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Re: Rawnoc post# 138168

Sunday, 10/16/2011 10:15:20 AM

Sunday, October 16, 2011 10:15:20 AM

Post# of 312030
Raw, You've been following this much longer and in greater detail than I and I am no less optomistic about where things are going. I am just a little more sceptical about the amount of information JB seems to be releasing. At present, he does't seem to want to release any information he isn't legally required to release. your point about 2 more machines making JBI profitable may well make that definition of material information. I am also guessing that if we are able to get information about next week's tour, #2 won't be running yet and we could see another buying opportunity in the shadow of the disappointment. I don't buy the premise that JB wouldn't allow a tour unless he had the new machines running and place some credence to the poster a few weeks ago who said he's been in the fabrication business for 30 years and would consider a 4 month turn on making a machine amazingly quick. Add to that the testing that may have gone into getting the premelt going? Well, getting them online next month would be really great, but production of a disruptive technology gizmo that can generate cash like the Fed? It may not happen as quickly as I'd like and I am prepared to be patient.