This isn't about rewarding companies for settling by letting them get their money back if the patent is invalidated. It's about killing the viability of the mass-lawsuit, quick settlement patent troll model.
These companies use patients like lotto tickets, and a lot of them "get lucky." However if these trolls constantly have a axe hanging over their ill-gotten gains, they may think twice before trolling.
While I'm completely opposed to these three-strikes rules, I think some good can come from New Zealand's passage of this law.
The world needs to see the vast and far reaching the consequences. When public wifi dries up, and businesses lose their connections, the failure will be crystal clear. Fingers crossed, I'm hoping that one or two of the lawmakers who voted for the law will have their connection severed.