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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 (10972)10/15/1998 12:02:00 AM
From: Andrew H  Respond to of 14347
 
One more very interesting post from Eric which I found on RB and thought that readers here would appreciate. This follows his previous post on the topic.

>>I specifically asked Rich about this. At first it seemed like he would lean Sasol way but then he seemed to think that RNTKs Fe catalyst process was superior. Finally, he really was into the TX / RNTK team approach (one stop shopping - one deal for both gas and liquids). He also liked the fact that TX would likely provide the financial backing he saw RNTK lacking when compared to Sasol.

I specifically said "So if I'm hearing you correctly, Sasol is not a done deal in your eyes and you would be interested in the new TX / RNTK team". He said I was absolutely correct.

Sounds like it is going to come down to economics period, IMO. I think TX can cut the better deal w/ RNTK than Sasol can alone.

Eric<<