Key is this sentence "the SSC has determined that many of the assumptions, matrices and key value drivers upon which the Pellegrino Report was based are outdated or otherwise no longer applicable or relevant with the passage of time."
These changes combined with less risk due to the completion of most of the more complex milestones, the ability to use existing fab facilities and a faster, low power user, more robust, cheaper product than silicone will be what drives the valuation higher