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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: Lord Smooth who wrote (5698)6/24/1998 6:37:00 PM
From: Copeland  Read Replies (1) of 14347
 
Schopenhauer,

Although both Rentech and Syntroleum work in the same field -- GTL, you can't value them in the same way. You have to remember their core businesses: Syntroleum, to recover field natural gas and process it into diesel; Rentech, to process gasified materials at a refinery with a pre-existing gasification system into diesel. Although they may appear similar, the only thing that they share in common is a value based partly on the price of diesel. The costs of the raw material, construction overhead, general refiner demand, loss of funds from revenues generated from other gasification processes, etc., vary dramatically between the two.
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