thank you for this post .. if i may add (in red)

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Post# of 43064

Posted On: 06/13/2014 11:40:19 AM

Posted By: 4kids

Re: HeptoCloud #9287

thank you for this post .. if i may add (in red)

Quote:
1) This sector is going to be very lucrative at some point. I think I have invested a little early. All of my investments in this sector are purely speculative.

sector is both clearly in its infancy and disruptive

Quote:
2) JBI has a relatively low and stable share count. More on that in a bit.

it's actually the *key* .. ie imo one of the biggest assets besides the founder's gray matter
few retail understand the *value* of an abusively shorted stock
when targeted co. can actually survive .. it's one reason why i
tout *awareness* re: future BoD ..

Quote:
3) Like I say I like Heddle. I understand your points however on this ship is now his responsibility and communicating clearly even if it is bad news is my biggest disappointment. I believed what he said regarding transparency when he came on-board.

It's clear RH has both a moral compass and a work ethic
it's equally clear he's been beyond *successful* via Heddle Marine

last week's talking point by *demoters* >> of RH taking over lock
stock and barrel .. never got off the ground

regarding UPDATES .. they cost money (not as much as other aspects) but when one draws a line in the sand re: expenditures
dilution is never undertaken lightly .. btw it was pointed out that
PPS on JBII was higher when RH was installed as CEO
for a very *short* period of time >> PPS was *higher* .. but please
remember *efforts* to break JBII @ 50c was accomplished with
benefits on 5.1.13 (depo gate)

lastly many would consider filings >> UPDATES .. just me but i'd
expect an UPDATE out by the EO the 2nd Q (6.30.14)

08/15/13 0.46 0.47 0.38 0.40 80,655
08/14/13 0.45 0.49 0.42 0.46 179,026
08/13/13 0.395 0.4795 0.38 0.45 354,843

Quote:
4) Historically they have been able to raise money and raise money from some pretty significant players.

but the reality is .. it gets hard to do via *legit* players the lower the PPS is taken
just one of the reasons the PPS gets *taken* >>> DOWN

Quote:
5) I do not believe the machines have to be profitable to be sold. I DO believe however they have to take plastic that is not recyclable and will take very little pre-processing. If they can keep the machines running for a quarter at decent through-put and up-time and break even that in my view would be good enough. That is why I wish they would get a machine on-site asap to do testing. I don't think short crippled runs are what buyers are looking for at this point.

agree re: profitability >> it's the buyers' decision where that reality is concerned

respectfully disagree re: feed stock

machines ran in 2013 (back half) .. stocker posts about the specific
time frames

3 is on site .. and odds are sometime in the 3rd Q (starts 3 weeks from now)
3 runs at full capacity *again* because repairs will have been
undertaken

4kids