I stand corrected. In the AGM slides (last slide) JBI states that they will prove the viability of P2O with 2-3 running processors in NY, not 3-5 as my previous post stated.
There has been some contention on that. Mr. Bordynuik seems to have backed off of those price claims and off any references to WTI prices. Even some of the die-hard longs are indicating that that there aren't any offers for anything related to crude oil--although I'm sure they would like to keep the suggestion out there.
I think you're remiss in that assumption of $75/bbl. Certainly being able to sell the pyrolysis oil to anyone is a really important former claim of JBII. It might be worth your while to get some sort of evidence or indication that the pyrolysis oil can be sold at all. You can see that your well-calculated math becomes bupkis if that single assumption falls apart.
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