The really strange thing with the SP is that as CFU gets ever closer to Massive orders on the books the softer the floor becomes........
All the recent good news to date re new production partnerships, move of manufacturing the Germany and serious near term product assessment by an ever increasing number of utilities around the globe seems to be taken with a grain of salt.
The focus of the market is now not on producing a potential world beating product or getting mass manufacturing facilities and partnerships in place it is on sales sales sales and getting a breakeven bottom line.
Both the UK certification and the German acceptance of the feed in tarrif application followed by the announcement of firm orders are now crutial for CFU to show the market it is NOW on the path to full commercialisation. IMO this is likely to occur in the very near term. This should create a stronger floor for the SP.
The next 12 to 18 months will be interesting as CFU proves it can firstly ramp up its manufacturing volumes and that it can deliver a sustainable level of growth with firm orders on its books.
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- very exciting news 100,000 units by 2018
The really strange thing with the SP is that as CFU gets ever...
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