cefc - ridiculous!!, page-3

Given the issues around security of gas supplies in Australia due to over committing volumes for export customers, Fuels cells are doomed in Australia. While Australia has a massive gas reserve, that gas has been allocated to export markets. Without government intervention gas for domestic use will actually be in short supply in the future and the prices are set to rise significantly.

If CEFC is to intervene for CFU, it must be to establish the business to return profits from its overseas activities to Australia for shareholders and tax payers. Let's face it. A $25,000,000 loan used to pay out the convertible notes(and unencumber the IP) that includes a provision to capitalize the interest payments for 5 years is probably enough to allow CFU to move down the cost curve and invest in inventory. I would have no problem with CEFC getting security over the IP for that amount.

Come on management. Give it a go!