RE:RE:RE:RE:RE:LOL........................RE:Add Tidewater next to Canarysam2100 wrote: Tradetracer I'm not sure if your a troll or not. I'll reply, just in case you are not a troll.
Let's look at your example, even though you have not refuted any of the examples that I have given in my posts.
You have stated that trucks need to run on diesel..........well, for the most part that is true.
You then stated, that under a cost pressure trucks could revert to using the less expensive fossil fuel diesel (by inference from your food analogy).
Cost pressures occur in all businesses.
The world is moving to eco friendly alternatives at a rapid pace.
These eco friendly pressures for the most part cost more than the traditional solutions ie. clean energy vs traditional energy, recycling vs using native materials etc. etc. This is not some modest trend, it's one of the largest changes in the world that I have seen.
One of the costs that the world is willing to pay is the use of bio-diesel. Literally, governments are enacting laws that mandate the use of bio-diesel. So, there is no reversion to a lesser expensive product due to government regulations and secondly because the world's population as represented by there governments are mandating eco friendly policies.
Further in relation to cost pressures, Cielo's biodiesel pricing is more compettive in pricing as compared to plant based biodiesel. This is not even taking into account the substantial eco friendly subsidies that they will receive from the government(s).
Further, as Cielo scales, the price to produce their biodiesel will decrease.
Lastly, I disagree with your last point in relation to Cielo's current value.
You do realize that the market cap of Cielo is only $308 million USD, it is a microcap stock
Not a troll at all, just one whos putting hard earned money into investments and expecting a return (aren't we all?)
In the end, cost rules all. All semi trucks are powered by diesel at this time, that's a fact. Those trucks are responsible for bringing and sending every product, food and equipment to whereever we need it and (next to labour) fuel is probably the most expensive cost for transport companies. With these government mandates going ahead, the cost of those goods will increase, and they'll be passed onto the consumer until supply brings the cost of biodiesel back in line with where regular diesel sits today
Sounds like a race to the bottom all of a sudden
Maybe I'm thinking way to far ahead here, but it's just what I do