The following link might help explain the sp. Look at toz100's...

The following link might help explain the sp. Look at toz100's contact with Andrew Neilson.

A summary goes like this. The large volume furnaces aren't working to specifications but it doesn't matter because the small furnaces at Melbourne and Heinsberg are meeting demand. CFU isn't concerned because there's no production bottleneck.

Interpretation? There's no big order imminent. My opinion only.

Patience and more patience required.

http://www.iii.co.uk/investment/detail?code=cotn:CFU.L&display=discussion