Re:<"As I posted yesterday they need to bring in $10 million to 14 million per year which means they have to sell 10 million to 14 million gallons of additives which means based on 1%, the total sale of the OD66 has to be in excess of a billion gallons per year. This is to just sustain 150 million market cap.">
To put that in perspective, the total US capacity for biodiesel is around a billion gallons a year. That's not production, that's capacity.
Since USSE's OD-66 is 50% biodiesel, they have to use half of that capacity to get to those numbers.
However, while you assume they clear a dollar a gallon--likely generous by most standards--most optimists would easily guess $30 or more per gallon. An extra $0.30 per gallon for an additive such as USSE's which will "soon" be proven to be of unimaginable value would easily be paid by consumers who immediately recognize USSE's value.
So it doesn't matter what they have to make and Ezmony's point about permitting doesn't matter either--by now Congress has undoubtedly convened a secret session to fully approve USSE's pyrolysis oil for all possible applications. No permits required.
By now USSE must also be close to making all those profits. I'm sure they've been secretly gaining market share and probably have close to 50% of the US biodiesel capacity locked up already. They need to keep everything secret, though. If they published financials or told anyone what value their secret catalyst actually provides then the cat would be out of the bag.
I'm guessing around Christmas Mr. Rivera will spring all the good news on those who stayed faithful to USSE and punish all those who sold in disgust. It will be a merry time for the patient indeed when that happens. Mr. Rivera loves all his followers and will take care of them but will shun those who strayed.
