To: Ken W who wrote (6439 ) 1/24/2005 3:55:24 PM From: LAWRENCE C. Respond to of 23958 1 YR comparsion chart BHP, MDF, RTK, SU and SUN.finance.yahoo.com 6 Month comparsion chart BHP, MDF, RTK, SU and SUN. GG/WHT: biz.yahoo.com RTK: RTK 2.22 (recent quote) has climbed over 100% since Nov. 2004. (Do not currently own) RTK is a speculative stock. While the increase in the stock price should help it with new financings, while the company lost less it is still losing a lot of money. The company reported a loss of $7.2 million, or 8 cents per share, compared to a loss of $9.5 million, or 13 cents per share. Rentech posted sales of $8.8 million, up from $8.5 million last year. Rentech is trying to commercialize its GTL tech. It has been hampered by a lack of deep pockets to commercialize projects. biz.yahoo.com Rentech is acquiring Royster-Clark Nitrogen Inc. A positive is that Rentech did not have to dilute with more shares to finance the acquistion. "Press Release Source: Rentech Inc. Rentech Announces the Terms of $52 Million in Debt Financing for the Purchase of Royster-Clark Nitrogen, Inc. Tuesday January 18, 9:26 am ET ... RDC intends to continue to operate the plant as a natural gas-fed nitrogen plant while converting it to a coal-fed gasification process using Illinois coal instead of expensive natural gas as its feedstock. The new and expanded gasification process will generate the synthesis gas necessary to increase the nitrogen fertilizer production in addition to Fischer-Tropsch (FT) ultra-clean fuels and surplus electricity. RDC estimates that it will take approximately three and one-half years to convert the plant from natural gas to coal feedstock. The co-production of nitrogen fertilizer, FT fuels and electricity from coal-derived synthesis gas is anticipated to improve the thermal efficiency and in turn the projected profitability of the overall process, and directly relates to a patent issued to Rentech in October 2003. (US Patent No. 6,632,846 which provides a method of using the excess hydrogen and carbon dioxide streams produced from a typical Fischer-Tropsch process for the production of ammonia and urea.) Rentech anticipates that this initial project could be the catalyst for several additional conversion efforts within the domestic nitrogen fertilizer industry which has suffered from high volatile natural gas prices since 1999." Their projects tend to have long time frames. The nitrogen fertilizer plant should have competitve advantages once it is converted.biz.yahoo.com SU (Candian oil sands): biz.yahoo.com SUN: biz.yahoo.com