Your post was helpful and I am not surfe why you are taking it differently.
With as careless as KD has been with dates and deadlines and promises of upcoming agreements, the fact he said there were only 5 visits stood out to me immediately as bullshit.
This part of the uphill battle EGMI must now climb. The company has been so non-forthcoming that every slip now will be noticed and destructive. This is what happens when someone missteps enough times that they erode all trust.