Wow. Usually when I argue with people about the state of a manufacturer, it's because of a cloudy issue. Fortunately, this isn't the case here. Heck, let's wildly assume a long-time member of the flashlight community is telling the truth: That he's had trouble finding a reliable machine shop to do work on a fixed budget. You'd see exactly this pattern.
Go to GoingGear.com or several other vendors of HDS gear, and you'll find new Cerakoted lights in stock (Or you could last week). Now, did GoingGear et al stash these on a back shelf to bring out later? Nope! They're new models. If there are new models coming out, you can hardly say that the wait is forever.
It seems like about every three pages of this thread, someone concludes that Henry is going to back out with everyone's money. The short memory of the internet is a terrible thing when it allows such slander. He is shipping orders in the order they were received. People waiting on Rotary orders have a longer wait because of the special parts. This isn't like (some other small-manufacturer) stuff, where some people's orders got eaten whole while others got lights. That led to a whole subforum nearly being closed as people argued whether the guy was a clumsy saint or a clever sinner.
Order and wait, Don't order and wait, Read the HDS story. But don't come up with the same scare story again and again without new information.