SEE HERE
SkunK
So what exactly do you call paranoia based on experience? lol
Of course the SkunK would want to see the maintenance log and the valve log and the recent clock rings of the maintenance employees. Those details would make it harder to hide any recent nefarious "projects" in the vicinity of the oil extraction equipment. Of course production will show a recent drop if the concentrated stilage heating equipment has been removed. Remember to always look for the anchor holes in the concrete. It's easy to move equipment out of the building but awful hard to patch concrete anchoring holes - it is just impossible to match the color of aging concrete. Exposed untarnished pipe threads - the untarnished gnarl line of a pipe held by a pipe wrench, the SkunK could go on and on about the tell tale scat left at the scene of
10 comments:
Why object if there's nothing to hide? Another small victory for the good guys.
There was simply no basis to this objection from the start. Other than trying to block GERS from obtaining proof of a smoking gun...
Justice is prevailing!
Flint Hills...
I don't mind going out on a limb in order to make a guess at things. Sometimes I win, sometimes I lose. I too have a handfull of Emails from Valero so there's nobody special here. I was having a nice back and forth with Jim, until the results of the Markman came out. When I asked the question along the lines of, ICM was confident that the Tricanter didn't infringe GERS patents and I pointed out that ICM overwelmingly lost the hearing, does that affect your confidence in a non issued pending patent that still extracts from concentrated stillage? The communications came to an abrupt halt. Maybe nobody can get a response on that one. I do think there is something behind Valero not installing the system at all of their plants. It's like they're not too sure, they're testing it, or they don't want too much liability in the event that ICM's patent is denied. I do believe that Valero, in the end, will sign with GERS. Simply because their system is nothing new, it's obvious, and still extracting from the concentrated stillage. POET will license with GERS in the future as well, IMO. POET is extracting from the same stillage. The only difference is that POET doesn't use heat when they ferment the ethanol(cold cook) which has nothing to do with the methods of extracting from the byproduct. The method of extracting remains the same. GERS has mentioned that POET and ICM's new customers will be held accountable.
Anyway, I think the mystery licensee could be Flint Hills, the #5 largest producer behind Green Plains.
Greenshift has stated that we've gained substantial new business in 2011. From 1 billion in 2010 to 1.9 billion so far in 2011. 900 million gallons this year. Calgren was the last to license in December of 2010. So in 2011, we licensed GPRE, MN(60M), Marquis, WI(70M), Sunoco, NY, (110), Andersons, IN, (110), and Advanced BioEnergy, NE, (110). That's a total of 460M. 900 - 460 = 440. Who's this 440? It's Flint Hills, IMO.
Flint Hills Resources LP Fairbank, IA 115.0 115.0
Flint Hills Resources LP Iowa Falls, IA 105.0 105.0
Flint Hills Resources LP Menlo, IA 110.0 110.0
Flint Hills Resources LP Shell Rock, IA 110.0 110.0
Y/A corn oil 198M gallons.
The Andersons Albion MI 55
Utica Energy, WI 48
Western New York, 50
Central Indiana 40.0
1 billion gallons licensed in 2010.
Green Plains, IN 115
Green Plains, IA 115
Green Plains, IA 65
Green Plains, IA 55
Green Plains, MI 57
Green Plains, NE 115
Green Plains, NE 50
Green Plains, TN 115
Marquis , IL 140
United , WI 52
Corn, LP , IA 60
Calgren , CA 60
900 million licensed so far in 2011.
GPRE MN 60
Marquis WI 70
Sunoco NY 110
ANDE IN 110
Advanced NE 110
.........
Flint Hills?
Iowa
115
110
110
105
(440 TOTAL)
What does everyone think?
Slash,
If I was good at speculating, I'd be trading futures. However, you do put up some convincing figures there.
