Why the assumption the sp has to go up? The large furnaces at Heinsberg aren't working as planned though there aren't sales to require their manufacturing capacity. Orders and certifications aren't materialising in timeframes indicated or inferred. BlueGen demand will be met by a few being built each week so that tells us what sales volume the company expects for that sideshow.
I don't mind being in this for the longhaul but I wont slavishly defend everything this company does. Wonderful IP and technology matters nought if it can't be deployed as something the world wants to buy. That is management's task now and they should be held to account for it.
CFU Price at posting:
16.7¢ Sentiment: Hold Disclosure: Held