Exactly! You prove to have knowledge in this field. This is exactly what I posted. It is extremely telling when a valuation of a nascent stage enterprise is done by a multiple of peer-analysis.
Your post tells a correct valuation approach.
Cheers!

It is extremely telling when a valuation of a start up company is attached to PE, PS or whatever multiple.
Professional valuation methods differ widely from the ones mentioned in your posts.
Next

It is quite telling when start up companies are being valued at a PE. Next.

$530,000.-

Snow
please read the RKT agreement. This type of information has to be released by a joint announcement, a JBI CC is not a joint announcement. RKT has to approve specific and material (new) information on this subject.

Please listen to the CC. JB said clearly that such a joint announcement will be issued in regards to timelines, while expecting multiple processors to be deployed to NYSE: RKT over the next 12 months. Again: a JBI CC is not such a joint announcement, thus this type of new specific information could/should not be awaited in a JBI CC.

snow

please explain to me what is wrong with the concept of underpromising and overdelivering?

At least two could also mean 12, 20, who knows?
My point is, manufacturing in the past should be seen as a learning curve.
We both simply do not know how steep the speedcurve of manufacturing edges up from now.

Everybody who wants to have a good understanding of what this technique is all about should keep this in mind.

snow...

2 questions:

1. Are you able to quantify 'multiple'?
2. Don't you agree that the machine(s) have been upgraded enormously to improve long term efficiency and output?

Should read: ARE in production mode. Listen to the CC. My wording was too conservative.
WEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE

Time to agree that JBI will have a huge impact, delivering a brand new industry....

WEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE

MORE IMPORTANT IS THE QUESTION: HOW MUCH ARE THEY PRODUCING now 2 processors seem to be in production mode...

Well, all's good!!!!!!

Current daily revenue rate: $14,000.- PER PROCESSOR
2000 lbs./hour = apx. 900 liters of fuel/hour
So: apx. 140 barrels/day
At $100.- this means $14,000.- revenue per day
2 processors equal $28,000.- / day or $2.5M per Quarter!

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72596615

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72597710

Do not forget: 'within 12 months multiple RKT processors expected to be on line'.
As we learned: @ 4,000 lbs/hour production capacity, revenue from each processor will equal apx. $2.5M/quarter or $10M/year (!)

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72596615

Add to this the gross margin of apx. 90% for spec fuel #2 and #6, you'll figure out we're talking big business here !!!!!!!!!!!!!!!!!!

That comes very close to my $2.5M/Q current revenue rate calculation:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72596615

WEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE

Current daily revenue rate: $14,000.- PER PROCESSOR
2000 lbs./hour = apx. 900 liters of fuel/hour
So: apx. 140 barrels/day
At $100.- this means $14,000.- revenue per day
2 processors equal $28,000.- / day or $2.5M per Quarter!

Almost nobody knew about the company in November 2009, so I guess word had to brew for some weeks
Now, more than 2 years later, I guess more people know about JBII, so awareness might travel faster this time.

You forgot the November 23 2009 CC...
In that specific CC the true P2O potential has been revealed for the first time. After that CC awareness started brewing and with it the pps rose from $1.- to $7.-...
This November 2009 marked the 'public' beginning of the P2O area. The expectations rose too high, deliverance seemed to be more difficult, the pps came down again.
But: the company reached a lot of milestones and has overcome a lot of hurdles after that specific CC in order to start (f)actual commercial production.

IF this CC will give us a transparent look through on timelines and -hopefully- revenue and profit forecasts, the pps could see a simular rise like we've witnessed after the Nov 2009 CC.
And with deliverance on promise it might very well remain there and even keep on rising...

JMHO

WEEEEEEEEEEEE! A CEO who puts his money where his mouth is!
Great sign of focus on shareholder value!
Great sign of things to come!

Was I spot on or was I spot on?

From the Q3 10Q:

http://www.sec.gov/Archives/edgar/data/1306109/000116552711001078/g5524.htm

GREAT SUMMARY! BTW: 11th tidbit... not the least one (in addition to your nr. 6):

"The Company expects to finalize fuel supply agreements as soon as anticipated fuel demand from prospective customers can reasonably be met." (!!)

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69303483

You beat me to it, LOL:

stonehenge Share Monday, August 29, 2011 2:26:43 PM
Re: Rawnoc post# 132101 Post # of 144040

Correct. As long as this specific fuel (inventory) is not sold (yet), there is no reason for activating it for more than $0.-.

IMPORTANT CONCLUSIONS FROM THE JBII 10Q:

1 and 1 equals 2:

"The Company expects to have the kilns from fabrication shops for processor #2 and #3 in Niagara Falls, NY by the time the final stack test is conducted in December 2011."

AND:

"The Company anticipates continuous processing of this supply upon completion of the second stack test and assembly of processors #2 and #3."

