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


To: Michael Dappert who wrote (307)10/30/1997 11:44:00 AM
From: Lord Smooth  Read Replies (2) | Respond to of 14347
 
I for one am more confident in my RNTK investment based on
the dialogue this past week. We need numerous and dissenting
points of view to raise questions that will raise further
questions. We need to know everything about this company.
There is no need to get hostile. We all need to raise doubts
so as to PROVE our doubts incorrect.

I am more confident following the conference that a deal with
TX will be closed. It is not going to rocket RNTK's shares
upward. What it will do is give RNTK time and space to
prove the viability of its technology. Only when RNTK shows
us its technology works will the shares go up. Again, I am
looking for RNTK to at least emulate SLHO's recent history in
terms of market cap growth and growing number of "deals."

I agree with TM that Yakobson did not have to get so specific
because that was already done by the others. Now every oil
analyst has heard of RNTK. That is good.

LES while it is true Texaco may not NEED RNTK, it could back
them up with $4 million of cash per year plus technical assistnace, which RNTK space and time. What is $4 million to TX? That is
nothing. $4 million dollars per year is not a lot to pay to
insure that they have a GTL alternative ten years from now, which may then save itself hundreds of $ millions.

I have GTC orders at $1.25, $1.00 and $0.75. I think that the shares will trend down to stay flat until TX makes a deal with RNTK. After that I believe it will hold in the $3-4 range until the next favorable announcement, and follow SLHO from there.

TokyoMex, I was sitting next to you at the conference. I knew
exactly who you were as soon as I saw you. You were sitting on a counter near the door at the back of the room. I was sitting on the chair next to the door. I didn't say hi because you pissed
me off with your intially hostile posts. Let's continue
to raise questions and raise doubts, that way we can find answers
that will hopefully make our investment case stronger.

Good luck to everyone.

Schopenhauer
all keep raising questions




To: Michael Dappert who wrote (307)10/30/1997 12:14:00 PM
From: Charliss  Respond to of 14347
 
This technology begins with natural waste gases, transforms them into synthetic gases, and from this creates various liquid hydrocarbon products such as naphtha, diesel fuel, and hard and soft industrial waxes.

Given our immediate and future concerns regarding the environment, the supply and politics of oil, manufacturing and transportation, etc, just how exciting are naphtha, diesel fuel and industrial waxes? If these items can be produced in a new way, is this exciting enough in the long term, filling a real need, so that the individual investor could look at RNTK as a long position with real opportunity? Or is this one better left to those who, unlike me, are sophisticated players?

I have been digging around in research on this one and have followed this board and the links it has provided, and I am still unsure as to what this technology really signifies regarding the long term.

For example, I have loaded up on some stocks in recent months that, in my opinion, are well positioned at the cusp, or the turning point, in
some very important ways concerning the fundamentals of our future. Am I missing something here about RNTK? I ask because I think there is a lot of intelligence and experience here on this board.

Thanks,
Charliss

PS....TM, has tpro spoiled me?



To: Michael Dappert who wrote (307)10/30/1997 5:00:00 PM
From: TokyoMex  Read Replies (1) | Respond to of 14347
 
Morgan bought well before the conference.Their first buy was 4,000.
Bu increased it to 400,000 in 2 weeks. I also hear that institution guys were very impressed.
Remember RNTK has the plant that will go on line soon that will do
250 BL PD. BP have spent over 50 mil usd since 87 to produce a 50 BL PD and SLHO is now only starting the feasibility study with ARCO.

The reason all these industry analysts were at the meeting was because this technology works and economically feasible.
The US Dept of Energy has a keen interest as approved by the act of US congress to focus on the North Slope, Prudhoe Bay, Alaska. (Ive been there by the way. You have only 2 weeks on window to discharge heavy equipment. If you dont get out your ship is locked in the ice and you will incurre 10 - 20,000 per day demurrage on your vessel)
They emphasised the fact that the ALaskan oil reserve was dwindling and the existing pipe line was an issue that had to be economically justified in terms of revenue and environmental impact. The signs were clearly there.

Now as a contract lawyer I can visualise all sorts of things happening from US govt's point of view and as to the RNTKS role in this new industry with negotiated benefits and protection of US indusries blah blah.

Like I said this is a new concept and a complete new industry that is becoming acknowledged and we are in a very speculative state.

The price of the stock may come under pressure but I do believe the support is at 1 1/4 now. All the bloody volume of recent days were not from this board. We have 8 MMS on line now and sitting. Meyerson is the one who was bidding and selling all day but then its their specialty.

I also think by now they know that Morgan , CS FIrst Boston and others own it now too.

I am in this for a long term.
I spoke to Yakobson on the phone extensively , saw his eyes, gave him a sandwich. I liked what saw, a short stubby man , almost bald with buddah pot belly, prominant wedding ring and a look of determination. A kick a--s determination and he wasnt afraid of smooth talking SLHO or SASOL.

I also invest in the people too.
Thats why I am gung ho on TPRO management like IOM management.
Same reason I will never buy a single share of ZITL.
I also like the fact that this guy with a penny potfolio is competing with SASOL, SLHO, BP and EXXON.
I really get akick out of that.
Joe TPRO