boston consulting group report , page-8

polpak

In relation to a long term investment, most investors aren't investing in CFU for the Australian market. It's Europe which is the big play at this stage, and it has been mentioned before that Utilities will buy the unit and sell the gas with financial structuring similar to the purchase of a mobile phone(Go on a plan, pay for the calls and receive the phone for niks).
Other markets targeted are Asia(see todays announcement) and the USA, which I'm happily surprised they are already making inroads.
Happy to sit back nd wait.