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Garbone

02/01/18 11:20 AM

#43836 RE: flip3 #43835

If it was just CCTC I would probably not be involved here. Kiewit is what makes me think it is going to happen. I have a feeling they are running this train and CCTC is being drug along because of their patents. It follows that Kiewit is going with them overseas, they are folks with real skin in the game.
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redspinelpinktopaz

02/01/18 12:53 PM

#43838 RE: flip3 #43835

flip3: your "they don't seem able to get their minds around just how big of a project this is": remember, though they are not name-droppers, they dropped one: George Longo, managing director at Piper Jaffray. He is an old pro and will take care of your 'main concern'--when, and if.
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Cartman 3_16

02/01/18 2:37 PM

#43848 RE: flip3 #43835

One thing I have learned from the management here is that they do overstate everything, and they have problems with estimating how long a project will take.



You are absolutely right, flip. Your pilot plant timeline is close enough, too. That whole fiasco painted an unpretty picture of Eves, for sure. And not only was his timeline laughably off, with multiple missed deadlines along the way, the final cost was also nearly four times what shareholders were originally told it would be.