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imo announcement - +ve's - end of the tunnel is visible now- not...

  1. 189 Posts.
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    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.
    Last edited by rustproofhydra: 11/02/22
 
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