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Institution SPOT TRADING L.L.C 12/31/2013 171,520shrs. New
Best Relative Performance in the Oil & Gas Refining
http://t.co/8inIsPDugP
yes third party ethanol over 40 million gallons
almost twice as much 3rd Party can add a nice kicker
I Called Again and Answering Machine Picked Up
they reduce production during drought and bad margins
and raise Production When Margins are Good as Well as the
Other Producers they Sell 3rd party Gallons for
Also , the Name Plates On the Plants
Say in Millions Of Gallons 60MG,60MG,40MG,40MG - But They Can Run
Faster for a Time.
Running Faster is Hard On the Equipment , So they Don't do It Often
and Probably Wouldn't Talk About It.It's Hard On Equip & shareholders wouldn't Want Equip. Damaged.
Pacific Ethanol can sell 116.3 million gallons in a Quarter http://crwenewsalert.com/8023/us-benchmarks/nasdaq-news/pacific-ethanol-inc-reports-quarterly-results-nasdaqpeix/ …
I Called,and His Answering Machine Picked Up
I Asked Questions ,and Asked for a Call Back.
If He Does not Call back by Tomorrow,I Will Call Again.
$5,041,080.00 warrant expiry date is Jan 3rd 2014
http://i40.tinypic.com/2iu9mqh.jpg
Q4 Margins Higher,PEIX Bought USDA/Sugar-90% below Market Value
to Use as 15% of their Food Stocks.
http://www.allendale-inc.com/wp-
http://www.progressivefuelslimited.com/Web_Data/pfldaily.pdf …
content/uploads/2012/10/ethanol%20margin.jpg …
20 million of their 160 Million gallons in 2014 will be made with feed stocks that Cost 64 cents per gallon -
$1.50 Aprox. Margins X 20 Million
they have 270 Million pounds of USDA Sugar they Bought for $9M
So Their Will be a Hedging Gain this Quarter,and Their COGS/Cost of Goods Will be Better.
PEIX 90% Discount On USDA SUGAR 2 buys from usda
http://www.agriculture.com/markets/analysis/corn/ethol-plts-buy-sugar-at-discount_9-ar35672 …
USDA Sugar 2 cents per pound
http://www.fsa.usda.gov/Internet/FSA_File/sugar_award_ffp_inv3.pdf …
Pacific Ethanol USDA Sugar Purchases $6.9M
http://www.fsa.usda.gov/Internet/FSA_File/sugar_purchasesale_inv4.pdf …
Another PEIX Chart Showing the Coming Move
RSI just reset!
PAR SAR flipped down!!
Money Flow Index from low and now moving up!!
MACD crossing up!!
Slow STO moving up!!
And look at accumulation line!!
http://stockcharts.com/h-sc/ui?s=PEIX&p=120&b=5&g=0&id=p64216049354
Setting Up for a Big Few Days
support formed at the 20 #ema for PEIX,Up!
http://t.co/qvw7azpBB3
support forming at the 20 #ema for PEIX
http://t.co/qvw7azpBB3
cartonet-Their Kinergy Ethanol Marketing Division " ROCKS " !
Keep in Mind PEIX has Capacity 160MG /4Qs
~ 40MG per quarter
They Sell for Ametis and Calgren,Which are 60MG each - 120MG
3rd party gallons = 120MG/4 Quarters
~ 30MG per quarter
They Make More $ , On In House Gallons ~ But 3rd Parties a KICKER
~ 3rd Party gallons ~ 30MG Which they Make a Tiddy Profit On in a Rising Envirenment
Valero VLO Ethanol segment Margins Q3&Q4 to Compare
Q3 2013
Gross Margin per gallon ~ 73 cents
Operating Expense per gallon ~ 33 cents
amortization per gallon ~ 4 cents
total Operating Cost per gallon ~ 37 cents
Operating Income per gallon ~ 36 cents
--
Q4 2013
Gross margin per gallon ~ $1.18
Operating costs per gallon ~ 0.32
Depreciation and amortization ~ 0.04
Total operating costs per gallon ~ 0.36
Operating income per gallon ~ $0.82
VLO Q3 and Q4 Margins to Compare
Q3 2013
Gross Margin per gallon ~ 73 cents
Operating Expense per gallon ~ 33 cents
amortization per gallon ~ 4 cents
total Operating Cost per gallon ~ 37 cents
Operating Income per gallon ~ 36 cents
Q4 2013
Gross margin per gallon ~ $1.18
Operating costs per gallon ~ 0.32
Depreciation and amortization ~ 0.04
Total operating costs per gallon ~ 0.36
Operating income per gallon ~ $0.82
VLO ethanol segment Pin Action
Fourth quarter 2013 operating income was $1.6 billion versus operating income of $1.6 billion in the fourth quarter of 2012. Year-over-year decreases in operating income in the refining segment and the spun-off retail segment were
mostly offset by an increase in operating income in the ethanol segment.
