MadDog...you ask a very poignant question: "What are the chances that KK will commit to another R/S...?"
I believe that if the patented technology, increasing licenses and lawsuits were not here, than the risk would be extremely high. KK has shown that when he's desperate for cash, he does R/S.
But now I wonder if we're at a new turn? Is there a need for him to do another R/S? Or will we see that the technology, the significant profits it produces, the market timing of biofuels and the strong legal control that GERS now has precipitate a new evaluation of the risk/reward here?
I'm thinking it does. Perhaps there may be another R/S. Perhaps not. But if there is, I think it will be for different reasons than what KK has deployed in the past. I would think it would be to position to a better pps. If that is the case, then you only need to do a small one. Personally, I'd rather see a 1/100 for the OS ALONG with a 1/100 of the AS too! That move would be extremely telling to me.