No... Webs, you said this:

"We are already well into overtime. The only thing I can come up with is Merit found a mistake. This would trigger a full review of the component. So we are now looking at next year for the FS at the very latest. That's a real pain in the..." ...

then covered up your postulations with this: "...The FS could come anywhere from now to the end of Jan. (insert eye roll here)."

I am saying that we don't have much (anything really??) to go on to say that 1) overtime has started and, more importantly, that 2) "..Merit found a mistake".