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Monday, 08/07/2017 1:14:00 PM

Monday, August 07, 2017 1:14:00 PM

Post# of 6768
ALLM's competition;

http://www.ethanolproducer.com/articles/14479/inside-the-cellulosic-industry

Some big names in here and certainly far more experience. Notice that what Dupont(KoninCKX) and POET do with their lignin waste? Surely if anyone could tap into utilizing lignin into "fine specialty chemicals" it would be one of the largest chemical companies in the world - Dupont! Still waiting to see who can use ALLM lignin...

Also notice Dupont-KoninCKX is taking longer than expected (2 years since construction completed) and still getting the kinks out. Anyone want to bet ALLM is up and running in 2018 without their own problems?

Watch out Bakersfield. Aemetis already ahead of ALLM in the ethanol business in California (2016) and that "soon to be built" plant.

http://www.lanzatech.com/aemetis-acquires-license-lanzatech-california-exclusive-rights-advanced-ethanol-biomass-including-forest-ag-wastes/

Looks like they are going to use Lanzatech technology to efficiently convert cellulosic material to ethanol. Why didn't Aemetis buy ALLM's bolt on technology to convert their distillers grains or corn fibers instead of ALLM going alone and building a plant in Bakersfield? Would have been far quicker and cheaper for ALLM to prove their technology to the world and sell licenses. Probably because they don't have one that can...

Still think this is as easy as ALLM makes it sound?
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