Comment by
lscfa on Feb 12, 2024 3:17pm
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
Comment by
777Jackpot on Feb 12, 2024 9:22pm
Man, when will this move up? It bores me.
Comment by
lscfa on Feb 12, 2024 11:01pm
It will probably move when they select a site for the Toronto plant.
Comment by
Possibleidiot01 on Feb 18, 2024 3:11pm
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?
Comment by
lscfa on Feb 18, 2024 3:48pm
Expansion plans include co. owned plants and licensed plants....
Comment by
lscfa on Feb 18, 2024 3:51pm
The payback period for a plant is < 3 yrs so cash flow from early plants will eventually pay for later plants capex.
Comment by
Possibleidiot01 on Feb 20, 2024 10:44am
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.