I haven't peeked at that video yet. But, if the deals inked with entities like Cerebra, 1800ewaste, Reciclarg, E-Waste Ghana do in fact come to fruition, IMO this will create repeatable and sustainable rev streams (big ones!).
The Caribbean deal is meant to provide feedstock to the Cinc 2TRG facility. This will be a breakeven or slightly positive flow of product as logistics costs will be reimbursed to the shippers from subsequent processing. However, this can easily lead to bigger deals and more feedstock.
I'm hanging onto my core for at least the upcoming K and first two Qs in 2014. When I say that, I mean I will distribute the core and then reenter with all the capital when and where the chart tells me to....I have total faith in this investment...