Posted On: 12/06/2012 7:02:23 PM
Post# of 43065
I don't understand all the stress about RKT.
That comes after CFP is reached at the Niagara plant.
That is what, as Chris Irons has repeatedly told me, what they are laser focused on.
Get this done with the limited resources they have first.
I think the RKT deal is a good one from the viewpoint of locking up feedstock supply. It is not inconceivable that competitors arise (and I mean real competitors not Agisux) maybe in a few years. Therefore being first mover is very important.
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