I think Wayne even suggested that there could be a model whereby...

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24/08/21

14:02

Post #: 55529561
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Originally posted by MarkJaguar: ↑

Hi there,

I have really enjoyed this thread, no BS, no down ramping and no squabbles. Infact you all are the reason I re-instated my HC account.

I was at the NC-6 broker lunch in Melbourne and spoke with Wayne and a colleague of his. I think Wayne is the real deal, not sure about the colleague?? (Don't throw stones if you live in a glass house, so I won't say anymore.)

I do my research on stocks and loved Sezzle but hated Openpay, got that one right at least, believe BSV is the real Bitcoin because it scales while everyone else is on the BTC train and loved ASM at $3.30 (Got that one right) and I can't talk about FMG...I should be retired on that one but sold. I've had my share of losses, and after 25 year playing this game I still sell far too early. Not sure if I will ever sort that out but I'm trying!!

I believe NC-6 will have its day. I certainly see this stock back into record highs on good news, but nothing is certain. This COVID pandemic may be the cause of slowing things down but everyone needs clothes and the world is only getting less environmental..just watch Dave Attenborough's 'witness statement' if you need convincing.

My concern is not the demand, it's already there. My concern is the strategy for supply. NC-6 need bio waste and that may cost tens of millions in capex if they can't convince others to license the tech. I heard Wayne toying with a franchise model where NC-6 buy the Cellulose off the franchisee (e.g molasses producers)...that's clever and far less costly. If they can pull that off this stock will fly in my opinion.

I think the best thing that could have happened for NC-6 is Grasim and the Sinnova story...this just commenced the cycle... great examples are Tesla followed by NIO.

For what it's worth, I'm in for the long haul so long as management continue to tick the boxes and people don't suddenly get around naked.

GLTAH

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I think Wayne even suggested that there could be a model whereby food makers actually pay the fanchisers to remove the waste products, making the model potentially even more likely to succeed.

Imagine that. Getting paid to take the raw material and selling the finished product...

NC6 Price at posting: 9.4¢ Sentiment: Buy Disclosure: Held
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I think Wayne even suggested that there could be a model whereby...

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