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Technology Stocks : Thermo Tech Technologies (TTRIF)
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To: Lawrence Burg who wrote (3874)4/6/1998 10:32:00 AM
From: David Pickering  Read Replies (1) of 6467
 
Lawrence,

At this point in time, both commercial fertilizers and TTRIF's fertilizers will have some heavy metals content. Whether the metals are at acceptable levels or not is what matters.

The main point of the post is that an unregulated competitor will soon be under the same regulatory scrutiny that we are currently. A comparision of the two products can then be made on an "apples to apples" basis (i.e. % heavy metals content along with % nitrogen, % phosphorus, etc.)

My contention is that the increased regulation will increase commercial fertilizer production costs (higher raw materials costs, repackaging costs, quality control costs, government paperwork, etc.) which will lead to higher fertilizer prices. TTRIF won't incur these added costs (sludge fertilizer is ALREADY highly regulated and we don't accept hazardous waste!) and will benefit from the higher end product prices.

<If so can you or did TT provide empirical data verifying the metals content?>

I will try to get some hard numbers on metals content and report back.

<It is my contention that heavy metals can be screened out (not diluted)...

Of course, this would be a better solution! Screening has got to be more efficient than diluting. You would think if ANYONE could figure out such a screening solution...USF could!

I see by your profile that you should know of what you speak (mechanical engineering degree). Would you care to elaborate on the screening process you mentioned?

Regards,

David Pickering
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