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fourkids_9pets

07/11/12 10:42 PM

#190348 RE: fourkids_9pets #190346

JBII >> questions for AGM

thanks to a fellow JBI investor >> for the suggestion to
pull together questions >> and his input (so far)

please add to this list >> or PM me (if so inclined)

intent is to send them off to IR by eod thursday >> july 19th

this gives mgmt time to review

and clearly anyone can send on questions directly to corp as well

i'll update 2 X per day (am and pm)

==

Operational:

1) Time required to build each machine

2) Cost of each machine

3) Timeline of Company’s future operations (3-5 year plan similar to how commodity companies update shareholders with operations update) – timing of rollout, approximate timing of permit application process, estimated production level)

4) Storage and logistic issues in future sites

5) Permitting issues update (ex: road blocks in increasing through put re: DEC) or anticipated future issues

6) Patent protection / trade secret

7) Are there enough steady local feedstock supply? Any potential long term contract as it is an important variable in Ontario (given the smaller population etc)

8) What happened to Chrysler, why is it no longer listed as being a partner with the company?

9) Any potential legal/operational/logistical issues


Financial:

1) Will the company be issuing financial (high level P&L and balance sheet – Earning estimates) and data projection

Other:

1) Potential Long term contract similar to Rocktenn

2) Public awareness – international expansion

3) Qualification of government grants (as alternative power companies receive millions in grants each year, not sure if JBI qualifies)

4) Is Al Sousa still involved in any way or have the FL sites been put on the back burner?

===
4kids
all jmo

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Acc441

07/11/12 11:12 PM

#190350 RE: fourkids_9pets #190346

JBI>> questions for AGM




Perhaps Mgmt could first EXPLAIN the details of the ....


long term contract with Rocktenn... after all... per the *er* agreement.. Rocktenn is NOT required to purchase any fuel produced by JBI..... JBI is however REQUIRED to PAY Rocktenn a portion of the proceeds earned from the sale of any fuel/sludge product etc produced from the Rocktenn site...


with this in mind.. and given the FACT that JBI is solely responsible for any and all costs associated with the purchase of the processor and related equipment as well as installation, upkeep and any other expenses related to running the processor(s) including labor costs...along with any and all costs related to securing permits... it would be prudent to ask JBI's Mgmt what percentage of revenue is due Rocktenn... after all... if RockTenn's percentage is too high.. then perhaps shareholders will come to realize that any contract "similar" to the Rocktenn contract means disaster.


Now.. on to some of the other softball questions:


Time required to build each machine: Call the Chinese supplier

Cost of each machine: Call China

Timeline of company's future operations: check back later.. as in the future


Storage and logistic issues in future sites: LOL... no "issues" whatsoever... gotta have sites before you have issues


















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VeerMortal

07/12/12 7:38 AM

#190371 RE: fourkids_9pets #190346

What of the NY State, #6 fuel oil ban debate? Will clean JBI #6 fuel be still allowed under the new law?
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Artiztic1

07/12/12 9:38 AM

#190384 RE: fourkids_9pets #190346

What does John think of his shareholders concerns/questions?

Obviously, he thinks your questions/concerns don't matter - as he IGNORED over 95% of them the last time we played this silly game.

Maybe you can add these *back* to the list?

How about asking John if both he and other's at JBI are being questioned by the DOJ for us?



1) what is mgmt's definition of commercial roll out pertaining
to processors produced per month or Q in 2012 and what is the
expectation for going forward 12 months (2013) IGNORED

2) Will our current business partners ( Indigo, Xtr, and Coco) take all the output of 3 processors at maximum capacity? IGNORED


3) Does Rock Tenn prefer to use all or a majority of the fuel output from the processors put at their facilities? IGNORED


4) were the 2 30T kilns from China ever used (2&3 maybe)? IGNORED


5) has JBI definitely decided to standardize with a 20T kiln size because of truck limitations for modular transportation to RKT sites? IGNORED


5.5) My question, relative to questions 4&5: Has the pre-melt reactor (term used in the January 20th PR) eliminated the need for the rotating drum reactors completely? IGNORED


6) One question which should be asked is when John plans to approach national media for a presentation of JBII. IGNORED


7) What is JBII doing to combat the NSS/Manipulation of this stock. F/U: If management does not think the stock is being manipulated what is their explanation for the non-stop attacks? FWIW, I total understand if JB does not wish to expose his defensive tactics against manipulators. IGNORED


8) Are there any other sites planned as JBII sites (no JV) like the NF facility? IGNORED


9) Do they have the second RKT site on the drawing board yet? IGNORED


10) whats the goal for quanitiy of p2o machines for 2012 IGNORED


11) JB's thoughts on PIPE's/Dividends/Spin-Off's/Privatization/Buyouts/CopyCat Competition? IGNORED


