Rentech, Inc. (RTK)
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- General Discussion on RTK
- Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
- Is Rentech the Answer to U.S. Energy Problems? [view article]
- 20 Guidelines for the Individual Investor [view article]
- Smallcaps With Attractive Price-to-Book Ratios [view article]
- Rentech: Picked Green [view article]
- Liquid Coal: Four Stocks To Watch [view article]
- Rentech’s Forgotten Fertilizer [view article]
- Rentech May Get a Bid - But Don't Count On It [view article]
- Jim Cramer's Mad Money Lightning Round Picks, 6/7/07 [view article]
- State of the Union Address: Sectors and Stocks To Watch [view article]
loading ...Recent RTK Articles
- Rentech: Homegrown Synthetic Fuel On the Near Horizon
- 20 Guidelines for the Individual Investor
- Rentech: Picked Green
- Rentech’s Forgotten Fertilizer
- Rentech Receives Sherwood's Offer - Kind Of
- Rentech May Get a Bid - But Don't Count On It
- Is Rentech the Answer to U.S. Energy Problems?
- Smallcaps With Attractive Price-to-Book Ratios
- State of the Union Address: Sectors and Stocks To Watch
- Sasol and the Liquid Coal Revolution
- Full List of Articles »
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Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
This is an interesting stock, it seems that it could be "played" relatively easily on the swings? ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
At a shareholders meeting RTK announced it would cost 6 billion to build a full scale refinery. They can't get the funding for it. The fuel they produced is at a trial facility which is not able to produce enough to make it a viable market commodity. ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Edit I missed that friday SSL decided to stop working on One of TWO plants that are being built in CHINA. Seems that CHINA only wants to let 2 total plants be built? news flash late yesterday and was not complete.mark Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
I see that RTK has the PDU up and running producing fuel now. I also see that they use a slightly different process than most Solid to Liquid companies (snippet from their web site)"Rentech utilizes its patented and proprietary iron-based catalyst in its Fischer-Tropsch reactors. The Rentech catalyst was chosen to be used over cobalt catalyst for two very specific reasons.
* The qualities of iron catalyst make it the most flexible catalyst, able to convert synthesis gas made from the widest range of hydrocarbon feedstocks with excellent economic efficiency.
* Specific to Coal-to-Liquids, iron catalyst can tolerate low levels of sulfur contamination and ammonia compounds that may get into the synthesis gas and still maintain economic levels of conversion. Cobalt catalysts have little or no resistance to poisons that may be contained in the synthesis gas produced from coal and once contaminated must be replaced."
End snippet.
Now you see they have increased the profits from the rising costs of fertilizer and have sold point of use patents already with others in-work.
I haven't yet looked into the other producers but am today. I have some RTK and will pick up some more Monday as it is down.
Mark Reply
Is Rentech the Answer to U.S. Energy Problems? [view article]
Someone with influence (so it's not going to be me) needs to convince our out of ideas, unimaginative, outroght imbecile congress that GTL/CTL is worth pursuing and that the FT technology is superior to off-shore drilling.If congress were to guarantee a minimum price for imported foreign oil, so that the oil producers could not undermine the GTL/CTL technology again, like they have in the past by reducing prices to a point that made GTL/CTL no longer economically viable, investors would be there on the ready to go full scale.
But . . . with our no good for nothing congress that is not likely to happen because self interest is much stronger than the mandate they (the congress) have to act in the interest of the people.
So, we continue on the path to being the underdog, eventually. Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Resourceman, you are making too much sense. Remember you are dealing with Congress. ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Righton captainccs. I don,t believe the CTL & GTL technologies will be lacking gov,t subsidies for long inasmuch as the U S Dept. of Defence is intent on securing a reliable , domestic source of jet fuel that doesn,t depend on imported fossil fuel . The Generals will win this one ! Long RTK , SSL , & SYNM ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
I like Rentech for two reasons:1.- as opposed to Sasol, it is an American initiative. America needs to become energy independent because depending on people like Putin, Saddam Hussein and the House of Saud is a very risky proposition for a superpower, witness the need to go to war for oil in Iraq and possibly in Iran. This is a legacy of Churchill's ambition to switch the Royal Navy from coal to petrol. Back in WWI, Churchill did say that petrol was a legitimate war objective. In today's PC world politicians are no longer allowed to say it but reality has not changed one iota. The American presence in the Middle East is to keep the Straight of Hormuz open and the oil fields pumping.
2.- Renteck is not only about coal to liquid (CTL), it is about just about anything to liquid. If I'm not mistaken in Natchez it will be petroleum coke to liquid with CO2 being sold to Danbury Resources for re-injection into the oil fields. The important immediate issue here is certification of the jet fuel by the Air Force and the activation of the PDU is an important milestone in this process.
No doubt, Rentech is still a development stage company so it is highly speculative but the fertilizer plant was a stroke of luck or genius because it solves the cash burn issue that development stage companies typically face. I think Rentech needs to be looked at not in comparison to past failures but in terms of current opportunities. As Churchill said, "Some people see problems at every opportunity. Others see opportunity in every problem."
Long RTK (but not much) Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
bobjou, i think its b/c CTL is only competitive if $/oil bbl is about $60-70/bbl. back in the 70's what was it, except for the oil shock, like 20$/bbl or something? ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Back in the 1970s I remember Phillips Petroleum doing this same work in Colorado, making synthetic fuel from coal. They came up with many patents on the process, but couldn't make it work for profit. Sold it all out, if I remember correctly. ReplyRentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
"We should all get a kick out of the enviro jihadists in Congress the next 4 years fighting over their pet project "clean fuel" ideas. Seeing fratracide amongst the tree huggers will be entertaining."It'll be a symphony of cognitive dissonance. Mixing metaphors, it's going to be entertaining, between gasps of fright, to witness the battles for the tiller of our ship of state when the new executive and legislature are commissioned.
Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Coal to liquids, solar, wind power, NG to liquids all need gov't subsidies for the next 3 to 5 years if not longer in order to compete. Additionally, the current science on all the alternatives is at its infancy.Improvements in the sciences will have to be made. But you gotta start somewhere.Asd an investor I would look for what the Congress over the next 4 years will do in the subsidy area, who will get the most. Invest there.
Also, some unconventional methodologies are eco unfriendly. Shale gas uses a tremendous amount of water. In the Barnett a few years ago, ranchers were making more money selling water to gas producers than raising cattle or crops. Also, coal is still dirty no matter its process and sequestration needs big bucks for infrastructure.
We should all get a kick out of the enviro jihadists in Congress the next 4 years fighting over their pet project "clean fuel" ideas. Seeing fratracide amongst the tree huggers will be entertaining.
But the sad fact is before it's over the American People will be beat down like a rented mule until some sensible energy plan is acheived.
A fine example of this is when Speaker Pelosi was asked by George Stepanopolous of ABC news why she doesn't permit a vote in the House up or down on expanded off shore drilling. Her reply, "We must save the planet". She said it with all the wild eyed zealousness of a religous fanatic. No, I'm not exaggerating, see the interview for yourself.
Fun times for the Dems when they get into fights over how much to subsidize coal vs. solar etc. Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
Worthy of consideration for patient value - orientated -investors?Who are you kidding? Reply
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
CHARLIZAP, JOHN S GORDON--the MTG[methanol to gasoline] process together with RTK process is planne to be used in mine mouth production facity in 2011 timeframe. see DKRW Energy + ACI coal. both websies/references supply more detail.
pardon the typos, broken finger. Reply
gordon
Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
i love the MTG process, it was used in new zealand which has NG resources but no oil, very good way to make high octane gasoline,> jack Reply