I spoke to Shane at Classic Industries today and he reported that quarters are now due in mid July to early August. Mid-July is within their original window that they gave me back in early November.
He also said that the dies are original GM dies that have been repaired to give like original results. He also said that Pontiac is reviewing the quality and their approval is needed before a production run. Classic is also test fitting quarters on cars near their facility.
I'm still a bit cynical about it, but was pleasantly surprised to learn that GM is taking an active role in what their licensees are doing.