Hello All
I have been long on NSOL for several months. Like any stock, its a risk/reward. I could be wrong and lose a lot of money here.
Having said that, I have been adding the last few days, including today, and will continue to do so unless there is some fundamental reason not to.
Technically, I don't understand why the price is down. One of my guesses is that the ethanol deal was known for some time by "insiders", they had bought in at a much lower price, and now taking some off after the last press release. I would be grateful for any other input.
NSOL caught my attention by how they are recombining existing technologies/businesses to solve problems and create value. This creates the potential for explosive growth if the business model proves valid.
IMO the FFI business model is a stroke of genius. My hats off to whoever put that deal together.
There's much speculation about the FFI technology because NSOL has not exposed their hand. It's either because they don't have something (which I doubt because it doesnt logically make sense) or because they do and they don't want to create competition that might muddy up the water.
Remember what Herda said in his letter...
"Our overall plan for success centers on bringing together technologies—that have thus far worked independently of each other—into a cohesive system that can produce ethanol from waste"
He clearly states it is the "key" to their success, yet, he has not exposed the details. So we are left to following the crumb trails. (I am not complaining) Maybe that doubt explains the current pricing? I have placed my bet that the technology is real and proven. NSOL may not even own it, but they will be the first implement and create a new industry (I hope) with it. I love the concept.
Thanks to those that have shared infomation in this board.
Good Luck to us all!
AI
