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Microcap & Penny Stocks : Rentech(RTK) - gas-to-liquids and cleaner fuel -- Ignore unavailable to you. Want to Upgrade?

To: Runner who wrote (13556)	2/12/2000 12:10:00 PM
From: Howard Williams	Read Replies (1) \| Respond to of 14347

More re Texaco.....power/GTL plants?...... While I don't discount the possibility (probability?) of additional good announcements in the offing (the RNTK fire is loaded with irons), I think it's reasonable to assume the Thursday TX presentation could have been the total impetus for the best 26 hours in RNTK's stock price history, and not just because of what we've discussed so far. There's another facet to the Texaco presentation that I don't have my hands around yet but which could have been very significant in the eyes of knowledgeable analysts. It's on slide 13 of the William Wicker slides under the Peter Bijur stuff at..... texaco.com On the right side is a number.......... 65,000 megawatts ..........representing, I think, power generating capacity that could be added to refineries over the next ten years or so. I repeat..... added to REFINERIES. That's an "opportunity space" staring Texaco in the face according to Purvin & Gertz inc. just four months ago. That's maybe three hundred (300) 200-megawatt class powerplants that could be attached to average-sized refineries. Now let's say some of those get Rentech F-T units in addition to clean, TX-supplied, IGCC-type powerplants to provide load-leveling. An average one might be on the order of 5000 bpd. It might not run 24 hrs per day, but it wouldn't take a whole lot of those to start adding up to many thousands of bpd of RNTK technology F-T product flow. All providing license fees to RNTK All providing royalties to RNTK All providing catalyst markups to RNTK And ......... thanks to the nature of the TX/RNTK licensing agreement..... All at essentially NO COST to RNTK. (Think "profit margin".......) Lots of products suitable for the ultra-clean fuels market ...... both diesel and fuel cell, and specialty products too. This is speculative thinking on my part, but if there are elements of truth in it, the sharper analysts at the TX presentation may have seen some really important handwriting on the wall. Best wishes to all.