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Re: drifterfcrc post# 134206

Monday, 05/11/2009 2:02:34 PM

Monday, May 11, 2009 2:02:34 PM

Post# of 192568
Well said it is a pinkie and the market does not believe yet. They need the proof. I sure hope they take the buyout and it is from a company like Dow or equivalent. If they are going from around 10M from last yr to over a 1B in 18 mos. they will have increased their business 100 times. That means they will have to increase their production 100X.They will have to buy a lot of capital equip. They will have to start placing orders for some of that equipment shortly because tanks & etc have long lead times 8-14 mos. They will be required to show they hve the funds to buy this equip. The best why is to have the backing of a Dow or equiv. Even with 3 shifts they will have increase their production capacity by 20-30 times not an easy thing to do in a short time. I believe Jared understands all of these issues as well as Allie. If the commerical end is sold to a Dow then they still will probably keep the production for Allie - How they handle the retail end I am not sure. But if I am a betting guy I bet the commerical end is sold first.