I seriously doubt CFP is dependent on HTF.  It's

I seriously doubt CFP is dependent on HTF.  It's the icing, or lack of icing, on the cake.

That said, if we're correct that HTF is an anti-coking agent it could mean cash burn used for R&D related stuff falls of a cliff.  Remember JBII tends to outsource and hire outside firms.  Having those expenses disappear would help.  CFP isn't just about getting the revenue up -- the expenses coming down too will help.  As an example, I aniticipate their legal expenses have fallen off a cliff since January 24, 2013.