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Gold/Mining/Energy : Kafus Environmental (KS) -- Ignore unavailable to you. Want to Upgrade?

To: DCBEN who wrote (212)	3/8/2000 12:36:00 PM
From: Abuckatatime	Read Replies (3) \| Respond to of 229

Ben, Thanks for the heads up. I caught most of the interview with T Francel. Good job of providing general overview of KS operations...similar to the Greenwave Radio interviews given last year by Swaisland, McCabe, et al. We need the PR and apparently the co. is stepping up PR and IR efforts. I'll echo the opinion expressed by analyst Mauch in the Marketwatch piece, that it's quite possible that we won't see the stocks (KS, CFGL) move up until there's evidence of positive cash flow. Cash flow visibility, that's what we need. I imagine that most folks who have looked at these companies are familiar with the game plan and the possibilities. The hold up, IMO, is in the execution...proving that the debt load is surmountable. The announcement of shipping to an expanded number of Home Depot stores is welcome, proving the Canfibre crew at Riverside capable of manufacturing grade A board in quantity. And I believe S&W has Lackawanna on target for startup in early summer. Hopefully the demand for AllGreen won't be seriously impacted in the current environment of rising interest rates...and that the co. can ramp-up supply and demand for the higher margin FR board. Kenaf paper and BioComposites also mentioned by Francel...but no new information. No guidance regarding revs, cf, eps. I look forward to the day when the co. is confident enough in operations to offer prognostications regarding these key data. Greg