If this announcement wasn't mutton dressed up as lamb, it would have been released well before the EO deadline.
BUD is getting around 50-65% of the critical components it has previously told the market to expect. The announcement states that production schedules in August weren't affected. How about July and forecasts for Sep and beyond?
Some words about how they expect to supply the upcoming "spending season" were warranted, but again let's keep investors (existing and potential) in the dark about significant and obvious threats.
Terrible leadership!!!
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