Before the quarterly, posters were making "reasonable assumptions" based on the information we had. Those "reasonable assmptions" were "completely wrong". Based on the information we have "now", we can't even begin to guess what is going on.
The PTSC Agora board was separated between the "Doubting Thomases" and the "We Can't Lose/We Know What We Own" group. Unfortunately, the Doubting Thomases appear to have been correct.
I suspect something went awry or took a different course than once intended. Unfortunately, looking at Patriot's past does seem to help predict how things will play out.