Apr. 12 at 12:50 AM
$LNZA hello all. we are approaching the one year anniversary of my allocation decision. so far? it's depreciated significantly. however, that concerns only the impatient capital. i do have some questions though: are there any other competitors building carbon capture plants? different or better methods of capturing carbon, such as
$AKCCF? if i understand correctly, we have 3 revenue streams 1) licensing of our technology, 2) sale of ethanol to downstream consumers, and 3) our 25, hopefully, 50, % stake in LJ and the revenue they generate from SAF (assuming the equity method of accounting). now, why would the plants themselves pay the licensing fee? they don't even own the ethanol that results? i suspect we are paying the steel mills for the privilege of using their emissions as feedstock? i need to understand the value chain in more detail. if there are any resident experts on this board, please make yourself knows. thank you.
