"My gut feel is that full production probably won't appear until the end of 2015 and maybe even out to mid 2016. That assumes that they get better at meeting timeframes than they are now"
"On that basis, there is another 18 mths or 24 mths of development to fund. That may well be $150 m - $200m"
CDU Price at posting:
$1.67 Sentiment: Buy Disclosure: Held