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

To: Patricia who wrote (782)	12/31/1997 4:23:00 PM
From: Lord Smooth	Read Replies (2) \| Respond to of 14347

The earnings were already released with the 10KSB. I think the 10KSB clearly shows that RNTK's new CFO knows what he is doing and is bringing this company to a solid financial position with noncore businesses as it pursues GTL licensing agreements. The 10KSB also indicated RNTK intends to make more acquisitions. RNTK also indicated it will likely do more private placements with and likely issue more stock. I think there is further potential of share dilution on the six-month-out horizon if TX does not step in. That's a short-term negative versus a long-term positive (the long term being that new acquisitions further stabilize/increase its cash flow). To me, that means I am waiting for Howard Weil conference in March for more info, and if there is not, dump some shares and wait to partake in a private placement that will IMHO likely come about. I think we will see the shares continue to rise in anticipation of the next conference. For believers and nonbelievers alike, that could be a good date to set some short term stock price targets. BTW, even if share dilution goes from 30 mil today to 60 mil tomorrow (an arbitrary absurd number), there is still potential for the considerable stock price appreciation if a licensing deal is announced. My thinking, which could be flawed, is if SLHO increased it's market cap $100 million on the date of it's first licensing agreement, then so may RNTK. As for crude oil prices, they are irrelevent right now. GTL technology still has to become more economically viable than it is today. Perhaps five years from now when the first large-scale plants come on line we may have something to keep an eye on, but as for now it is irrelevant in my opinion. Still a happy holder. Good luck everyone... S