Hoping for an increase as well, and we shouldn't be too surprised if so. Remember szym still considered a pure biofuel play, and while historically short money was considered the smart money there is a momentum and algorythm component to shorting these days that ignores individual granularity.
Yep. Save cash?... to what end? As has been repeated, sell now or try to make it happen. I'll be interested to see with whom, if anyone, they did the PLA studies. And there's still the case of Pharmafilter installing another unit in 2015 in Rotterdam. When the deuce are they gonna start a pilot plant? Maybe my brain needs a PET scan.
No clarification on "acquire" but I'm gonna guess that the " Security of supply..." and "...mutually assured through contract negotiations." means licensing of some kind. Interesting find.
Of courseI think much has changed with Encapso - high margin, low production cost, and lets not forget the food side of things, which also has a similar cost structure. So likely 44 mill gross is a lower bound.
Welp, just using their standard ASPs of 2000/mt it's 44mill a year for both. Clinton is one year into ramp so I'm thinking at this time its at .4 to .5 of capacity, assuming a 18 mo timeline and a steep ramp in production the the last 6mo. (seems to be what The Graph indicated).
Or we may see another wacky 30%+ swing back. Neither would truly surprise me in this market.
As for me, I may pick up some more at these levels but as there is no news or data to refute szym's value proposition I can sleep with my current allocation. changing the subject, I'm thinking with Clinton being ~ 1 year into ramp we should see a low end monthly production of 40% of nameplate - say around 650MT/mo over the last quarter.
As for Moema I'll GUESS 5k-10k total last quarter, though this won't show on szym's sheet.
while i do not know him personally, like sgrogan I do have a measure of indirect knowledge that confirms all that was laid out in the piece. He put in an amazing amount of work in the 10 years prior to becoming public.
We missed this. I found it on the Dutch version of thier site.
Saint Francis Hospital's clinical and waste in a sustainable and environmentally responsible manner
On Wednesday, January 22, 2014 St. Francis Hospital signed a contract with Pharmafilter to build a Pharmafilter system. With this system, the hospital may have clinical waste and waste water in a sustainable and environmentally responsible manner. The Sint Franciscus Hospital is the first hospital in Rotterdam and the third hospital in the Netherlands that this technology and new process will apply.
How it works
The Pharma Filter System consists of grinders that are placed in various departments within the hospital. These grinders are through sewers connected to a treatment plant on the grounds of the hospital. The grinders employees include biodegradable pots and urinals can specific hospital and leftover food deposit. The use of grinders on the wards increases the health and safety of patients and staff. The hospital waste is broken down by the system largely organically with biofuel as a byproduct and a greatly reduced rate of residual waste. The waste water is purified by the installation of contaminants, including drug residues. The biofuel and the purified water will Sint Franciscus Gasthuis reuse in technical systems.
If not familiar, delete "DOT" and add a "." with no spaces, then copy-paste to url field.
"In summary, the unique miscibility with PVC of renewable PHB
copolymers makes them very efficient multifunctional modifiers. They
offer plasticization, toughening, improved processing of all types of
PVC compounds, and reduced UV discoloration of PVC. The PHA
polymers discussed in this paper slightly reduce the short-term thermal
stability of PVC stabilized with certain Ba/Zn salts, but at the
same time provide a much more significant improvement in the longterm
thermal stability of these compounds. They also protect transparency,
reduce fungal growth, but do not promote biodegradation of
non-biodegradable PVC. My colleagues and I are now planning to turn
PVC into biodegradable resin".