00:00 - 00:03we have grown LM +50% Y-o-Y
00:04 - 00:05and TB been +10% Y-o-Y..
00:05 - 00:07...we have Rotor build-up
00:08 - 00:12and we have aged LMs pending for parts
00:12 - 00:15our inventory is going to be high
00:17 - 00:19Its okay, we have $0.2M opportunity
00:19 - 00:21we can still bill Banshan
00:24 - 00:26My leader...
00:27 - 00:28Banshan...
00:31 - 00:33Banshan cannot go out on time, CPM do not agree to B&H
00:34 - 00:36we are stuck with US$5.8M for 2Q
00:53 - 00:58The rest go out... cell leaders stay.
01:13 - 01:15what the F#$% is this!?
01:15 - 01:17We have one bloody job!!!
01:18 - 01:23Our mission is to get the inventory down!
01:25 - 01:28is this not clear enough from the start?!
01:29 - 01:31You think this is your father shop issit!?
01:31 - 01:34Do you want to talk to Kim personally?
01:34 - 01:37i will line you all up in front of her...
01:37 - 01:40and let her mow you down with a machine gun
01:40 - 01:42but Sir this is caused by late parts and Cov...
01:42 - 01:46late parts my @$$... we used this excuse for 3 Qtrs in a row!
01:46 - 01:48but Sir the Covid caused a genuine slowdown!
01:48 - 01:52you think Kim will accept this $#!T??
01:53 - 01:54She would kill me!
01:56 - 01:57I don't even know how to face George
01:57 - 02:00and also Francis and Evan
02:00 - 02:03Do you want them all to come down to hold a review??
02:04 - 02:08He may not have the height but Francis will break your neck with his bare hands
02:08 - 02:13he has been doing so to that nonsense finance manager for the past 5 reviews
02:14 - 02:16oh speaking of that imbecile!!!
02:17 - 02:21I am so tired of baby-sitting that guy!
02:27 - 02:29that guy turned out to be an idiot
02:30 - 02:34i got so much high hopes of him
02:34 - 02:36i thought he can complete my A-Team
02:41 - 02:42but the matter of fact is...
02:43 - 02:47he can't tell the difference between a square root and a carrot
02:48 - 02:53and now you are all pushing me to hang myself
02:54 - 02:56Why are we collecting so many rotors in our shop?
02:56 - 02:59You think we run a charity to those unwanted LMs?
03:00 - 03:02And TB kept migrating costs from COGS to WIP!
03:04 - 03:07its okay, we can try again next quarter
03:14 - 03:16it has been the same story over and over again...
03:19 - 03:23You would think I can catch a break
03:25 - 03:26Now I need sourcing
03:31 - 03:33you start unMIGO now
03:40 - 03:46all the HVI... i want a negative HVI if possible
03:46 - 03:49with that we reduce the total outstanding WIP+HVI
03:53 - 03:56and we send Finance to jail