Tuesday, August 16, 2011 1:25:40 PM
Quick thoughts around execution:
1. Lets assume RKT will be just the first of many contracts: e.g if you were RKT's competition right now, wouldn't you be calling the JBI account team?
2. How many more MonoFill Waste Plastic Sites exist which are capable of being mined
3. Lets remember how weak the competition is and the headstart JBI has already developed over them in a little over 2 years - see spreadsheet below
4. Global market exploitation - I dont think John or the shareholders will be satisfied restricting this technology to USA hence perhaps why Middle East Billionaire investors were sought to make stretegic investment into this little start up
5. By year end, NF P20 results will provide financial proof of concept/processor profitability - be that in line with mgmt guidance or otherwise
https://spreadsheets.google.com/spreadsheet/ccc?key=0Asw_Hg5HjU51dHlramlHNmdxWDZFYlBCd1BGc2c0UGc&hl=en_GB&authkey=CIGf_bcE
Select: View / full screen to optimize viewing and scroll down
Its an easy story for investors to understand - passes my sniff test at least
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