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Rawnoc

11/05/12 10:21 PM

#202735 RE: ctrumabll #202734

JBII is in the "we put free trash into a self-energized, automated, low capital cost hole and in-spec highly valuable fuel comes out" business. Always has been.

The only questions are...

(1) Can they really do it?
(2) Can they continue to do it over a long stretch of time?
(2) Can they duplicate it while continuing to maintain low overhead?

Everything else is noise. This isn't the Real Housewives of Niagara Falls. It's an investment.

IMO, the evidence is overwhelming that #1 is true. #2 has yet to be proven and/or is in the process of being proven. Same with #3. While waiting for that proof, some investors have chosen with the belief that after that proof there will be a large premium to pay. Other people are waiting for that proof first and would be happy to pay that premium later for safety.

Media credits, and yo-yos, and he said she said on this date and that interview and that facebook comment doesn't change a thing, investment-wise, and just noisy drama irrelevant character assassination that reminds me of a presidential election.
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kugel

11/06/12 5:58 AM

#202744 RE: ctrumabll #202734

If you have ever had to run a business you would understand having changing priorites is the only way to move forward..If not you would still be going to work on horseback.JBII is an amazing company and moving fast..