Wednesday, June 15, 2011 4:17:00 PM
The risks are certainly diminishing but challenges remain substantial in order for JBI's potential to be realised:
e.g. how do you staff up appropriately to execute brand new JV centric business plan, how do you protect technology, avoid bad PR, emergencies and disasters, patent infringement risk, implement production line and supply chain, manage political risk, permitting and state level regulation, and counter competitive threats (however limited or not these may turn out to be)
The rough mkt cap of $240m (60m shares * $4) reflects both the massive potential which lies ahead as well as the challenges in realising this potential
I am extremely long and will keep adding shares as the company continues to execute in the recent impressive and proficient manner they have gone about business
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