have been thinking this week, that the factory will be ready in October and although they will be expanding it in a modular fashion (ie: not full capacity to start with), they will be burning cash constantly from October with no immediate orders on the horizon.
it's hard to see significant orders needing to be produced by mid 2010, so that will create a lot of cash burn.
also, they don't seem to have been able to produce revenue out of the powder factory............
anyone have an opinion on these comments?
CFU Price at posting:
16.8¢ Sentiment: Hold Disclosure: Held