GW
Surprised that for someone who has been here this long still thinks such aggressive thoughts. We haven't heard if processor 2 is done yet. Why is it that everyone thinks that JBI has the means to build multiple processors at one time? I just don't see the logic in that, and the precedent isn't there. As of a little over a month ago, they still didn't have all the permits for the RKT site. It should be pretty clear that the RKT site is going to take a while longer. Until they finish all three processors in Niagara, I don't see JBI having the manpower or the tools, equipment, infrastructure, etc. to be in two places at once, yet.
Everyone seems to be setting themselves up for this big failure of expectations versus reality, when it really shouldn't be that way. I am just very surprised that people still do this after as many times as the aggressive projection has been missed.
If we assume the permit update doubled the production limits, then 2 machines is like 4. CFP should easily be obtained with 2 processors now. All the market is really looking for, at this stage, is consistent fuel production and sales that proves the business model, IMO. It's not so much about an additional processor or mass expansion, yet. Just prove one, or prove you can obtain CFP, if the machines are so great.
Hope I'm wrong about some of the goals and time lines here, but it shouldn't matter for the PPS. If you prove 1, or reach CFP, I would think the stock would be trading closer to $5. 3 processors, and RKT coming online within a month or two could possibly have us much higher than that.
Going back to Saturn where the people smile. Don't need cars 'cause we've learned to fly, on Saturn, just to live to us is our natural high
AI
