When asked in an email from me about the mid-year question Ben responded "I don’t believe that June 2, or even a few months later, is out of the common mid- year definition".
If you want to define "a few" as 3 then the end of August would still be "on target".
When Kim said that January was possible that kind of implied, at least to me, that tonnage production would fall on the earlier side of what ever way you wanted to define mid-year. I would say that is now past. I guess that something that might have happened to enable the production of tons by January didn't happen.
Whether it happens in August or later I don't think anything will move the SP much except proof of mass production. Even if there is news of how amazing BR is or that SpiderPillar has been perfected, how much are those developments worth? Without mass production they are just lab experiments.