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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: Bradpalm1 who wrote (2641)3/28/1998 4:31:00 PM
From: John M  Read Replies (2) of 14347
 
RNTK 350 bpd plant costs 25 MM$ (71 M$/bpd). SLHO claiming $25M-$30M/bpd but haven't built a plant, Sasol at 100M$/bpd, Shell @ 125M$/bpd (and it blew up!), Exxon claiming 30 M$/bpd on huge plant 200,000 bpd - economies of scale likely small plant costs 100 M$/bpd.

RNTK appears to be second place on small plants but may be in 1st place since Syntroleum catalysts not finalized and no plants built yet. Texaco's move will be great indication of RNTK competitive position.

JM
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