Agreed on the cash flow issue. Another point is that SBN have spelled out clearly that there will NOT be a massive surge in sales for at least 12 months.
Sure sales may grow in the meantime, but the 1 million/year number that's been bandied about will not happen for at least a year. I wouldn't expect that plant commissioning to happen for at least 12 months either.
While the potential for big returns is clearly there, the timing is more drawn out than many people would like, particularly in the current market.
SBN Price at posting:
0.6¢ Sentiment: LT Buy Disclosure: Held