Lol.. not a cynic, I'm an analyst. I don't have skin in the game either way, just looking at what's been presented.

The emails are in this insanely long thread, I did not save hotlinks to them, just noted them. This is why several folks keep pinging on Orama and others, because they were told the books would in fact be opened. And so far, nothing.

I believe they're waiting for a significant trigger, such as Cointerra shipping. It's not likely they'll be shipping Neptunes anytime soon, which is the only other reason they'd be silent.