Agree. I think that's a good read into it.
You wouldn't give off vibes of disappointment if you didn't have higher 'expectation' for something different and I think the last speaker revealed the cause of the set back which I don't think is a bad thing as it will eventually be overcome. Would rather be dealing with some honesty than smoke and mirrors.
Lets not forget as well MM did confirm they are working on the plan for the next phase.
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