When the January timeline was announced a clear, feasible funding path to two holes was laid out or thought to be in hand. SEC paperwork got dicked up and a delay ensued. After the reason for the delay is resolved, absent changes in circumstances at the time the January timeline was put forth, the timeline resumes.

Simple. Might not be reality, but is a simple plausible explanation for announcing a timeline and having it go 'static'.

We ought to know something soon. Don't know what, but something.