CFU ceramic fuel cells limited

Ok...info is info is info. I read and absorb as much of the...

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    Ok...info is info is info. I read and absorb as much of the negative things about companies that I hold as possible. Probably more than the positive.

    I have known about CFU tech since 2004 and watched the tech carefully for 5 years before jumping the gun repeatedly and buying in. So my research is fluff and resulted in me losing a lot of my hard earned. I don't feel as though I have been misled by the company, cheated by shoddy management or others have stolen the market from us. Perhaps the market will never exist...but that’s the point of this thread.
    I am not the champion of CFU. But at <1.5c and still a bit of air in the tyres so I think fro me I am rolling small profits from other holdings in just to have a war story for the young nurses in my retirement village in a few decades time. The odds are stacked against CFU at present.
    Vic_wattle obviously raises some obvious and disturbing points. I am curious to hear his thoughts on the sector and its performance, chances overall. Do you see the whole thing flopping or just CFU being a dud? You posted “The only unit count that matters is the one reported by the company quarterly” Fair point...but you don’t think that the number being installed is actually encouraging (I am tempted to say very encouraging) in light of just how many other companies are installing commercially in Europe?

    I would hazard a guess we have installed more than all of our competition commercially. In fact earlier this year what I view as our closest competition said after launching their unit in Feb-Mar that they have no sales expectations for the next two years, their tech still isn’t fully developed etc...and because they have no expectation of real sales they have not really fixed a price!!!!

    So I am torn between loving being at the front of the curve here, but ultimately the energy grid and the way it functions isn’t going to change because CFU have good tech and are installing 250 units a year. CFU need to be doing 1500 next year and out competitors doing 5,000 between all of them. So that seems more like 2016 thinking with 2020 targets in mind

    So saying the only unit count that matters is in the reported quarterly obviously matters for the now. But CFU continues to be a company about opportunity, not results. I am more curious in your thoughts of whether the sector will get traction and if so when?
 
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