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Wednesday, February 29, 2012 11:21:51 AM
at the very start of JB speaking
specific to permit being amended
for each processor handling 4000
pounds per hour with 150 pounds
per processor per day in total
will try and compile my notes b4 eod
and post them here >> i continue to
be in awe of what has been designed
by JB >> it's a dream machine that
produces liquid gold >> with a demand
that is only going to increase over
the years ~ and based on the CC
i'm going to revise my proc total for
fy 2012 to 12 in total (6 at NF and
6 at 2 rock tenn sites) imo that is
totally realistic (120M and 85% GM)
edit>> one other thing i starred >> that
keeps overlapping >> is the issue of feedstock
(clearly sourcing feedstock in 2009 was brilliant)
but equally brilliant imo is mgmt's interaction with
NY state officials >> who now *push* feedstock JBI's way
this quid pro quo >> i have said privately for over a year
i can see each state whose leadership has functioning gray
matter *embracing* P2O for their DOTs' over the coming years
there is way more there >> but right now as most understand
JBII is now walking >> up from crawling >> in 3 to 5 years
they will be on the track team :)
==
4kids
all jmo
10/5/07 -- there are no coincidences here ...
oh and like many other longs .. not selling at this level --
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