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Re: BeerIsGood post# 249396

Thursday, 11/14/2013 8:46:41 AM

Thursday, November 14, 2013 8:46:41 AM

Post# of 312015
This discussion DOES remind me a bit of the fuel buyer discussion that everybody doubted once upon a time when JBII was telling everybody lots of companies were sampling the fuel.

"Based on feedback from potential buyers, engineering groups and companies that have toured Processor 3, we are confident that the demand to sell machines exists."
http://seekingalpha.com/article/1834452-jbis-ceo-discusses-q3-2013-results-earnings-call-transcript?part=single

Buyers -- plural
Engineering groups -- plural
Companies -- plural

84.2%, not 82.4% of costs last quarter was feedstock...my bad. Sure, there will be overheard, but it will be very limited compared to what JBII has. If, for example, Crayola wanted to buy a machine, it wouldn't need to hire a CEO, a CFO, a new auditor, a new lawyer, etc. etc. that JBII has as overheard. If they have room for a machine on site already and can integrate the processor into their operations, the overheard would be minimal.

BIOF just sold their money-losing ethanol plants for $101 million. Very very very few alternative energy equipment is profitable to buyers so it's clearly not the only motivation. The entire solar panel industry isn't profitable except for government credits.

I guess it comes down to if one believes Heddle or not and if what he says makes sense.

Raw

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