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Re: Dough Theory post# 10798

Monday, 08/29/2011 3:01:06 PM

Monday, August 29, 2011 3:01:06 PM

Post# of 85923
We are all frustrated, but some things take more time than others, and the Lafarge MVTG pilot plant is one of those. Most people do not realize how much design work (and time) goes into designing a pilot chemical plant. While the MVTG reactor design itself is complete and has been tested, and the reactor capacity can be scaled up by adding duplicate modules in parallel, the infrastructure design at Lafarge to capture, purify and feed CO2 at LaFarge to the MVTG reactor, pilot plant utility supply design, etc., is/was not ready.

The first pilot plant always seems to take forever (I am speaking from experience). This one is, will be no exception. In this case they also had to deal with funding the pilot plant costs and day to day expenses, and the design work for the support systems (CO2 capture....) which also creates a chicken or egg syndrome issue as well.

So it really seems like it IS taking forever. But Rome was not built in day. While I might wish Larry passed out more frequent PR updates, there is little we can do about it, but wait, and in the past most of the fluff PRs, have had little effect on the stock price or volume.

So, in the current case I think you have it backwards, the last 4 months or so they have been "no talk", and all action (but it has been behind the scenes action), versus "all talk and no action".

But until we have a PR, or PR's from MVTG directly all we can do is wait, or pack our bags and move on.

I choose to wait!


Ambition with out knowledge is like ship in dry dock. Going nowhere fast!

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