Seems like night and day vs Stern. Stern had more capacity than demand, JJP seems to have very much the opposite.
My guess is presales stopped on TH and perhaps got overtaken by people asking for refunds.
This lack of cash flow may have led to them ordering parts cabinets Just In Time and then they got whacked with supply issues.
This may have also put into question the ability to get TH out in a timely manner.
*I* think JJP can sell every damn WoZ they can get out the door and likely all the TH's as well (I'm anxious to see/play that title myself). Ive seen precious few complaints when ppl GET the machine- its just he GETTING that's painful.
So, cash infusion to ramp up production, clear up supplier issues and allow them the breathing room to sell machines after their built - sounds plausible.
They may also see an advantage to getting TH out more quickly to stave off Stern catching up with a few of their own LCD machines....
All conjecture....