My guess is that Aero used much of the money they got from FCCn to try and order as much product from the new product line as possible.
Volume ordering for a new product line that has yet to generate revenue is very expensive and risky.
You must measure your price break point against the anticipated sales. Forecasting a new product is very very tough.
As we saw Aero rolled out a number of new products at the same time.
This is so tricky..but what Aero is seeing right now is what we call a "high class" problem in the commercial industry. Demand out stripping supply.
I am certain they will tweek production until they have a nice finely tuned amount of product coming in as going out.
Smart in my opinion to not over order out of the shoot and be stuck with masses of inventory on the books during a merger.
They will get it right.....but by now they should have a better idea of the product demand, and should have access to the capitol market to take advantage of volume discounts on the next run. The tools will be paid for, the margins will be higher and the business should show some pretty numbers come next quarter.
Sorry about the long post, but now we are in the area of my expertise. ;) Best of luck