Interesting perspective, although it's way too early to pronounce anything a success.
Drinking and scheming? My, my who are these investors, and why are you quoting them?
The way I see it, anybody who can see should understand the need for skepticism when it comes to anything said by management. I would add further that anybody who can see should remember that this company has already been down the India road. It was one of the original vaporized "deals" in a now long, long line of them.
Maybe it'll be different this time. Maybe it won't. But either way, them pesky facts are definitely important.