There are many more important issues to be delving into here than the existence of “bogie men”. The effort being expended to support this mania is just that, manic. I am me and no one else; and it is unlikely that “Todu” or any one else would want to be me. What is disconcerting is the possibility that some posters are working to actively deceive us. In that regard Slash may be guilty. Yesterday Slash acknowledged (Yahoo “Flint Hills” tag, 14 Oct 4 PM) that he had also been in communication with the same senior Valero official I had during the time I was trying to clarify the implications of the Valero signing for GERS and that he had the same information. I posted here and on I-Hub that this VP categorically stated that there were no contracts between Valero and GERS and that Valero was going to work with ICM. During this same time period you all remember that Slash was working very hard to convince us of his theory that Valero was going to announce future licenses with GERS (the “mystery” company). The basis of this theory was that the Valero gallons of ethanol would allow GERS to fulfill its year end pledge, much as the argument he is now making for Flint Hills. THE PROBLEM – while Slash was trying to manufacture this obviously future good news he has now admitted that he knew that his contention was patently false. You be the judge, the writings are there for you to read. I press this point not out of a vindictive spirit but to say that many of us have benefited from Slash’s knowledge and persistent digging. It is sad, but necessary that we must now view his contributions with the knowledge that he has impeached his veracity with his own words.
There is too much thought going into a business that is up and coming, stabilizing and becoming a mature company. Speculators should just back out and let management of GERS run the company as is best for all investors. It would be greatly appreciated if the speculation and mud slinging would end and only report factual evidence as does the Skunk.
that sounds like the voice of kk
"the existence of “bogie men”
Bogie: A low wagon, cart, or trolley.
"Atkins is fighting every step"
Atkins: A low carbohydrate diet
"Through enough crap(actually schist) at the wall and some of it will stick."
Through: In at one end, side, or surface and out at the other: to pass through a tunnel.
todu5613a
First of all there has to be income and profits so dont hold your breath
nobody12378
but folks hold your breath
todu5613a
Have a great weekend folks.
nobody12378
Sometimes Slash gets so animated in his discourse you can't tell the possible from the probable from the certain licensees.
todu5613a
Reasonable discourse is welcome even if we disagree
nobody12378
I love gardening does that count?
todu5613a
The only green I want is money in my pocket,well other than in my garden...Ok time to go play in the garden weedin and a hoein.
nobody12378
Two words -- Investor Confidence; lack thereof.
todu5613a
If a high dollar investor had confidence... or lack therof.
nobody12378
Texas! Sounds too much like taxes.
todu5613a
Texas is a Republic... Actually thought about retireing there but cant afford the taxes.
nobody12378
if they are not able to ultimately prevail it is lights out for GERS.
todu5613a
Oh well last one out turn out the lights.
nobody12378
Good to see some humor here even if it is gallows humor.
todu5613a
It is good to have a sense of humor as it keeps from being despondent about never making a net profit
nobody12378
Sounds like a company concerned about its shareholders. NOT!
todu5613a
Been away for a few days and expected this to be over a penny by now. NOT!
now that we have more signed on we wont need the RS and the pps will go up considerably. NOT!
nobody12378
OOPS! The sells at 0.0001 just picked up.
todu5613a
OOPS! fell off back to .0001
nobody12378
Right now it feels as if we are waiting for our execution.
todu5613a
The waiting is worse than the execution.
nobody12378
I am responding to the unjustified hysteria that KK has righted the ship
todu5613a
cashing in on the hysteria that albore is preaching... It is an exciting time watching this ship sink instead of righting itself.
nobody12378
Wouldn't that be a pleasant surprise?
todu5613a
IT will be a very pleasant surprise if we ever see a rise in PPS that will make much of a difference for us.
nobody12378
but I won't be bamboozled.
todu5613a
you've been bamboozled!
Nobody12378
"Please note that I am Nobody12378 not Nobody12387.",""I have never posted on the yahoo board."
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_G/threadview?m=ts&bn=77822&tid=30203&mid=30227&tof=1&rt=1&frt=2&off=1
Post by nobdy12378 on the yahoo board
For the record, I posted my thoughts on Valero one day, the 19th. I began getting communications from Valero on the 20th. Where in the world did you get the idea that I wouldn't give up the notion, that I continued to post otherwise and mislead? You've just been proven a liar with respect to yahoo so show me those posts or be proven wrong again.
For all we know, the real nobody12378 may not be around anymore and todu5613a could have jacked his ID for IHUB.
I am sorry Skunk, I will disengage. This denigrates your great blog. Any comment just causes him to froth more.
Damn Straight!
Post a Comment