Zeons Corporation (ZEON)

[J_Livermore]

osoaz: Thanks for the greeting! One persons dribble is another's drivel, but I think that is what happens at some point in a waiting game. LOL

I thought there were some interesting exchanges for sure today. Certainly the President's emphasis on alternative energy solutions was worth discussing. Also the continued narrowing of the arbitrage between ONYI and USSE was worthy of comment for sure. The short ONYI, and long USSE strategy has provided a beautiful hedged bet from ONYI 85 and USSE 30. (+.47). On that score, I think the reason the bet came in gradually is simply a reflection of the odds that the deal might not go through. The narrowing is a reflection that it is increasingly likely that it will as the date for execution comes closer - I would have been worried had it not continued to close. I also liked the comment from the engineer where he got down to a 6,000 Gallon per day output from analyzing the photos - that was kinda slick. I am thinking the reason for the size pipe they are using has to do with efficiency within the process in terms of energy use, or particle size of the biomass relative to the proximity of the active sites, etc. And then there was the Nitrogen comment - God I love Nitrogen! (So did Nobel).

Anyway, its all good!

Finally, as to parties, think we could have a ho-down at this one? LOL

Catch USse - if you can!

JL