If you follow JBI closely, there is not much "new" from the TED speech. One thing that was new to me, was when John implied that JBI currently processes much/all of the agricultural plastic from the Niagara wine region, though I'm unsure just how much that represents. It's not significant news (from an SEC perspective), but speaks to the point John made during the speech of solving "local" plastic waste problems.
Perhaps "new" to the skeptics was the realization that the CEO knows very well that all that's left between today and commercial success are "administrative and operational" challenges. Somehow those aren't the ones that keep me up at night ;-)
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