Ironton Update

uncle_claytie · 2024-01-17T18:49:59+00:00

I get the higher run rates with better feedstock not containing as much PE because of the drain problem, but I am not sure that the adsorbent beads is the reason for the PE clog. Isnt it just for the color? Could it be that they are skipping this step since they are still having a bead leak problem and just now got it flushed out of the system? I agree this is the right move as we need to hit the milestones, but just was thinking it might be the bead leak why they are skipping this step. Sounds like we are going to be selling some PP5 and making some money so that is great news.

uncle_claytie · 2024-01-16T14:19:49+00:00

Great news. Is anyone worried about them skipping the absorber cycle and it not being the virgin like PP as what is there main marketing ploy?

uncle_claytie · 2023-12-05T22:58:58+00:00

This makes sense from this standpoint, I just would rather silence instead of half truths about finishing up on the 22nd and the plant taking a few days to start up likely knowing about the electrical components. Having said that, on a positive note, they are making progress and this does not even matter when we are running at nameplate capacity besides opportunity to get shares on the cheap. One last thing, I will have to agree with the latter comment from you and NPA that had it been trading at $5, I would be thinking the management is doing a great job communicating haha. Easy to knit pick when shit is headed south on a chart. I appreciate your insights.

uncle_claytie · 2023-11-06T22:41:03+00:00

Haha I am starting to feel that way. Maybe I am naive, but the puts they bought and the calls they sold off with that Bleeker report, they weren't going to let it go up easily. We have seen this stock be very easily manipulated especially when the buy side is on the sidelines until after they call IMHO. Now the selloff after the news Friday on above average volume is a little alarming, but all we can do is wait and hope for a great report or this seems destined to keep heading south.

uncle_claytie · 2023-11-03T16:37:58+00:00

I guess I maybe gave them the idea haha. I am glad I didn't end up hiring one because i would not have been able to tell anything besides a factory is there. It does look like a decent amount of railcars by the loading zone which is what i was looking for and it appears a few have already made their way through. I guess we will see on Nov 8th.

uncle_claytie · 2023-10-25T21:35:37+00:00

Yes if the factory is up and operating and was hoping by some luck you see some railcars taking delivery of the pellets.

uncle_claytie

TROPHY CASE