Mostly I’m just talking out of my ass here.
I don’t think he (“Tracy”) knew if there were additional threats or risks for quite a while.
Based on postings, “they” froze or burned their entire comms network in parallel with freezing their IT. Presumably they = all of QSC.
It’s unclear to what degree the legitimate business of QSC and their illicit business(es) overlap in those areas.
I presume there are also several other considerations: some US-based actors (e.g. “warehouse” shipping, “warehouse” incoming logistics) might be CN nationals and at risk; CN authorities might have extended their investigation beyond CN-based logistics/shippers; other country authorities could be/have been involved, etc.
We really don’t know the risks nor state of play, and there really is no incentive to let customers know specifics, at least not weighed against the risks of losing (additional) personnel. Tracy might be a hard-ass here but I’m pretty sure he gives a shit about the people he works with.
So, to be frank, I’m surprised Tracy is selling off western-located stock within the context of stating the legal issues are not over. Presumably he has weighed the benefits vs risks, and maybe the Canadian warehouse issue tipped the balance?
TTA