Again, thanks for the feedback and links, Acees.
I'm going to buy a few more, then just keep an eye on it until late 2008 / early 2009. By then we will have an estimate of the commercial viability.
I think site selection is a very vague excercise, given they do not know the precise commercial specifications of the CETO III commercial model, and different sites require different configurations.
The release of commercial model data could support a SP trading at multiples of current prices. This will be the next major non-funding, non-JV movement from CNM I reckon.
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