Just do me a favor and don't get sucked into this for anything more than a flip trade IMO.
The fundamental story of making $ from converting plastic to diesel-like fuel with a catalyst for years has been flawed IMO.
I haven't seen anyone mention the real reason I have for why it is an unprofitable endeavor and JB has not addressed it either in anything I've seen which continues to leave me very very skeptical of the company making big $ operationally with P2O going forward.
So even if you swallow all the red flags on the company and accept P2O will happen, there's a real reason why that diesel-like fuel will not be sold in bulk profitably to independent refiners IMO.
I think the whole P2O part of the company operationally is a total hype job but that's just my personal opinion and you can find lots of people, some very good DDers, on both sides of that fence.
All IMO only.