Making mention of a third party with interest in DL was a big announcement (to me, anyway), speculatively speaking. We all know discussions can go either way or in many ways.

He could have merely said the payment was delayed due to ongoing discussions or some other essentially true, but not so definitive and certainly not so positive, statement.  Heck, he could have even said, "read Baba's posts on the subject of the second tranche, he's got a handle on it."

LOL!!