Thats a perfect analysis.....It doesn't strike me as unreasonable. I have no idea the quantities they deal with, but let's say things went side-ways for some period in July. It takes time for information to filter back and get fixed. By then, inventory is scattered in the channel. Recalls are complicated, it's not like a smartphone exploding in an airplane. Realistically, the percentage of users that truly care is also a smaller percentage. Most users reports are also of questionable quality.
The only unfortunate aspect to me is that the known bad lots simply aren't known. Listed on the website with an email address. Generally to call something 'fixed' you identified the root cause (bad manufacturing, bad batch of ingredients, etc.), however manufacturing is complicated as well as politics to disclose issues.
This is still conjecture, but I'm leaning towards 3 points
- API-Analysis report looks correct so far, not bad for $25
- Complaints about params not matching between ICP labs should be talking about minor differences
- There is likely some "bad" salt from last summer floating thru the channel. Whether it's 40 boxes or X, no idea.