Greg Sand

Here

[Greg Sand @Gregsandgreg]

@ArneriDesign Thanks

[Greg Sand @Gregsandgreg]

@ArneriDesign Sorry are these price targets for the cad $lib.v or the $vltlf?

[Greg Sand @Gregsandgreg]

@Mindwalletbody Anyone have a link to the call? Thanks

[Greg Sand @Gregsandgreg]

@Amateur_Inv Could be, especially if we get paid for feedstock. Either way, it's a win

[Greg Sand @Gregsandgreg]

@Amateur_Inv Tbh that's the assumption I'm working under as i always try to more conservative. Even in this case we can do well and the investment works

[Greg Sand @Gregsandgreg]

@Amateur_Inv 👍love it

[Greg Sand @Gregsandgreg]

@Amateur_Inv You're absolutely right!

[Greg Sand @Gregsandgreg]

@Amateur_Inv So essentially, it depends on them being able to produce below that cost, and margin will determine success?

[Greg Sand @Gregsandgreg]

@Amateur_Inv Understand, do you mind send me dm of any concerns/ red flags?

[Greg Sand @Gregsandgreg]

@Amateur_Inv Fair enough. Given they seem to have found an economic model(perhaps not aseconomic as Aduro's), even though they're a pyrolysis variation, with an offtake covered and feedstock partly covered, can you share flaws/ red flags you see with them? Thanks

[Greg Sand @Gregsandgreg]

@olli_tuovinen @dmeinvestor Ok I checked, so c30-c40 is semi solid and the initial r2 results showed 95% but included the c30+. Thanks

[Greg Sand @Gregsandgreg]

@olli_tuovinen @dmeinvestor Ok hold on, still confused. The c20 and below for the ngp was 73%(85% of 86%). Perhaps there's another category above c20 that's semi-solid?

[Greg Sand @Gregsandgreg]

@1035_Capital Any thoughts on what could be the inflection point for $skyx? Reaching profitability? A few years until the stickiness of their products kicks in?

[Greg Sand @Gregsandgreg]

@AlmostMongolian In both. Question for plascred, how much of their yield is actually Naphtha ready? For Aduro it's 73%, any idea for plascred?

[Greg Sand @Gregsandgreg]

@ArneriDesign That's awesome. Do you recall how much bigger their 1000 tpa plant will be compared to the largest one they've built so far? Thanks

[Greg Sand @Gregsandgreg]

@ArneriDesign Got it thanks

[Greg Sand @Gregsandgreg]

@ArneriDesign Thanks. What equipment is arriving in August? Sorry, I thought they had all their equipment for their first site and were just ramping up to 1000 tons. Have they so far completed just phase one of the process? Thanks