Ann: October Operational Update, page-6

This is well and truly a long term hold. Weren't they supposed to be ramping up conversions? 4-5GW per month is a long way from the double digit conversions we were expecting 6+ months ago.
Very hard to get excited about that forecast. Still, perhaps it's a case of under-promise and over-deliver? Don't think so based on the fact they believed they would be cash flow positive by the end of June 17. Sold a couple of weeks back. May regret it, may not. We'll see what the reaction is when they are finally in the black.
GLTAH