I think the delay in shipping of those who are in the second batch could probably be due to Weta fulfilling replacement requests for Balrogs of those who were in the first batch. If you are far down in the 2nd batch queue, you'd expect delays as you've been bumped down further by first batch replacement requests.
Ya that makes sense. Hopefully i will receive update this week... it is almost at the end of the month already, lol.