JBII shareholder "stu" comments on competative advantages of P2O technology

It's not just the higher yield that contributes to the profitability of P2O here.
. yield 10-15% higher = more oil revenue per ton
. speed of processing 20 tons is a couple of hours (lower staff costs / ton)
. footprint of 60m2 vs. 400m2 = lower warehouse rent/cost
. solid waste toxicity means landfillable, no expensive disposal
. net energy used is negative, some competitors require $500/day for power
. accepting PVC and PET means up to 20% more plastic is available
. fuel quality output should fetch a premium

All of these can add up to a single "site" netting over $1m / year more than a competitor's site. Do your own math and you should arrive at roughly the same number.

And the real kicker is the low up-front costs of the processors, vs. $3-5m from competitors. They pay for themselves within weeks.

And actually that's not even the kicker.. it's their entire JV approach which is made possible because the up-front costs are so low, and this will help JBI establish a huge footprint quickly -- something no other competitor can do!

This is going to be an exciting next few months folks. Hold onto your pants (and shares).

"GWMAN" responds about his resignation from JBI BOD

Though I am no longer on the Board and do not owe anyone anything, I will state the following for the record for the longs here who care about JBI:

I accumulated my postion in JBII in the latter parts of 2009 and the first few days on 2010. On any given day these days, JBII is 70+%ish of my portfolios. Though my JBII holding remains significantly in the green, even at these current share prices, I have NEVER sold a single share. Furthermore, I have no sell orders in and I have no current plans to sell any of my shares.

Somewhere down the road, I will need to sell a few shares of JBII to pay a bill or two and rebalance my portfolios, but I have no schedule in my mind for that at this time and, as long as JBI continues to show progress, I will be holding on to every share I own as long as I can within the constraints of my personal financial needs and risk tolerances associated with being overweight in a single stock.

Though I am not serving on the BOD, I do not know how to express my support of and belief in JBI anymore clearly than that.