Valero's ethanol segment earned operating income of $269 million in the fourth quarter of 2013, versus $12 million in the fourth quarter of 2012.
The increase in operating income was attributed to significantly higher gross margins per gallon caused by a decrease in corn prices and low industry ethanol inventories,combined with production volumes at a record-high quarterly average of 3.6 million gallons per day. In 2013, the ethanol segment earned $491 million in operating income versus an operating loss of $47 million in 2012.
Three Months Ended
December 31, 2013
Ethanol:
Operating income (loss) $269
Production (thousand gallons
per day) 3,570
Gross margin per gallon of
production $1.18
Operating costs per gallon of
production:
Operating expenses 0.32
Depreciation and amortization
expense 0.04
Total operating costs per
gallon of production 0.36
Operating income (loss) per
gallon of production $0.82
WSJ/U.S. Ethanol Exporters Search for a Deep Water Port
Key Problem Is Industry's Distribution Network
West ?
By Pass Gulf of Mexico and The Panama Canal ?
Hmmm... Like the Pacific Ethanol 40 million gallons production plant at the Deep Water Port of Morrow Boardman,Ore.facility
and the Pacific Ethanol's 60 million gallon per year Stockton facility located at the Deep Water Port of Stockton,CA.
Looks Like they Just Became More Valuable for Their Ability to Export.
Ethanol Exporters Search for a Port - WSJ
http://t.co/7DeuFeg4ZA
West Coast Ethanol Plant turned $1B Ethanol Export Hub
http://t.co/KyqaOKaDd3
$1 Billion Ethanol Export Facility Planned at the deep water port of St. Helens Ore. Jan. 23, 2014 11 a.m. | Clatskanie, Ore.
The Port of St. Helens landed a major investor at its Port Westward industrial park north of Clatskanie with
the announcement this week that a company wants to sink almost $1 billion into a project to produce ethanol for export to China.
Global Partners LP of Massachusetts bought the plant in February and now the Oregon ethanol plant exports ND crude - Yahoo News
news.yahoo.com/bankrupt-oregon-ethanol-plant-now-141644738.html
Chevron , Exxon or Shell
for Making RBOB out of Shale Oil to Ship to Asia and Europe , Since they CAN'T actually Ship the Oil
(1973 Oil Embargo Law)
U.S. producers can only export limited amounts of crude due to federal regulations enacted just after the Arab members of the Organization of Petroleum Exporting Countries embargoed their oil exports to the U.S. in 1973.
Under the ban, no U.S. oil can be shipped abroad, but there are some loopholes. Oil from Alaska's Cook Inlet, oil that flows through the Trans-Alaska Pipeline and oil shipped to Canada are allowed. Refiners are allowed to ship gasoline and diesel abroad.
OBAMA Can't Actually Export the Oil and Give Up the US's Competitive Advantage.
US. Price - West Texas Intermediate WTI ~ USD/bbl. 96.09
World Price - Brent Crude ~ USD/bbl 107.28
~ JUST a Thought , After a Few Profitable PEIX Quarters,These Get Bought to Export Ethanol or RBOB - 10% Ethanol
GERS Market Cap Reading 0.00 the Whole Trading Day Tells the Story
gers - The Patent Troll - Has Failed
A lot of times shares of defunct companies continue to trade, often times because traders don't have a clue, and other times because there are outstanding settlements shareholders hope to take part in.
The Patent Troll - Has Failed , GERS last Heart Beat has happened..............
RIP !
GERS Has Failed
IF you Own Any GERS - SELL SELL SELL
Valero's Ethanol Segment reports tomorrow Pre Market
Will be the 1st Big Indicator On Ethanol Earnings , they Report their Ethanol Margins Exactly How Many Cents per Gallon in their
filing.
It Won't be as Hi as Pixi,because Valero Hedges.
Great Indicator to Us , and to the Market.
Good Chance Ethanol Companies Move Up On Pin Action.
Ethanol Shortage in 2014 According to the EPA
http://t.co/wt9mavxpdE
EPA's 2013(Renewable Volume Obligation)was barely reached , which is unusual because 20% of production is allowed to be carried over from the previous year.
