Raven is only slightly less a bunch of water-heads than MMEX. Their scam is slightly better, because they have the governor's office behind them, and picked a few slightly more credible partners. But a scam is still a scam.
I'm neutral - like Switzerland. Chumps like MMEX, Raven, etc. represent no competition.
If one of the established majors wanted, or needed to cope with LSC feedstocks, they can easily do so by adding front-end capability, and leveraging their existing scale and volume advantage, existing transportation logistics, and off-take. It is a no-brainer, and guess what, they're already running with that ball.
So dream on. The MMEX fantasy is nothing more than a transient scam to sell shares.
I think our intellectual oil friend may be from a potential rival, maybe Raven or a bigboy that doesn't want competition.