How on earth can you not realise you are running low on casing?!!
Do they not perform something as rudimentary as regular inventory stocktaking? Especially after the PSU issue.
Their Chief Operating Officer is too busy trolling these forums to do his actual job. They're also waiting for new orders to come in so that they'll have funds to purchase parts for the orders placed a year ago. All the refunds from being so late are a huge drain on their cash flow.