I'm pretty sure the statement is to use the 28nm farm to fufill the Neptune 3th orders....
Without any concrete details that could mean a lot of things.
1) When exactly do they feel they are obligated to compensate Neptune customers?We should assume July (Q3) at this point.
2) When will the mining farm be operational?We should assume if it's up and running BEFORE they are obligated to compensate Neptune customers that they will be mining for themselves.
If they do fullfill Neptune orders with the mining farm, it will still be up and running after the Neptunes finally ship so no matter how you look at it, the farm will devalue Neptunes.
I'm not done mining quite yet. I'll keep all of my existing preorders, really just because I want to geek out on them. But I'm done buying any new mining gear, preorder or in-hand. I will continue to let my current gear run until they become unprofitable and then unplug them. And then I'm done.
I love to geek out on mining hardware too but not at the expense of my precious BTC.