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Post by Deleted on Aug 27, 2016 9:56:02 GMT
First we have chemical processing plant you can bolt onto a waste plastic sorting line to generate "clean" hydrocarbon". A terrible video presentation does the deal no favours but at least they have a working model in a UK plant (I was always told to have a 90 second lift speach ready, this meanders for 8 minutes). Less than 10% being offered of the equity. I'm sitting on my hands for this one unless I get more confidence that there is a true asset in this business.
The other proposes to use the benefits of using GPUs for data processing, a tiny equity being offered. The trouble is I struggle to see how this work is moatable, the concept has been played with for 3 or 4 years and there was a competition last year to show how good it was. So everyone knows. Questions asked, awaiting answers.
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Steerpike
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Post by Steerpike on Sept 1, 2016 20:55:38 GMT
First we have chemical processing plant you can bolt onto a waste plastic sorting line to generate "clean" hydrocarbon". A terrible video presentation does the deal no favours but at least they have a working model in a UK plant (I was always told to have a 90 second lift speach ready, this meanders for 8 minutes). Less than 10% being offered of the equity. I'm sitting on my hands for this one unless I get more confidence that there is a true asset in this business. The other proposes to use the benefits of using GPUs for data processing, a tiny equity being offered. The trouble is I struggle to see how this work is moatable, the concept has been played with for 3 or 4 years and there was a competition last year to show how good it was. So everyone knows. Questions asked, awaiting answers. Found the former quite credible and promising. Regarding the latter, is the recent $10m investment made by a major graphics card manufacturer in a competitor startup a good thing or a bad thing?
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Post by Deleted on Sept 2, 2016 7:12:49 GMT
Yes, I'm beginning to warm to the plastic reprocessing plant, I may let it mull. Mrs Bobo is an Environmental Engineer and seems to think "where there's muck there's brass".
The data processing; the concept is certainly attractive. What I don't claim to understand is which business will win and which will die by the way side. I suspect I'm out of my depth in the field and may stay out of it.
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bigfoot12
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Post by bigfoot12 on Sept 2, 2016 11:33:43 GMT
I like the data processing company, but I am nervous that there seem to be at least two competitors which have raised significant amounts of money. I'm not so sure that this is good news - I need to think about that. Their own product claims seem to be quite impressive.
The bottle recycling plant looks familiar - I think that they were on SR a year or so ago. I'd already used my allowance for the year so I didn't invest at that time.
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