Ann: Testing Capability Upgrade & Management Changes, page-62

imo
announcement -

+ve's
- end of the tunnel is visible now- not too long ago we didnt know if there is an end to this tunnel
- paycut by a senior manager showing faith of confidence
- earlier bottlenecks are getting fixed by means of a new equipment
- 6months look ahead for retiring person showing another confidence that they have cleared most of the hurdles on the way and it will be a working closure
- Clear and concise announcement this time - Haters are going to hate eitherway.
- No indication of any further CR even CPI increased for the project

-ve's

- CPI (cost performance index) looks like slipping - that's why they need to preserve cash
- No mention of IMEC/WDS bla bla
- f* up was last year it took healthy few months to realize and take accountability. One of the two things here: Either they need something more from SH's and making it juicier or finish line is Firmed up and as a wrap up they need to take all the credit that "f* up was mine and I fixed it as well"

Risk Vs Reward:
as few posters indicated earlier - Risk is - loss of 50% may drop to 4c if chip fails and they are back to drawing board however upside (reward) is enormous as a barely minimum x4 times and if run like BRN x 20 or x 30 times.
dyor

I am Project Manager so utilising my brain and tools at my disposal. Nothing technical.