Indijo, Not taking the piss but have you read the whole report? Not many companies break it down like they have there.
Axe murders = Shell + Exxon (see report) two companies I would expect to suppress SP for their own nefarious ends.
Cliffs = Euro collapse
How many order have they taken vs how many installed as of today? see report so what? They will get there, I'm more concerned the future sales in the second phase of distribution to the various partners
What is the glut / supply hiccup that means it takes so long to get an ordered unit out the door and installed? Maybe labour issue, maybe the partner f around to much, the good thing is with the many distribution channel cfu have set up the ones that are more efficient will get the lions share of the 1.5k they are able to currently supply.
Business Model Change: Its a company that can't adapt its business model for changing conditions that are a real problem. I don't know how long ago you got involved but I'm assuming it was before the amount shale gas reserves were widely known about(germans got lots too), that is the MOST important thing for the long term future of CFU. The also said in the report about using ceramic powders in dental applications. A dynamic business models what I would do and want not just a bunch of huas flogging the same horse even if it dies.
Eon UK, F**k Eon UK, They are the loser if they don't take up there quota, even 3500 stack a year we would struggle to supply what we agreed to, as long as we can make 3500 per year we will be self-sufficient with a little over for reinvestment.
Under 5c ... I will take the bitch over
CFU Price at posting:
7.1¢ Sentiment: Buy Disclosure: Held
