If it ain't essential, then why are they going to urgently add them to the processors during the "next scheduled downtime"?
Possible answers include:
1. cuz they read iHub message boards and have realized that baghol.. uh I mean shareholders are starting to understand that they aren't able to "fine tune" the input ratios without them (oops, got caught in a lie... hope THAT isn't a mistake they make twice)
2. because it provides a convenient pretext for otherwise inexcusably poor production rates in Q4
If you own a goose that lays golden eggs (this board has seen many references to JBI's P2O as just that), would you:
1) spend all your time trying to figure out exactly what to feed the animal to make the gold just a little bit purer, so as to increase your yield by a few percent, knowing that all the dietary experimentation would dramatically curb its egg-laying?
2) incubate the eggs so they hatch, grow into golden-egg laying adult geese, and and try to make money by selling the offspring?
3) whisk the eggs away right after they're laid, and take it to the bank?
(now consider the question again, but this time imagine you DON'T have a golden-egg laying goose, but everyone around you believes you do!)
Seriously folks, THIS formerly self-proclaimed long has no faith left whatsoever. Too many lies from the company for too long. 3 years after "beginning commercial operations", JBI has yet to achieve what they claimed was already achievable with the 1st generation 20-ton processor. And don't bother telling how the partnership-du-jour with Crayola will change anything -- it's no different from Al Sousa or Rock-Tenn.
But regardless of what I say (after all it's just my opinion), the REAL proof that the company's prospects are dim is that not one of the insiders is buying shares at prices that are all-time lows. That speaks volumes.
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