I suggest you listen to the record again and read the lyric sheet. At the time of the cap raise BUD ordered 2.8m units and "expected" these to arrive by end Oct. They "expected" 1m of these to arrive in Aug.
Then on 1 Sep BUD states they now only "expect" 1.4m units by end of Oct (including the alternate supplier). In Aug the 1m expected was only 655k plus 100k of alternate delivered at some point before end of Aug. In Sep BUD "expects" to receive 458k and in Oct they "expect" 180k.
Surely you have been a keen admirer of DM for long enough to know that he never delivers on expectations.
Further, do you notice a trend in the "expected" number of critical components?
BUD Price at posting:
1.5¢ Sentiment: Sell Disclosure: Not Held
