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

To: TokyoMex who wrote (264)	10/25/1997 4:31:00 PM
From: Lord Smooth	Read Replies (2) \| Respond to of 14347

Tokyo, I would not be qualified to be a CEO. Actually, I think it is pretty impressive what Yakobson is doing. I can't imagine investing my life in a company for 16 years that is constantly on the brink of bankruptcy. That clearly indicates he has a lot of faith in what he is doing. That's a clear positive sign to me. As for valuing the stock, there are many ways to value a company's stock. By determining EPS, discounted cash flow, comparing similar various financial ratios of like companies. I am far from being an expert on this. Everyone on this list, don't listen to me. Mine is one opinion of a million. I agree, comparing RNTK's market cap to SLHO's seems arbitrary. But it is interesting that of two companies that are nearly a like, one is trading at a market cap of $250 million and the other one at $40 million. Do we at least agree that that disparity is interesting? Why the disparity? Now I'm repeating myself. I think my numbers are roughly correct. It doesn't matter what I think anyway, because we are all going to get a general idea this week at the meeting. Answers we should all have at the end of the meeting: Is a one-time licensing fee of around $1,000 per barrel of capacity of a plant correct? Is royalties of around $1 per barrel correct? When is the earliest a GTL plant will be built? When / how does a company recognize these revenues? Pro's cons of cobalt / iron catalysts. Specifics about RNTK's expecations of non-core businesses. Those are pretty general and basic. Next, Tokyo, yes yes yes! I agree totally that RNTK risk / reward is much better than SLHO. The way I look at it, RNTK has a lot to gain just by trying to emulate where SLHO is today. When I say emulate, I mean getting four licensing / development deals with major O&G companies, and finding some sort of financing to survie the next two or three years. As for SLHO, well, good luck to them. I own RNTK. I don't own SLHO. I don't own SLHO because I know nothing about its future prospects. I own RNTK because I believe that just by emulating SLHO it's stock can go up. My advice to everyone: don't listen to me or Tokyo or anyone. Just get ideas, and confirm / deny the facts on your own. I hope we are reaching some kind of equilibrium here. Schopenhauer