tedster - the URL's getting an impression alright... it's full screen, full page, just with their URL at the top! It's on the root of the domain, framing the root of my domain. Their domain's first two keywords are two keywords my domain ranks highly for. It doesn't seem accidental in any way.
I hope it's not considered an endorsement or a 'signal' of a paid link, or anything like that. The traffic is pure zombie - hit the page and don't browse anywhere else, almost as if their domain page gets hidden or popped behind, etc. Anything tracking bounce rates is worrying from there.