RE: RE: Not sure if this is the "ground floor"What info are you referring to? That they don't have the cash on hand to pay for 100% of a new facility? That they won't build a "new" facility at this time, or that they will only be expanding the Hamilton facility? It is all publicly available information from their financial statements, presentation and prior news releases. Without spending a bunch of time going back and looking (myself) I recall that they need north of $40 million for a new facility and have less than that available as cash. The real point I was making was that they better show a strong quarter (which should be out today or Monday I think). Otherwise their financial/operating model doesn't seem to make sense. Again with their last press release on quarterly results their revenue was way down for a couple of reasons, one of which was that they were "storing" some (I think half) of their production in anticipation of higher biodiesel prices and pricing on REN credits (which all happened). As I said before the spot price of biodiesel has rocketed up since summer. But I know that east coast home heating oil prices have been stagnant and are projected to stay at or less than
.95/L. Let me know and I can point you to some references. Again, not a shareholder but know this industry very well.