- Ethanol replacement RINs went up to Over $1
- ethanol shortage in 2014
Ethanol Shortage in 2014 According to the EPA
EPA's 2013(Renewable Volume Obligation)was barely reached , which is unusual because 20% of production is allowed to be carried over from the previous year.
Ethanol replacement RINs went up to Over $1
- ethanol shortage in 2014
http://t.co/wt9mavxpdE
The 800,000+ PEIX Jan.2014 Warrants Expired Worthless
http://i40.tinypic.com/2iu9mqh.jpg
Jan 2014 Warrants Expire
[PDF]
potential nr deletes 1/15/2014 cusip issuer_name 00082@ah2 abx ...
http://t.co/WwiTNHlwd1
www.naic.org/.../svo_NR_UP_conversio...
National Association of In...
Jan 15, 2014 - 02343@AC4 AMEDISYS INC / AMEDISYS HLDGL L C. 02376#AD0 ...AMERIMARK DIRECT LLC /AMERIMARK INTER SUB INC / DRLEONARDS HEALTHCARE. 030850DC2 ...... 69423#AC4. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS.
Jan 2014 Warrants Issue
[PDF]
cusip issuer_name 00037cfv7 abag fin auth for nonprofitcorps calif ...
http://t.co/OJeAzA7065
www.naic.org/.../svo_important_updates...National Association of In...
Mar 1, 2012 - 00139#AC4 AIG LIFE INS CO. 00170@AB8 AMH HLDGS II ... BFE OPERTAING CO LLC / BUFFALOLAKE ENERGY LLC / PIONEERTRAIL ENERGY LLC. 05616*105 ...... 69423#AA8. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS. 69423#AB6.
#14201 The 800,000+ PEIX Jan.2014 Warrants Expired Worthless
The 800,000+ PEIX Jan.2014 Warrants Expired Worthless
http://i40.tinypic.com/2iu9mqh.jpg
Jan 2014 Warrants Expire
[PDF]
potential nr deletes 1/15/2014 cusip issuer_name 00082@ah2 abx ...
http://t.co/WwiTNHlwd1
www.naic.org/.../svo_NR_UP_conversio...
National Association of In...
Jan 15, 2014 - 02343@AC4 AMEDISYS INC / AMEDISYS HLDGL L C. 02376#AD0 ...AMERIMARK DIRECT LLC /AMERIMARK INTER SUB INC / DRLEONARDS HEALTHCARE. 030850DC2 ...... 69423#AC4. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS.
Jan 2014 Warrants Issue
[PDF]
cusip issuer_name 00037cfv7 abag fin auth for nonprofitcorps calif ...
http://t.co/OJeAzA7065
www.naic.org/.../svo_important_updates...National Association of In...
Mar 1, 2012 - 00139#AC4 AIG LIFE INS CO. 00170@AB8 AMH HLDGS II ... BFE OPERTAING CO LLC / BUFFALOLAKE ENERGY LLC / PIONEERTRAIL ENERGY LLC. 05616*105 ...... 69423#AA8. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS. 69423#AB6.
The Jan. 3rd 2014 800,000+ Warrants Expired Worthless
[PDF]
potential nr deletes 1/15/2014 cusip issuer_name 00082@ah2 abx ...
www.naic.org/.../svo_NR_UP_conversio...
National Association of In...
Jan 15, 2014 - 02343@AC4 AMEDISYS INC / AMEDISYS HLDGL L C. 02376#AD0 ...AMERIMARK DIRECT LLC /AMERIMARK INTER SUB INC / DRLEONARDS HEALTHCARE. 030850DC2 ...... 69423#AC4. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS.
[PDF]
cusip issuer_name 00037cfv7 abag fin auth for nonprofitcorps calif ...
www.naic.org/.../svo_important_updates...National Association of In...
Mar 1, 2012 - 00139#AC4 AIG LIFE INS CO. 00170@AB8 AMH HLDGS II ... BFE OPERTAING CO LLC / BUFFALOLAKE ENERGY LLC / PIONEERTRAIL ENERGY LLC. 05616*105 ...... 69423#AA8. PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC / PACETHANOL COLUMBIA LLC / ETCS. 69423#AB6.
[XLS]
xlsx
www.naic.org/.../svo_NR_UP_conversio...
National Association of In...
1691, 69423#AC4, PACIFIC ETHANOL HLDG CO LLC /PAC ETHANOL MADERA LLC/ PACETHANOL COLUMBIA LLC / ETCS. 1692, 694308T@6, PACIFIC ...
