Damn.
There's not a lot else I can say; since I'm not a Mongoose employee and have no actual influence aside from either (a) dispatching a team of hardened ninja assassins to murder the staff of Mongoose Publishing in their sleep (which seems a bit of an overreaction) or (b) writing long, rambling diatribes on the forum (which, given some of the crap they let us spout off, are substantially closer to free opinion than another former set of miniature company forums that I could name).
Thoughts in order:
1) Damn (again). I was hoping to go to the Earth-Centauri war event but didn't make it due to my 2nd Ed book getting held up in some sort of stock confusion. In fairness I gather that the root cause of this is mostly due to the LGS in question having a ford mondeo drive through the front window shortly after christmas and the resulting insurance-based financial carnage than anything Swindon-related. However, with economy as the watchword, other events once I finally have the rulebooks and additional (3rd) counter pack may be fewer and further between. Official ones at least.
2) I have to say that I, personally, can manage on counters only. I have no real right to whinge: I must confess I own only 3 mongoose metal miniatures; each bought because it was highly pretty than any serious attempt to collect a fleet. In some ways the massive diversity of ACTA works against it because people want to try all the fleets and never settle long enough to buy a metal fleet...
3) Mongoose was a rulebook and sourcebook company before it was anything else. If they can do that well (and we know at their best they can, even if there have been binding-typo-and-game-balance-related hiccups at some points) then there's no reason why they shouldn't continue to stick around.
4) Matt has said - and I don't see why I shouldn't believe him - that the decision was made under duress to stop the model lines. It has not been done alone, and few companies will make a business decision just to spite their customers. Mongoose is clearly engaged in a major overhaul; losing the Old Bear on Signs and Portents is a major blow to us as well as him. I suggest to readers that he is not a muppet and is just as clearly aware of the effects a hiatus or halt will have on the number of new players as the rest of us.
5) Matt's statement that this is a hiatus - i.e. things will be back sometime next year - gives hope; we'll wait and see. [mild cynicism] It things do go as planned, then the wait for miniatures is still less than some people have had for things that were supposedly in Mongoose's catalogue or 'coming imminently'. [/mild cynicism]
6) Issues of not being able to outsource the miniature production is a major obstacle. However the license is an extent fact, and once again we can't change it by wishing. If people really, really want to buy new miniatures after the deadline, then wir sollten unser Deutsches üben und Urobach besuchen en masse. I suspect this may be a good year for him.
7) I'd once again repeat the recommendation for counters, especially if, later in the year, this looks to become permanent. A new counters .pdf has no net cost to mongoose once created, unlike a mould or physical inventory. Heavy cardstock, or better yet printed foamboard or plasticard, would be superb (an observation of mine. I backed capship counters onto foamboard and their thickness makes them much easier to manipulate as game pieces)
8) The yearly book/campaign supplement debate. I'm definitely going to put a vote for. As to which - I'm always in favour of good themed fleets. As noted, there are a lot to go at, E-Ce war, E-Mi war, E-Di war, E-Dr war (my, my, we are a beligerent lot, aren't we!), Great Shadow war, EA civil war, War of Retribution, Previous Shadow War, etc, etc. Again, a decent review process and some time with a publishing expert could turn a lot of the existing fan supplements into 'official' .pdf versions without much effort.
This is, after all, the source of new rules for all the GW specialist games and seems to work well enough there (and incidentally, for those comparing across, GW has also recently started a rather vicious purge of their miniatures business, eliminating the ability to order individual components and cutting off a lot of the classic models)
9) An updated base fleet book would be nice as well, but frankly there are a minimal number of ships that really need work and everyone knows which ones they are. A .pdf errata to support the .pdf FAQ would work fine and would not take long to do. There have been enough debates on the subjects already; skim off the best suggestions and you'll find a lot of the groundwork has been done.
I like the game, and at the moment there's no reason to insist that it's 'dead' or even necessarily 'dying'. On the other hand, I'm not daft enough to suggest that this is a good thing.
Long term, I don't think we can say anything but "we'll see". So I'll say it.
We'll see.