RE:RE:New interviewPretty well similar type of info as last week, add today's NR and slap it on a presentation deck that is available on the website.
i posted what they said about the commercialization timelines last interview. They are kind of modifying that. 1000 ton plant may be built and ready to go in 2026 or 2027. But when the 50 ton pilot plant is built and it produces material that can be sold, voila, it is a commercial operation.
The numbers on this deck are incredible, as Agoracom guy is always emphasizing and this deck is being presented to various parties including brokers, investment bankers and analysts. And the reception is that they have something there. "Disruptive" is the term. Emphasized a number of times. Great reception. As an aside, about 300k shares of about 22 cent stock traded on the news day. So, it seems like these parties like what they see but do not seem to be putting any money on it, at least not yet.
For all the fudsters and critics, the Agoracom guy points out that Steve Jobs, Bill Gates, the Pope and iPhone had critics as well. Not the first time he uses examples of some of the most influential and successful people in business...whose companies are generating revenues by themselves the size of some HPQs total target markets.
Sound like now is the time to swoon in and grab shares before all these other folks with much deeper pockets that like what they are seeing start doing so. (This iis not my view but effectively the tone of this discussion. I am good with buying something proven on the way up. I do not enjoy seeing my initial investment less than half.)
I hope that I have captured the more important highlights of this 40+ minute interview. Those that put in the same effort, feel free to add.