SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Arconenergy, Inc. (Long Term Investors and Fundamentals)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ga Bard who wrote (1136)5/7/1998 11:38:00 AM
From: E Richter  Read Replies (2) of 1757
 
Something that I have been wondering about...

It seems that if DF-144 is as big a hit as is expected, Arcon does not have a chance to build the plants as quickly as needed. Most likely, they will have to JV with their customers - the big oil companies. There may be 2 bil. worth of DF-144 sold annually few years down the road, but how much of it will go to Arcon's bottom line? No doubt this will still be a great investment, but I am trying to keep my expectations realistic.

ER
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext