Post by
sam2100 on Mar 12, 2021 1:19pm
LOL........................RE:Add Tidewater next to Canary
https://www.jwnenergy.com/article/2021/3/12/renewable-dieselhydrogen-project-in-line-for-100m-/ Cielo will have some big competition upcoming, and that will only hurt the premium they're receiving as supply starts to come on board
Comment by
TradeTracer on Mar 12, 2021 2:02pm
At the end of the day it doesn't matter whether the biodiesel comes from a plastic or a plant, it's supply that anchors the price they can get Even blended, $1.67/litre for biodiesel is 65% higher than the current price at the pump
Comment by
TradeTracer on Mar 13, 2021 6:48pm
And I stand behind this My concern is valuation, from a nickel in September to 25x in 6 months is huge! Too big too soon?
Comment by
sam2100 on Mar 13, 2021 6:59pm
Too litlle to late ???????
Comment by
Kanbaan on Mar 12, 2021 2:05pm
To great of advantages for renewable vs bio, margins are better than any competition. This will carry Cielo ahead of any competitors , headwinds might be share dilution and demand?