rational_trader...I disagree....but I tend to do that! LOL!
I think they will be lucky to break even on the DuPont deal because of the pipeline and other costs. The rest of your figures are pie in the sky, IMO....but again, that's me. I firmly believe if something sounds too good to be true, it probably is.....
There is a landfill about 40 miles from me....it is probably 100 miles from any plant using a quanity of NG. A gas transport line may be closer, but that requires a much more purified product than DuPont requires, and also a consistant product. The gas line owner may not want the risk of getting bad product in his line just for a small percentage of gas.....but I don't know how the industry controls that....
Cash is King until further notice!!!
My comments on companies are usually my opinion of long term success (years). The PPS may go up or down greatly in the meantime depending on the number of greedy suckers with money.