Believe The NCF prospect is a long game. Can't help think that their offering is more suited to new projects where their kit is planned in line opposed to a 'bolt on'. The older petrochemical sites are generally space constrained and therefore not that easy to simply erect reactors and recovery units.
I am more excited about ViVid at this stage. Products offer value at a time when energy costs are increasing, so in theory should be an attractive proposition. Just need to get the cash flows in balance.
Verse, what did you make of the loan to NCF ( I seem to recall it was $ 140 k). May tell a story ???
Rokewa
VIV Price at posting:
4.6¢ Sentiment: Hold Disclosure: Held