This tells me: no time lag between the stack test being done -within 5 weeks from now!- and the continuous processing of the feed stock…

AND:

The Company expects to finalize fuel supply agreements as soon as anticipated fuel demand from prospective customers can reasonably be met. Management’s highest priority continues to be bringing processor #2 and #3 online so the Company can become cash flow positive.

This tells me: no time lag between the continuous processing of the feed stock and the finalizing of fuel supply agreements!

Conclusion: as soon as stack test will be completed, continuous processing will start and fuel supply agreements as well as cash flow positive operations will be a fact. AND REMEMBER: THE STACK TEST IS SCHEDULED TO TAKE PLACE IN DECEMBER 2011

WEEEEEEEEEEEEEEEEEEEEEEEEEEE !!!!!!!!!!!!!!

TIC TOC...

1 and 1 equals 2:

"The Company expects to have the kilns from fabrication shops for processor #2 and #3 in Niagara Falls, NY by the time the final stack test is conducted in December 2011."

AND:

"The Company anticipates continuous processing of this supply upon completion of the second stack test and assembly of processors #2 and #3."

This tells me: no time lag between the stack test being done -within 5 weeks from now!- and the continuous processing of the feed stock…

AND:

The Company expects to finalize fuel supply agreements as soon as anticipated fuel demand from prospective customers can reasonably be met. Management’s highest priority continues to be bringing processor #2 and #3 online so the Company can become cash flow positive.

This tells me: no time lag between the continuous processing of the feed stock and the finalizing of fuel supply agreements!

Conclusion: as soon as stack test will be completed, continuous processing will start and fuel supply agreements as well as cash flow positive operations will be a fact. AND REMEMBER: THE STACK TEST IS SCHEDULED TO TAKE PLACE IN DECEMBER 2011

WEEEEEEEEEEEEEEEEEEEEEEEEEEE !!!!!!!!!!!!!!

TIC TOC...

Clever thinking! That's what I meant.
This 10Q makes clear that the revenue part will not be a big issue once optimization of the P2O process has been captured in the building being completed of #2 and #3.

In 1 line: the results of clever thinking

Word is he's (been) very busy last week as well as this week.

8. Additional RKT sites in the works, in addition to the first site (being confirmed earlier).

What if 1,2 & 3 are fully operational and spitting fuel by EOY?

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69023100

Exactly! That's why the pre-melt optimization has been so important: ragger tail is even more interesting to recycle than pure plastic! The daily output (revenues) for JBI will be even higher than the 'mono P2O production', IMO

Exactly! That's why the pre-melt optimization has been so important: ragger tail is even more interesting to recycle than pure plastic! The daily output (revenues) for JBI will be even higher than the 'mono P2O production', IMO

MY THOUGHTS: it makes sense that JBI will file the 10Q on or before the Nov. 15 deadline. By doing so, during the Nov. 16/17 conference John will be able to speak freely about any 'fresh' developments, mentioned in the 10Q. That way he can serve optimal 'meat' to the audience.

Mark this post: this company WILL make it big, REAL BIG!

Simple. Because all of their releases are founded by recent news on a specific company, not by serious DD. Based on these releases they either decide to write bullish or bearish.
As we all know, a first glimpse at recent releases might sustain the perception that the WN or CAL is all there is to it. I agree, for a newbee it takes few minutes more to discover the diamant in the rough.
Let's see how fast Tech24 will be proven wrong completely, LOL

Also keep in mind that the primary (or even secondary) goal of the SEC is NOT to kill companies, LOL

Woofer (QTMM), nothing wrong with having a technology nobody else owns, but there's also something like 'selling' this unique asset to the investment community.

Could you please explain in plain language what their unique concept consists of? The following sentence, taken from the Sep 15 PR is not easy to understand if this technology is not your cup of tea, LOL:

http://finance.yahoo.com/news/Quantum-Dot-Mass-Production-prnews-1595171612.html?x=0&.v=2

'Quantum Materials Corporation (www.qdotss.com) (OTC:QTMM.PK.ob - News) a new microreactor and software controlled continuous flow process has been successfully developed and operated for delivery of mass produced quantum dots by Quantum Materials Corporation and the Access2Flow Consortium of The Netherlands. This new quantum dot production process replaces batch synthesis and has potential for high improvement in both yield and conversion. Tetrapod Quantum Dots are used in a variety of emerging applications including solid state lighting, QLED displays, nanobio applications and for QMC's subsidiary, Solterra Renewable Technologies' solar cells and solar panels and are proven to have superior performance characteristics surpassing spherical nanoparticles.

The inherent design of the microreactor allows for commercial-scale 0 parallel modules to achieve large production rates in a regulated, optimized system. This breakthrough production process enables both the low cost, high volume production of quantum dots, and also provides flexibility in the choice of materials used to produce the quantum dots including heavy metal free (Cadmium Free) quantum dots and other biologically inert materials.'

BTW: # followers hit all time high: 705

Me thinks pre-melt systems too...

$165,000

I for one HOPE JBI does NOT disclose details on RKT sites and/or companies it is dealing with.
Past terror experiences should have made them cautious, IMHO