I am a little concerned that they supposedly are building one of the GA lines in a giant tent outside. Even assuming it's a walled in, temperature controlled, etc environment ... I hope it gets a real home before I place my order.
Also, is this the first mention we have of GA4? I think they talked about GA3 most recently and that it only took two weeks to get installed...
No reason to be concerned. Its improvement and that is what counts.
Part of the line(s) are at almost 5k/w already all parts above 3500/w. Those parts still need adjustments. Its a all hands on deck call for those parts. Nothing unusual.
They have two full weeks to make it happen or if you say they want to be the last week on a steady state with 5k/w its just one week left which is of course tight. We don't know the complexity.
I like the call for workers/managers on the line to give thoughts what can be done better. There is knowbody who knows the issues better than the people who work there one shift after the other. This guys have often the best ideas. I talk from experience: As a consultant they have been the first ones I talked to to get ideas for improvement.
Also his letter sound confident. If he would know about severe issues that cannot be fixed his tone would be very different. He sounds like they are on the way to make it.
In any case my view is that it does not matter if they have last week of June 5k/w or 1 or 2 weeks later. The only part that counts is that they achieve it very soon and with that likely CFP and Profitability.
I would not be surprised once he announce 5k/w ready state he announce too that this was a first week of CFP and Profit.
We can imagine the market reaction on that message.