12) Have they truly completed the modularization of the entire system and are the fabricators and all involved ready at hand to fill orders? IGNORED


13) With 2 & 3 up and running and the new building finished, what does JB think will be the company's biggest hurdle to overcome? IGNORED


14) How hard is it to switch the machine over to procuce naptha for the massive deal with XTR? Answered

15) Can we just dedicate a processor for each type? IGNORED


16) How do you define "cash flow positive" as used in the following, from the last 10Q?:
"Management’s highest priority continues to be bringing processor #2 and #3 online so the Company can become cash flow positive." IGNORED


17) How soon will the new building be ready to start manufacturing the modular processor systems Answered

18) What are realistic goals for the number of processors running in 2012 and 2013? And how are they going to be financed? IGNORED

19) How much fuel is processor #1 producing/selling on a consistent weekly basis? IGNORED

20) What’s the percentage of plastic derived fuel, that’ll be blended with purchased third party fuels for resale to XTR? IGNORED

21) How many processors will be needed to meet the full quantities required by XTR, to fully eliminate the need to blend plastic derived fuel with third party fuels? IGNORED

22) Has any blended fuel been delivered to XTR to date? IGNORED

23) What’s the maximum output of Naphtha per processor? IGNORED

24) Will the time to process change, by tuning the processor to produce more Naphtha? IGNORED

25) The DEC recently increased feed rate to 4,000 lbs. or two tons per hour per processor. This increase would result with a need of approximately 120 tons of free plastic needed per day, for running three shifts with an hour down time per shift at maximum input feeds. Is the company currently receiving at least 120 tons of free plastic that can be processed per day to meet this need? IGNORED

26) What’s the total current cost of materials, labor and time to build each new processor? IGNORED

27) Is the number one processor operating at the full allowed capacity yet, if not when, same question for 2&3? IGNORED

28) Will 2&3 need to be tested to satisfy the DEC prior to running commercially? IGNORED

29) What is the company’s expected net profit or earnings per share, per processor - on an annual basis, for Niagara Falls plant vs the first Rock Tenn site? IGNORED

30) How long before the company expects fuel to be produced from the first RockTenn site? IGNORED

31) Is there a profit sharing agreement on the scrap steel from the raggertail, or is all the scrap steel property of JBI? IGNORED

32) Can the scrap steel be sold in its expected condition after plastic processing, or will further cleaning be necessary? IGNORED

33) What’s the current market price for the type/grade of steel in the raggertail after processing? IGNORED

34) How many barrels of fuel are currently in inventory, for each type of fuel that was produced from plastic? IGNORED

35) When the company uses “In Spec” in their fuel definitions are they saying that the fuel produced is within the “ASTM” specifications for that particular grade, if not what specification are they referring to? Answered

36) What is the longest time processor one has run for at one time? How much plastic did it consume in that time? How much sellable product did it produce during that run (#2/#6 or whatever)? How many people were involved in any way in running the machine during the entire run? What was the source of the plastic? What did it cost ie if free was freight paid by the provider or JBI? Was all the output either sold or used for customer testing? Was this run before or after the pre-melt was added? Was the processor running at capacity the entire period?IGNORED,IGNORED,IGNORED,IGNORED,IGNORED,etc

37) If they can provide any info on uplisting that would be appreciated. IGNORED

38) Given that the processors are most efficient when run without shutting down, when can we expect to see 24/7 operations, with minimal time for shutdown? The January 20th PR ( www.plastic2oil.com/site/news-releases-master/2012/01/20/final-report-from-recent-plastic2oil-stack-test-reconfirms-process-viability) stated "Normally, residue and metals would be removed from the pre-melt periodically during operation." Does this mean that residue/metals can be removed without shutdown of the system? IGNORED

39) Has the company secured the commitments from outside sources to provide enough waste plastic to allow 24/7 operations at the Niagara Falls facility on an ongoing basis? IGNORED

40) Given that the processor can only achieve a maximum output of naphtha of 40% (60% diesel), how will the company achieve XTR's delivery requirements? Will XTR only be accepting road-ready naphtha, or will they also be accepting road-ready diesel? IGNORED

41) Will we be given the opportunity to see the newly configured system(s) in its entirety? IGNORED

42) has the modular processor build-out -start/finish time frame been established, or is major tweaking still evolved? IGNORED

43) How soon will the new building be ready to start manufacturing the modular processor systems? IGNORED

44) Any input on this year's AGM? <time frame> IGNORED

45) Question about processor downtime: According to the 10 q the processor does not need to be stopped for cleaning of residue. Also, the catalyst allows the processor to operate at lowish temperatures.
So, what are the reasons the processor may need to be stopped each day? How about the pre-melt? Can that be run 24/7 no problem? IGNORED

46) What is the total number of hours that the first processor has run in 2012 to date and how much fuel has been produced in that time? IGNORED