Ann: Market Update regarding Supply Chain Issues, page-5

Last quarter, we had receipts from Customers of $2.6m - so its a potential drop of  53%.
While this is significant, the announcement does mention that some of this has been deferred to next quarter (but the caveat is not stating how much has been deferred or how much of revenue / margins has been impacted).

On the flip side, their plan for implementation of tier 1 banking facilities on 8th Oct will stop this suppler risk from occurring in future. It will take about 2 months to fully implement, and I would expect margins / revenue to continually be impacted until then.

To my relief, their guidance was reaffirmed (and corrected as @jlo2012 mentioned yesterday) as EBIT $10.7m FY2019.

The bumpy ride is still here for a few more quarters (hopefully), and the announcement highlights the 2nd supplier risk issue for this year.

I would advise against taking on more exposure for the next few quarters.