RE:UBR.v - interview 18 Feb 16Look, PYR is credible and maybe they have invented a better mousetrap and subsequently UBR is worth a speculative shot.
But that doesn't make paid marketing at Pro Edge Media and Agoracom anything like Due Dilligence.
Yes Polo seems to be a whack job who should stay off his computer after the evening drinks, but his comparables are completely fair and just as possible a result as the claims of "game changer".
A few more things to consider, the patent is pending which many people forget and the vapor pressure approach is not novel so who knows if they will actually get a patent. It will be 13 months before the patent filling becomes public. There are already processes that have emissions 40% lower than the estimated PUREVAP emissions. Si is a trader market - not a commodity, might be hard to break into. FBR technologies are taking a bigger and bigger marketshare so the Siemens gas route might not be a great comparision. North american production is being shuttered due to Chinese duties so when those hit the production is it still cheaper than korean production? REC put their cost at $10/kg from American FBR - with the duties on what looks to be about $7/kg from the graphics is it still cheaper than Korean FBR?
All that though, if for a $2 company that is building actual tonnage level production...I happily split 8's against the 6 so bring on the news!