Ann: Release of 2Q23 DroneSentry-C2 Platform Update, page-15

What would you say to a bullish thesis saying there was a "negative foreshadow" from DRO's decision to not scale back on the SPP oversubscription (announced March 6th), assuming therefore the likelihood of a short-term big order was low (because otherwise the 30ct price would have been regarded as too low)? Now, more than two months afterwards the "negative foreshadow" got much thinner, making big orders more likely again, because at this point new sales couldn't be foreseen as easily back in March when the decison was made - so now we should be back in or closer to "normal" sales likelihood territory, or even better because new funds could make positive influence on sales?
I'm not asserting this, just trying to evaluate. Further evaluation could get a bit into sales phases, their duration and how likelihoods can be estimated on each phase.