paranoid...and of course I'm hoping that might spark a mention of the bear
(if they identified it as a bear, I forget...)
Edit: I didn't make any connection to Beorn until the reveal...and I was just looking at the Middle-earth atlas at the diagram of Beorn's house with all his beehives.