The problem is that the SAIC report fails to provide the entire picture.
To begin, it is based on outdated equipment, operations and methodology. Changes to these things have not been proven, evaluated, assessed or tested by SAIC. Therefore the SAIC report is obsolete AND as JBI has irrefutably indicated, the SAIC report can not be relied upon back then. It is no longer a valid assessment of current state and therefore can not be relied upon now either.
Second and most conclusive, the SAIC report was extrapolated under the premise that plastic was FREE. JBI has irrefutably stated in the most recent 10K that they will pay for plastic. The cost for feedstock has not been provided in a clear enough fashion necessary to draw any irrefutable conclusions and therefore can not be applied to an obsolete SAIC report to make any solid conclusions. The added cost of the use of HTF (if it really has any value to actually be used) is an added expense that has not been defined. The basis of its use creates a number of added variables that also have not been addressed. Logically speaking, the addition of HTF displaces plastic... to what degree? how much less plastic is in the process due to the presence of HTF? Assumptions and positive speculation do not draw any irrefutable conclusions. The the throughput, volume, output and costs are all unknowns that are in no way addressed by anything except speculation.
In summary, the SAIC report is obsolete and the cost values are unknown. Speculation of the most positive fashion is simply... speculation. It is anyone's guess at this point and there is no irrefutable validation to demonstrate otherwise by SAIC or from JBI in its deficient guidance.
note the correct use of the word irrefutable
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