With margins of $99 per barrel of fuel produced, it is hard to see how the company could not be profitable.
The question is how long will it take to get those additional processors on line. I have heard a number of different time frames. My personal guess is in 3 months or less.
So let's say I'm wrong and it takes closer to 6 months. That means the company is cash flow positive. Since the company has very little debt, that also means the company can continue operations for the foreseeable future.
With that hurdle crossed the next question becomes what about additional capital requirement for expansion. That will be far less of a problem than many think. So far the company has had private investment from the Middle East. There are very good reasons to think that companies wanting colocated P2O processors will be willing to fund the capital costs to get them installed.
Given the low cost of a P2O machine, the payback on the cpaital costs is under a year. That is almost unheard of.
It's hard to see how attracting capital will be a problem for JBII.
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