Painting such broad strokes here, first you are missing a few items of note. They have an INITIAL purchase at this time for an undisclosed amount for their food oil. But what I cannot figure out is why you are leaving out such a huge amount of other projects currently under way. They have three PBRs being built currently at three different sites, this is revenue for the units and future revenue in servicing. That is not speculation or possibilities this is happening.
Just because current companies are under full production does not mean they have the best process, how are you comparing yield rates between them? What facts and figures do you have to support your conclusion? NONE as of yet, because you have not posted a single statement showing the differences between the companies. Established and using a poorer process will result in being out of business in the long term, that is a fact. Show me BEHLs process against these other companies.
The cheapest is not necessarily the best, higher yields with higher quality are also targets of strategies for companies. You are not looking at this from the objective they are trying to achieve, they know they are not the first company to delve into this industry, they know they are up against established companies. Their strategies have to be something other than just mimicking another company. The problem with your assumptions is your basing them on nothing because you do not have the first clue of how their process works or their business strategies, and so you choose to shoot from the hip as a means to make your point.
Show me the differences…. I already know you cannot…..
