"At least" half of the industry extracting corn oil "within the next couple years," Seems like every estimate gets a shorter time frame. When enough industry leaders take the risk and are making money doing something . . . the tipping point is reached and the herd will then move in mass to do it quickly. I believe that tipping point has been reached, the herd is on the move. The SkunK believes more than 90% of the corn ethanol industry will be extracting corn oil within 24 months. The biggest challenges (Both WILL be solved because it is profitable to do so) are the lead time on key parts - and the ongoing patent litigation.
(Note: The patent litigation is only a problem for those who choose to use - but not license - a patented process)
This excerpt above from the "just out" Jan/Feb Issue of BioDiesel Magazine page 32. Thanks to kimbrowntxselect on I-Hub for the good DD and the link.
SkunK
Thanks Skunk! This is such a great investment IMO. Cant wait to buy more shares!
ReplyDeleteGreenShift may push YAGI out and re-finance on favorable terms with the new profitability statement on end of year. Think about it! If GreenShift may now show profitability, they no longer need YAGI. More reputable financing eill become available. Then GERS will move to the $6.00 range respectably achievable.
ReplyDelete$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
ReplyDeleteWell I'm out of post's on Ihub, but I wanted to add to my post on amount licensed and amount actually online producing. I would like to increase the online amount to 1.7 bgpy from the 1.681 I had estimated. This is because I found that the 2nd Marquis plant actually has a 75 mgpy capacity, not 50 mgpy.
ReplyDeleteThis bring's my estimate to 2.1 bgpy licensed.
The gap between 1.7 and 2.1 will be bridged when Licensees ABE, BIOF, Ande/Marathon bring their additional plants online.
I've had posts deleted on IHub recently.
ReplyDeleteWho else has?
Is there some sort of manipulation going on here? Seems that way to me.