Sorry, i have been MIA. I listened to a good podcast interview with the ceo which answers a lot of questions. I will assume you have listened to this and jumped on the website.
Tech wise, it is a solid technology with a few players in the market (not a bad thing). The question i dont know is : when they say 'closed system' is this 100% reused. What sets them apart from other pyrolosis plants....
Business wise, the US plant seems like, for now, it will only sell black carbon - not steel (although only small qaunt produced), oil or other by products. Hard to make out margins anf concrete numbers.
I like the fact that it is 70% cheaper than creating CB using petroleum (although prices have been dropping lately).
I will post more when i have time
Out R1
PLX Price at posting:
$1.24 Sentiment: Buy Disclosure: Held