Cusip #
An identification number assigned to all stocks and registered bonds. The Committee on Uniform Securities Identification Procedures (CUSIP)
Chart Is Almost Right
https://t.co/70OIUZMDJI
Keith Schaefer Video-Best Year In History for Ethanol
It's at the End , Around 9.3 Minutes In
End of Video:Keith Schaefer Interview~2014 Best Year In HISTORY for Ethanol
VLO Ethanol Segment Guidence Up Revision 4 Days Ago
http://t.co/D7uJ5ctyQ2
Catalysts-Valero's ethanol segment Earnings report wednesday pre-market
( 2 Days from Today ) it will be a Near Term Catalysts
Valero indicated the company expects the ethanol segment’s operating income to be significantly higher in 4QFY13, because of higher gross margins and increased production volumes. The ethanol segment’s operating income was only $12 million during 4QFY12. However, the segment has improved its performance during FY13, and in 3QFY13, the segment reported operating income of $113 million.
- Valero issues above consensus Q4 earnings guidance
Valero reports earnings wednesday January 29 during pre-market trading.
Additional Ethanol Earnings Coming - ADM Feb 4 , GPRE Feb 6 , ANDE Feb 11
Keith Schaefer of the Oil and Gas Report-Research Report&Video
Research Report
http://t.co/edaMzqzkpg
Video
https://t.co/tBGZNydKPN
Recent Reports by Other Analysts
http://reminiscencesofastockblogger.com/2013/12/30/pacific-ethanol-cyclical-turn/ …
http://buysidenotes.com/2014/01/13/pacific-ethanol-peix/ …
good article on Q4 ethanol production margins http://www.ethanolproducer.com/articles/10673/special-report-ethanol-plant-margins-strong-in-uncertain-times …
http://www.allendale-inc.com/wp-content/uploads/2012/10/ethanol%20margin.jpg …
Opening Previously Idle Plant SCREAMS Great Buis.
New Employment Opportunities at PEIX IDLE Madera Ethanol Plant
http://www.pacificethanol.net/site/index.php/careers/ …
Madera Plant restart Speculation
http://sierra2thesea.net/agriculture/ag-update-pacific-ethanol-orange-scab-more … …
Great Chart , Hanging Right in the Channel
http://www.stockta.com/cgi-bin/analysis.pl?symb=peix …
Bullish Option Buying
pic.twitter.com/0yb79wJjvR
1022 - July Call Options $10.00 Strike ~ Bought Jan 16, 2014
SmarTrend Uptrend Call (PEIX)
http://www.mysmartrend.com/news-briefs/technical-analysis/shares-peix-747-uptrend-call-shares …
You Be The Judge
Keith Schaefer Research Report & Accompanying Video
ID Super Can You put this On the Lion.com , Can't Post There
(No Subscription)
http://t.co/edaMzqzkpg
https://t.co/tBGZNydKPN
Keith Schaefer Full Research Report On Pacific Ethanol
http://oilandgas-investments.com/wp-content/uploads/2013/07/Bulletin-143-Pacific-Ethanol.pdf …
Keith Schaefer Full Research Report On Pacific Ethanol
http://oilandgas-investments.com/wp-content/uploads/2013/07/Bulletin-143-Pacific-Ethanol.pdf …
Valero ethanol segment Earnings wednesday
Valero indicated the company expects the ethanol segment’s operating income to be significantly higher in 4QFY13, because of higher gross margins and increased production volumes. The ethanol segment’s operating income was only $12 million during 4QFY12. However, the segment has improved its performance during FY13, and in 3QFY13, the segment reported operating income of $113 million.
- Valero issues above consensus Q4 earnings guidance
Valero reports earnings wednesday January 29 during pre-market trading.
( 3 Days from Today )
it will be a Near Term Catalysts
Additional Ethanol Earnings Coming - ADM ~ Feb 4 , GPRE ~ Feb 6 , ANDE ~ Feb 11
Enjoy the RIDE
Chart Trend Lines BULLISH http://t.co/COqBFwhHy8
Fridays 2.3M Volume Is Unusaul
• Some of those $6.27 warrants may have been exercised •
(That Might Explain HUGE Volume On Friday,and Temp Price Drop)
because of the closing in on the expiration date and the fact that there was a 25% to 30% instant profit to be had at $8.37.
($5 Million Would Give Them Good Money to Open Madera)
the Issue Date On the 804,000 warrants is 07/03/2012
the Exercise Price is $6.27
the Expiration Date is Jan 2014
Cash Raised If Exercised ~ $5,041,080.00
http://t.co/kYKF5b5ASa
.
I Will Call Tomorrow and Ask Questions
Madera Info/Avail. the Sacramento-BeeMark Glover(916) 321-1184
If Any One Wants to Call,be my guest.