My interpretation was, they need to move the goods out the door, to get the money/revs. Otherwise, they need some debt financing in the short term. That's understandable as they have the workforce back full time and aren't currently generating enough revs to break even.
Halka said it would "hopefully' be resolved in Q3. Sankar chimed in and said it "definitely would be". Halka then committed and agreed with Sankar. We'll see who's right. Smaller Orders will help to mitigate the needs of the bigger Orders.
Agree with the Beta and small float of this stock. We use it to move up fast when things are looking up, but it also bites when the momentum reverses and everyone dumps and then uses it to buyback a lot lower. If you don't take advantage of it, EFL is a frustrating stock.