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scion

04/06/10 12:17 PM

#35720 RE: Estimated_Prophet #35712

A preaching to the choir sort of event, that doesn't give irrefutable evidence to spread to the masses due to the technicality of the report.

Really? So you don't think people will understand the report, if it is issued?
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blind squirrel

04/06/10 12:45 PM

#35745 RE: Estimated_Prophet #35712

EP,

I think you are probably right, to some extent, about:

“A preaching to the choir sort of event, that doesn't give irrefutable evidence to spread to the masses due to the technicality of the report.”

However, the reason most stockholder are stockholders and the majority of the reason they’ve held long to date is their belief in John and his What I Say I Will Do I Do (WISIWDID) reputation. The release of a meaningfully and process substantiating PR about IsleChem’s work/findings is crucial to maintaining trust in John and belief in WISIWDID

That said, we are long this stock because we believe John when he says P2O works, but it now all turns on proving it in production and there I think you are spot on saying:

“In my opinion, the big event now is receiving the air permit in New York”

In my opinion we need (none of this is new news):

1) A PR about Isle Chem’s findings (confirms our trust in John and bolsters continued belief in WISIWDIWD)

2) A move to a larger, prestigious exchange (establishes creditability and allows buy-in by a substantially bigger audience including pent up interest from personal retirement funds)

3) PR of anything that clearly and irrefutably demonstrates real progress in building and putting in to operation a production facility.

From there it’s all about the reportable numbers.


squirrel
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Estimated_Prophet

04/15/10 10:37 AM

#37639 RE: Estimated_Prophet #35712

Looks like GWMAN and I weren't crazy.

Call me crazy, but I don't think the IsleChem Report is going to have much effect, immediately. A preaching to the choir sort of event, that doesn't give irrefutable evidence to spread to the masses due to the technicality of the report. I believe this is why URS is mentioned. John explained that IsleChem was important to get the permit in New York. URS will be important to get permits globally. Hopefully, other states(Florida) will fast track the permitting process once New York gives JBI their air permit.

In my opinion, the big event now is receiving the air permit in New York.

Careful, I hope to be wrong, but GWMAN may well be right. It seems the report has been in JB's hand for a while, and yet we haven't seen it. In my speculation, JB used IsleChem as a trusted friend. Someone he could trust to hand over the catalyst and processor to validate his own claims/beliefs. It wasn't intended to have a user-friendly report, as GWMAN said. It validated JB's claims, but putting that into definitive language for the investment community must be difficult, hence the talk of URS. URS will be far more user-friendly.

I think the big movement here awaits the real anticipation of P2O being in commercial production. The market cap has already anticipated it working, and now is just waiting for it to produce.

Again, I hope I'm wrong. I do think IsleChem is a big, big deal, and will be huge. I just think it might preach to the choir a little more than we wish.

Having said that, I do think JBII is going to break out and run huge soon. IsleChem, AGM, Nasdaq, commercial production should get the breakout going eventually.