Rentech(RTK) - gas-to-liquids and cleaner fuel Message Board

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Microcap & Penny Stocks : Rentech(RTK) - gas-to-liquids and cleaner fuel

RTK 0.200

+5.3%

Oct 13 5:00 PM EST

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To: Starduster who wrote (4836)	5/10/1998 1:06:00 PM
From: John M	of 14347

No, Shell's plant in Malaysia is a unique case. It costs a lot relative to the USA to run an overseas plant. The wax market they have in Malaysia is great but a small market. If there is too much wax made the price will plummet. Their plant is the perfect size. All I was indicating was that overall the Bintulu plant was a technical success but a marginal economics success. When the oxygen plant was destroyed, Shell has to consider whether the substantial investment to replace it is better than other competing projects within Shell for the money. They may or may not rebuild it. RNTK plants on refinery bottoms (particularly coke gasification where the coke is already gasified),look very economic to me. This is the only reason I reinvested in RNTK. I think the bottoms market is very large and will make RNTK worth lots. I also think the Texaco alliance is perfect for RNTK. They must get this agreement signed but shouldn't give up on important negotiating points. JM

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