I read it as a notice that they will deliver -- but now accept a real possibility of being late... so they are covering their bases.

That means that not completing our order was probably the right call.

I just ran all the numbers based on best guess -- and so far these estimates have been close enough that we are confident in the outcomes. (+/- 5%)

Our Jupiter will still deliver another 7.5 BTC economically -- buying a Neptune with Mid-April delivery would have got us a 4BTC profit. Maybe, maybe not. Mid May delivery no longer seems to pay out with positive ROI.

By doing nothing we are now probably 3.5 - 4BTC ahead.

Good enough for me.