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Gold/Mining/Energy : Gasification Technologies -- Ignore unavailable to you. Want to Upgrade?

To: junkets who wrote (869)	5/24/2007 8:27:15 AM
From: Dennis Roth	Respond to of 1740

Sasol has been using the Slurry Phase Distillate™ process in 2500 bbl/day reactors in Sasolburg since 1993, some of the challenges they faced in its development are narrated in this 19 page chapter of mind over matter sasol.investoreports.com The 'fines' problem came as a bit of a surprise to them. It illustrates some of the surprises that can pop up when you scale up processes. Rentech makes an interesting trading vehicle in that the stock makes big percentage moves based on the news flow. The stock could easily double quickly on the announcement of some agreement. I don't know how to consistently make money on such story stocks because I can't predict when the next M.O.U. will be announced. As to financing, I think they are hoping for some government crash program come along to throw lots of money their way. Rentech may eventually get a large scale plant up and running but I bet they will run into a lot of unforeseen scale up and operational problems that will have to be solved before they have profitable operations. Reading though mind over matter this morning made it clear to me that perfecting the Fischer-Tropch process into a profitable business operation is a long, involved, difficult path.

To: junkets who wrote (869)	5/31/2007 10:32:23 AM
From: Esoteric1	Read Replies (1) \| Respond to of 1740

. RTK $ 2.62 Rentech Inc -0.02 Shares Short 14,281,300 Days to Cover (Short Ratio) 14.3 Short % of Float 9.85 % Shares Short - Prior 13,940,100 Short % Increase / Decrease 2.45 % Squeeze Ranking™ -58 % from 52-Wk HIGH ( 5.31 ) -102.67 % % from 52-Wk LOW ( 1.95 ) 25.57 % % from 200-Day MA ( 3.25 ) -24.05 % % from 50-Day MA ( 2.55 ) 2.67 % Price % Change (52-Wk) -41.20 % Trading Volume - Today 149,500 Trading Volume - Average 1,002,100 Trading Volume Vs. Avg. 14.92 % Total Shares - Float 145,030,000 Total Shares - Outstanding 162,753,880 % Held by Insiders 6.51 % % Held by Institutions 40.90 % Market Cap 426,415,147 EPS -0.33 PE Ratio Sector: Conglomerates Industry: Conglomerates SI Record Date 2007-May Information Provided Without Warranty shortsqueeze.com

To: junkets who wrote (869)	5/31/2007 10:56:17 AM
From: Esoteric1	Read Replies (1) \| Respond to of 1740

Rentech to get funding from coal giant The Denver Business Journal - 10:07 AM MDT Wednesday, May 30, 2007 Rentech Inc. said Tuesday it has signed agreements with Peabody Energy Corp., whereby Peabody will fund up to $10 million of the engineering and development costs for Rentech's planned coal-to-liquids project at its Rentech Energy Midwest Corp. facility in Illinois. The agreement also calls for Peabody to supply the plant with nearly 1 million tons of coal a year and offers the company the right to purchase a 20 percent equity interest in the project. Rentech (AMEX: RTK) is based in Denver. Peabody Energy (NYSE: BTU) is based in St. Louis. It's the world's largest private-sector coal company. In 2006, the company had sales of 248 million tons of coal and $5.3 billion in revenue. Its coal products fuel approximately 10 percent of all electricity generation in the United States and more than 2 percent of worldwide electricity. The project is expected to be the first commercial coal-to-liquids facility in the United States. The project converts the existing ammonia fertilizer plant, which uses natural gas, into a coal-to-liquids and ammonia facility that will use "clean coal" gasification technology and Rentech's patented and proprietary Fischer-Tropsch process to produce transportation and jet fuels and fertilizer. Rentech said it believes that converting from natural gas to coal will cut operations costs at the plant. milwaukee.bizjournals.com