Interesting summation. Some true, some speculative, some disengenuous. Clearly, the intent was to scare the crap out of a lot of people. Why? Being some savior or just trying to lower the price with panic selling? Well, since no one has sought to address your missive in any analytical fashion, I finally have some time and thought I would make a run at it.
First, let's put to rest the IA stuff. Old news. If NSOL is to exist and be successful in the future, what happened with IA does not matter. Whether IA lied is hard to prove and NSOL obviously gained nothing. Still, I will offer an analogous perspective.
I was selling investment property once and a potential buyer surfaced. The buyer wanted the property, but had cash flow issues. He tried to arrange financing, requesting two extensions and gave me some references that checked out. I wanted to sell and where and how he got the money mattered little to me. So I extended, passing up other offers to honor his request. In the end, he never could solve his cash flow issues and did not buy the property. It worked out okay, but it caused me some temporary problems. Today, his actions do not matter to me. Similarly, IA will not matter.
Now about the rest of your thoughts...without argument, let us accept the most contentious as true...
So what if Kentucky Sciences does not give money to NSOL? We know that $2 million does not cover the cost of the plant. Funding would have to be garnered from some other source. Moreover, tax concessions would be a major part of the deal and given the current environment, everyone who builds a CTL plant gets them.
To the point MLM makes about the many CTL efforts - This somehow diminishes the opportunity? Tell that to Kleiner Perkins. As an analogy...How many restaurants exist in the US? Does that stop entrepreneurs from obtaining loans to open new ones? There can be many and they can be profitable. It is not a zero sum game. As with restaurants, the key for CTL is location...Kentucky and the coal in Muhlenberg County. (Forget Pikes County, that is someone else.)
So why should we be unhappy that oil guys are going to join the firm? Is that not what we want, people with industry experience? Duh! And, if your information is the same as mine, you know they do not need the money. $33k is chump change. What they are looking for is the challenge that will make investors and themselves wealthy because they grew the business. Nothing new with that concept.
So what if NSOL adds another 100mm shares? Seriously. How else are they going to incent the "oil guys" and potentially pay the Shaw Group? And, does adding shares truly dilute anyone's position? No. It matters not one bit how many shares exist if they are sought after. What has made the shares go down in the past year has little to do with dilution and more with fear/panic/greed. (And, I will not get into shorting, that is another issue and it is not my department). Whether 100mm or 200mm shares, if they grow the business, it will all be priced the same - higher than the 1.50 about which everyone was salivating.
So, to the point Walker6 made - why sell now? Because someone wants to create a bigger fire sale? Being closer to zero than one dollar, why would someone want to do that; unless they really need the money? I have no idea what will ultimately happen, but I intend on sticking around and finding out what these boys from Houston can do. If we lose, no one expected otherwise. If we win...you can all come to my place for a steak dinner and talk about how you "coulda been rich too; if only..."
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