Not much on the Navy update(although I didn't ask directly) however he did mention that the engineering issues with things like substituting a new material into an existing ship can be significant. I imagine the changes in buoyancy and stability with less weight can take some time to get around, but as a friend said, its a good problem to have.
I'm still confident they will come in soon however I lean towards the optimistic end of the spectrum.
CFO Price at posting:
33.5¢ Sentiment: Buy Disclosure: Held