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


To: M. Frank Greiffenstein who wrote (1381)2/23/1998 9:11:00 PM
From: Terry Lyon  Respond to of 14347
 
I'm no expert, but I believe Syntroleum can process natural gas to liquid fuel without pure oxygen making portable platforms which can be pulled next to a well and used until the well is exhaused. I believe RNTK requires high percent oxygen but employs a less expensive catalyst - iron versus cobalt. RNTK can handle "heavy bottoms" and has actually built a plant whereas Syntroleum is based upon some limited demonstrations. Syntroleum is investigating new catalysts and RNTK is developing additional stages - catalyst and fuel cell. I like both companies longer-term as about 50% of US energy reserves are in natural gas wells which are not profitable by any other process - too expensive to build pipeline and too expensive to liquify by cooling.
SLHO has a much larger market cap than RNTK so RNTK might reasonably be expected to rise appreciably. There are also negative aspects to both companies - SLHO is highly valued and RNTK has few contracts after many years. Some of my statements are probrably a little over-simplified and anyone else should please correct me.

Terry



To: M. Frank Greiffenstein who wrote (1381)2/23/1998 9:25:00 PM
From: TokyoMex  Read Replies (2) | Respond to of 14347
 
Frank,
SLHO captures 90 % of natural gas...
RNTK captures 80 %
but RNTK captures 70-80 % of the heavies,,,which SLHO can't..

SLHO bbl producing capacity is much larger than RNTKs...
Also they've got signed and delivered licenses ,, with oil cos, which took them 3 years,,, they too were trading at a buck piece with 25 mill shares,, then did a reverse to 5 mill at 5 bucks then took off and hit 100 on one single announcement...

RNTK will soon have that ...

Thats why we are here...

What happens when TX signs ? Merit of the license and the hype will take it straight to 6 or more ,,, then as we get more license deals and street recognition ,, we will trade I'd say close to 1/3 of SLHOs valuation pretty quick ... some where 15 a share ,,, and more .
It has higher reward vs risk factor ,,, then normal stocks.....

What happens if we don't get the Tx ?
We have several others lined up such as Pemex, Fina , Elf and refineries.,,, then we are looking at 3 - 4 ....

If RNTK had no GTL contract,, which is doubtful,, considering recent developments.. we stay here at a buck range and worst is 13/16 as the support,,,, till end of the year,, where they will turn in profit,, probably hit 1 1/2,, and it will be another penny stock with a good story ,, also ran ,,

We find all this out Frank ,, now in some 64 days window,,, I get rich or I dump and move on ...

Joe