Yes, that is true, but I would distinguish between scammers and those that are "always late". Assuming Avalon do this for their first time, they seem they just think that they will ship X units per day and so they announce it and then they run into troubles, which is quite normal and so their claims seems false. But so far it seems that they are not scammers, they actually do deliver the machines, just with a significant delay. On the other hand, the delay should be expected after the much longer delay of batch #1 and after everyone who bought Avalon had to agree with terms that told you this might (or is likely to?) happen.
So yes, it is good to know and announce from time to time that they are late. It is probably worthless to say it each and every day and be stressed about it.
That's the wise point of them compare with other scammer.
If they did not delay, who ate the meat should be all the Avalon batch#2 and 3 customers.
But they used delay as an excuse and ate the meat, left soup to their customers. Some customers thought at least they got the soup. But in fact, if you think about it from another point, the meat should be yours! The evidence supports my point has already been posted here.
How to think about this thing is everyone's own business. I just opened the window for you.