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Saturday, September 29, 2012 3:54:20 PM
Perhaps it will just be the missing link of the RKT deal. The missing link was taking a partial stake in JBI and/or giving them cash.
Why did WM used to be talked about giving plastic, and then suddenly they were nowhere? I don't think WM is interested in just giving them plastic.
After a 3 processor cluster is at RKT, and 2-3-5,6 in Niagara, that will set the stage. I guess the key here would be if sometime in the next several months they announced plans on how they will mass produce the machines. Maybe everything can arrive on-site, and "bolt them down", but I would think the streamlining of that is important, and expensive. Going to take a huge infusion of cash. Right?
I don't think WM would want to watch this company go CFP or wait long after, before having a stake, before someone else does and blocks them. Maybe the buyout angle is too aggressive, but a buy in would seem highly likely if the events unfold as the company foretasted into Q1.
Who knows, I certainly don't.
And in the ear of every anarchist that sleeps but doesn't dream
We must sing, we must sing, we must sing
And in the caverns of tomorrow
With just our flashlights and our love
We must plunge, we must plunge, we must plunge
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