Sorry to say it, but I have to agree with 1031.
The rest of 2012 will be bad for the markets and CDU. 2013 is shaping up to be worse.
Hold your hats for the ride. There will be surprises.
Cash is king as always. Look at what happened to HGO when they needed to raise additional cash after production got going. Cash over and above what the plan states is what is needed as a buffer against the unforseen.