Your insights, and observations ring true, unfortunately, and go unchallenged unless the KBLB "team" can make factual clarifications. Still positive with the science, but the execution has been muddled and with few details to shareholders.
Though I would almost prefer for you to be right, it is 100% incorrect. They would have to explain, but the fact is that if they(KBLB) simply had a backlog of things to do, or FAILURES of any sort...... then it would be delayed again. See F35 and literally countless other examples M4N.
Management also toured an existing facility which has been selected as the probable headquarters for its hybridization operations and early stage production.
We need to view things through Kim's filter. He did not say it at the exact point you require, but he did comment on a early stage production location. That is where mass production begins, no?. He also commented on "our" plans in the q2 SS....so sum total it cannot be considered a failure on any level. It should be obvious there are our plans, and what Vietnam has asked us to do. You should be sure that Vietnam is watching our PR's and diplomacy is in order.
No use whatsoever scolding or beseeching anyone to be patient. Maybe if we begged people to be impatient, or make it a virtue...... turning things up side down seems to be the way of things.