Northstar Clean Technologies Inc V.ROOF

Vid chat

[lscfa]

[lscfa]

Good points:      will collect 10,000 tonnes of used singles this year for plant start up at year end.  ( my guess, this equals $1,000,000 in tipping fees).        The $10M revenue and $5M ebtida per plant is based on 6 days/week,10 hrs/day. If more feedstock is available plant can double these no.s

[777Jackpot]

Man, when will this move up? It bores me.

[lscfa]

It will probably move when they select a site for the Toronto plant.

[Possibleidiot01]

Good discussion ; interesting that Jay Martin owns shares. The whole story - every city of one million people could support a plant - roughly 400 in North America is dependent on execution, scalability and access to capital. I don't have real doubts on points 1 and 2 but like many small companies with immense dreams they most likely end up selling more shares. The question is how many?

[lscfa]

Expansion plans include co. owned plants and licensed plants....  

[lscfa]

The payback period for a plant is < 3 yrs so cash flow from early plants will eventually pay for later plants capex.

[Possibleidiot01]

So , given that payback period , the potential dillution of shares stops in 2- 2.5 years? after which the company is internally funded to some extent. The problem to me is you're among the first movers in the industry and to capitalize on that head start , you need more than 1 plant funding the building of another or two . I'm thinking they  need a 5 to 1 ratio.