This is the first Investor event I`ve been to where each company just mans a
10x10 booth like at a trade show .
Also see w3otc.com , one of
the sponsers of the event .
============================: WED.NOV,971119 :============================
12-20| WallSt/DiscoveryExpo97 SmallCap Listed Cos . NY Hilton . 800-795-8293
. Fax invite < Thermo Tech ( TTRI.F )
I first learned of ThermoTech at an Equities Magazine conference , May 94 .
Here are my ( totally unedited ) notes from that meeting . ( My CoSy
computer hardware then had a sticking 'e' key .
==========================ø MON.MAY,1994ë5ë16 ø===========================
|10:18| ThermoTek Renee fndd , `85 Uof BC CAN , food waste mngt , Ed SrVP -
ex Cornell , Stanlley till 15 Mo ago , limiteed competiton | patented wet
organic wastee conveersion - nusence in landfills | N.A makes § 100E6 tons
organic wast , new landfils need liners | Waste dispoal expected $180B by
`96 | building 125 mil ton plant cost 3E6 , 15K sq ft | tipping fee -
convert to single cell protein | Laidlaws reducees desease , leachate ,
biogas , oders | aerobik > 140 fahrenheits bacteria fermentation - must cool
| cheapeer than c omposting , totasl processing time 24-36 hrs
no odors , thermal dryer | composting makes odors , particullarly mmeat ,
odor combustors | receeivee revs @ both ends of proceess | low capital costs
get sorted waste | producee animal feed supliment | 2 stage digestion ,
ceentrifuge , then heeat dry | $55ö ton tipping fee, eend pfoducht 150$öton
incoee ö day 2200$ | corenth plant near saratoga | parrtners w Stanley -
Agrodev internl mkting , Edmonton | consider waste hauleers customeers
24 statees have > $30 tipping feee | potential for 1440 plants |
1st yr started Apr , 10 projects underway , ö2 spllit w ptnr | .05 royalty +
processing fe | CFO coming frm Touche | 7Ee6 shares | miniture liquid
landfell | last yr , 1.5 increasee in stock | currently 9.5$ ö sharee
need just 10E6 $ to make 80 new plants | Patyente on proceesse 30 somewhat
bcteria is eend product | ubiquitous bacteria | corinth - pulp & papere ,
break down ceelulose & lignin | 1440 plants just for commercial sourcees
depreciation formally 10 yrs - worrkingh onb additional patents for hi
nitrogen & phosforous | just opened plant friday , one operationg in
Vancouver | cleaner source ~ metals , Heeat kills pathogens | fertilizer
10 plants coming on line - NY waste associaton | ADM ? anarobinc process |
Alex Brown putting out shares | w f]havee eenouf shares fore NaSD form 20f |
expect full lsiting by EoJune |
ThermoTech has kept in touch with me since :
|13:27| ThermoTek plant
15:56| RonBirch; Thermo Tek
| c> NancyStewart800-461-6739 Thermotek |
|9:9| NancyStewart800-461-6739 Thermotek @ Bronx 287
- - - - - - - - - - - - - - - - - - - - - - - - -
Other booths I stopped by are
Rentech ( RNTK ) which in addition to its Gas liquification operations
www.gastoliquids.com , They were demonstrating a smartmetal heat
engine which they see being used for self powered water well pumps . The
heart of the tek is a spring belt made of an alloy which contracts when it
is heated . The belt runs over pulleys between hot and cold water baths .
This is an interesting concept , but clearly demands close analysis before
buying in . Info is said to be available at www.thinfilmdepo.com
, which is Rentech`s final play ( an in process acquisition )
CVD Equipment ( BB: CVDE ) which produces research grade Chemical Vapor
Deposition equipment . Now working to standardize their product line .
Advanced Encryption Tech ( AETI ) www.aeti.com .
Makes PC-Card encryption smart cards and systems for locking Win computers .
Worldwide Medical ( WMED ) www.wwmed.com
I traded a cigar for a home THC test kit .
|18:18| Got to Panal discussion of Investment Resources on the Internet
with some sponsors of the show . including particularly , w3otc.com , John Robbins , The Investment
Reporter : links to S&P . Aim : to be credible source for BuletinBoard
Also : www.stockinfo.standardpoor.com |
Leader TerryMcGraw said S&P slow in recognizing speed of internet . 1200 OF
3000 bb CO worth anything . Some out there operating out of trunk . S&P
approves audited filings . Hyperlinkt to home web pages . saves scrolling
thru Edgar . thrd pty source of info . S&P only makes recomendations on 1100
stocks , >= 500M$ mkt cap S&P has new site coming w PersonalWealth . - lot
of Macro Econ . a lot of it free . aemd @ JoeZinfandel .
News ltr writer
|18:29| JohnMcElligott Mng Ed , GeofreyEiten`s OTC Stockwatch , www.otcgsw.com
since `79 - IBD new IPOs 7 day window to find out all can on co . check Co .
Jumps on NASDAQ.com . Lesus/Nexus Requestor - ad hoc searh on 9000 full text
sources . $350 % month . Check Libraries .
Then chks Edgar , marketguide.com . table of ratios .
Researchmag.com - Charge Cos to be represented . Prier to internet , mainly
used DowJones .
Gets S&P monthly CD . looking to getting over to Web instead .
Charting Svces ? StockStuff.com . DBC.com .
|18:41| InvestorsBusinessDaily : Newspaper guy had never seen their web page
. shows how to read IBD . likes better than WSJ . Has BillONeal`s own
analysis presented & explains in generated text . Small not Micro caps .
lots of self learning modules . Analysis presented & explaind in generated
Small caps have to be willing to spend some money w someone to wave their
flag to get fully valued . Must therefore do own due diligence . But , if
catching @ beginning of advertising ... .
Will link out to Schwab or E-trade . starting Full svc Broker Directory :
Schwab aint going to call you . Human generally got clients buryied in stock
, keeps on top of mngt - Brokers who have positions in stocks .
Alternative , call CFO . |18:55| I-Explorer just bombed . Tagly Brothers ?
Broker | JohnLuce S&P : OTC vs exchanges . Automated & PinkSheets . NASD
BB no qualifications to get on . Pinks still exist . They show press
releases . 6000 total BB companies - may get residential answering machine .
Maybe 2 - 2.5k worth looking at . Does Merge/Purge w S&P | IPOs ?
Investment Dealers Digest - expensive . Worked out deal to put up 5 - 30 M$
issues . plan second , une 504s 506s , reg-As , Las Vagas bets
3 3 4 : up down sideways .
w3 money by advertizing Lenox . Ever growing DBs . PR archive search on Lex
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