Friday, September 3, 2010

righty staunchly objects to naysayer's "ridiculous" misinformation posts about JBII

Naysayer Quote: Because I bet he realized that his first assumption of being able to sell to a refinery was wrong, and he came up with plan B..

I doubt the company finds wagering a sound DD principle. That said what came first uh? The blending facility or the sale to refinery idea?

A better question is can anyone provide a link detailing when they began DD'ing the idea of owning a fuel blending facility? THE ANSWER IS NO

Maybe it is safe to say the same for the refinery sales idea.

Certainly all that can be said is when public talk of either became known...which in itself means NOTHING, much like the debate of same. MEANS NOTHING.

Naysayer Quote: You know what the problem is here? you guys are in love with a stock, an idea.

Equally so the polar opposite can be said about the other side of the debate, sadly when opinions get so polarized, it becomes terribly obvious that the investors side of the debate somehow takes a backseat to the contrarian viewpoint.

Ridiculous are assertions like, "just sell some fuel" when it is abundantly clear the company chooses to wait until permitted to do so.

The notion that it will cost $100/hour for simple laborers or even operator's is also beyond ridiculous, the company will decide what it can and will pay and will also bear the responsibility to properly train the staff.

After-all that simple fact has nothing to do with being in love with a stock, but the polar opposite is easily found to be the cause of such ludicrous estimates.

Is it fair to state that a start-up company should weigh in against
- financials
- history
- Product and Market
negatively, as a collective and if it does not weigh up is a "basket case" is also not an appropriate evaluation technique for start ups?

Naysayer Quote: And if he has to build a blending site to differentiate himself.. well that is a bit of a RED FLAG.

Y'know this is IMO the most glaring assumption and also fraught with holes. How is it that the intention of the acquisition is expected to have occurred simply to "differentiate himself"???? As well where on earth did the idea that the company had to build the blending site come from....seems to me it was already built and just needed refurbishing.

Obviously there is a lot of land on that property, who knows what the intended use of that land might be?

Uniquely located already many have found plastic recyclers very very close by.

Seriously? What could that be used for? More processors?

Maybe? As well the idea behind that move might very well bode well for bottom line sales. It is already known that dyed fuel blends are are short route to sales, as off road use fuel is more easily penetrated to market.

Other than those few ideas many other uses come to mind.

Knowingly however the most simplistic of ideas...fuel blending is not something that makes no money...it is a lucrative business in its own right...let alone as an add on for a producer.

Especially one that is close-by.

Perhaps it is not "love" that makes these thoughts come easy.

On the other hand, it could have been part of the plan much earlier than some would think, but without asking the one who conceived the plan, there is no way of knowing.

Likewise to assume the worst places no certainty either.

Especially when assuming the worst overlooks the obvious, such as the fact the acquisition was a favorable one.

Seems to me an awful lot of misinformation gets bandied about regularly, and for what? The purpose of solid debate? Not at all IMO. When you look closely at this misinformation, it far outweighs the longs stated point of views (wrong or right) and takes on a uniquely incorrect perspective.

No comments:

Post a Comment

Please comment on this post.

Note: Only a member of this blog may post a comment.