His point is that they have enough of a kitty to cut ties rightaway, then eat their losses for a while due to supply chain disruption. They took it slow, runnin

His point is that they have enough of a kitty to cut ties rightaway, then eat their losses for a while due to supply chain disruption. They took it slow, running out their existing contracts without breaking them unilaterally (which would have come at some minor cost) and hoping that no one found out.