The make-it or break-it point for this company is in the past, they have a factory that can produce fuel from plastic.
I have to disagree. Yes, the factory can produce fuel from plastic. But the company has not proved that it can do it profitably. Or as profitably as many here expect.
I'm not saying they can't, I'm saying we don't know.
I asked JB about the throughput of the P2O process. He told me that he could not share that material piece of information with me.
We just don't know yet.
If the process is proven to live up to expectations (have I mentioned run tickets in the past - oh, I think I have), that's when it will be game over. That's when speculators (be honest with yourselves - investing in unproven technology is speculating, not investing) on the sidelines will wish they had taken some kind of position.
I would place the odds of success at this point in time at 65/35 in favor of success.