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Non-Tech : Trends Worth Watching -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (964)	6/17/2007 6:30:01 PM
From: Sam Citron	Read Replies (1) \| Respond to of 3363

Lots of interesting ideas, Richard, and I still have lots of questions. Big question, of course, is whether there is some significant shift in the packaging/bottling industry that might be worthwhile investing in. You raise some fascinating issues such as the potential of a "plastic bottle". Without direct industry experience, I cannot even fathom the implications of that. Don't even know which is presently cheaper - a bottle or a can - and why there needs to be both. Green is a big theme of mine. Hence my interest in Metabolix, which I notice has retreated now from 28, where I was a seller to about 22 today. 16 to 28 in 5 months wasn't bad. PET of course is recyclable, but is derived from petroleum based feedstock, which is getting more expensive. But so is aluminum. Do you see an interesting trend in this business that might be worth investing in? Sam