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

To: Andrew H who wrote (1344)	2/21/1998 5:31:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 14347

Andrew, I like your quote:" ... 5500 barrels per day of valuable liquid hydrocarbons. Assuming a $20 per barrel value for the hydrocarbon products, the value of the refinery's output could increase by approximately $40 million per year not including the savings in electrical costs achieved by internal generation in lieu of outside purchase.". One little problem, however, I am told that the breakeven for typical GTL plants is around $18 to $20/barrel, and while the additional sales (at 360 days per year) are indeed some $40 MM, these are far from being the "profits, and with oil trading in the $14/$16 range, T may wait a little longer to see where oil prices are going long term. Some people in the industry when planning a new project assume a minimum of $16/barrel, and few have now moved to $14/barrel. Do we know how much more competitive is the RNTK process relative to the mature Co and other transition metal oxide based catalyst? In order to get a handle on how good RNTK's process is, it would be useful to find what portion of the total costs of GTL is in the catalysis columns and how much in the compression, separation and recycling parts of the process. Anyone has an idea? Another measure would be the plant in India, anyone knows what the conversion capacity of that plant is and what was the cost of capital equipment? We know the license fee received (about $240,000, so we could expand this to other potential plants). Following these trails might help us put a figure on the value of the technology and balance these against the risks of the floorless. Zeev

To: Andrew H who wrote (1344)	2/22/1998 3:53:00 AM
From: Ie Coan Bie	Read Replies (1) \| Respond to of 14347

<<<ranging from coal to natural gas>>>> As i have ever said that my country has a huge coal deposit (beside LNG and Crude Oil) that will not over in 100 years of exploitation and the best thing this natural energy resources is more easier to be mined than crude oil/LNG (so no huge capital / expensive cost needed for infrastructure and exploration and i think this good factor must be counted in comparing Coal/G-TL to conventional crude oil mining and exploration ), on the other hand we need diesel,naphta etc for our turbine, truck, industry, etc. So if rentech's coal to liquid conversion technology is profitable and if the worst scenario is happening (in the case TX stops talking on JV), i hope Rentech could promote its technology to our Department Of Mining and Energy Ministry and i think they would be very happy to hear and apply this technology. Regarding above writing, could anyone ask to the Co. about the cost perbbl output and more detail process for coal to liquid conversion ? I have sent an email to Mr. MARK KOENIG for asking this subject but never got a reply from him ! Abi