BUD Webinar Discussion 26/10/20, page-3

I think they have been pretty transparent about that though, it will take into early 2021 to be fully on top of the stocking issues.

Unless demand goes crazy, then we are at least 3 months closer to bringing factory 2 online.

But the current manufacturer has capacity to increase productions, they just have poor terms of trade. So deleveraging from them is built into the finance tranching as that poses a great risk with those eggs being in one basket