As they started processing more plastic it became apparent to them they had to buy plastic.
From the 10K:
"Historically, we operated under the premise that we would be able to obtain significant quantities of waste plastic for free, as we offered companies a more cost-effective disposal method for this waste stream. During the year, as we processed increasing amounts of waste plastic, we made the determination that in order to obtain the most optimal feedstock on a consistent basis, we would be required to purchase this feedstock. We continue to receive free plastic from time to time, however, we have concluded that these sources are not able to provide us with the amount of feedstock required to consistently feed the processors at the optimum feedrates."
I never said "highest market price in the recycle market". But I do believe the plastic that optimizes fuel production has associated costs driven by the market. And specifically, in the last 10Q those costs to purchase and presort the plastic was 80% of of the cost to produce a gallon of fuel. Those are not fixed costs but are variable.
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