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Analyst Katja Jancic from Sidoti musta taken another look and Updated her estimates
she Maintained
$4.15 EPS estimate for 2014
she Changed 2015 3 times in the last 30 days
30 Days Ago $1.20
7 Days Ago $2.45
Current Estimate $1.72
http://finance.yahoo.com/q/ae?s=PEIX+Analyst+Estimates …
I Guess she is trying to Wrap her Head around the Future
It is Very Difficult to Project Margins for a Year and a half from Now, I don't Blame her
for Changing.
She Will have to Change again most likely with All the Variables
Brazil,EPA,Train Traffic ,China,Corn Price,Ethanol Supply,RFS2 Tier3 Standards,E-15
Tough Job
*****
yahoo Analyst Estimate Next Year 1.72~7 Days Ago
http://finance.yahoo.com/q/ae?s=PEIX+Analyst+Estimates …
Value,That's the Best thing Pixie has Going
Cheap Feedstocks
Net Margins Midwest 45 to 48 Cents
http://www.allendale-inc.com/wp-content/uploads/2012/10/ethanol%20margin051414.jpg …
http://www.professionalagmarketing.com/images/E0176001/EthanolMarginSheet.pdf …
progressivefuelslimited Ethanol Data
http://www.progressivefuelslimited.com/Web_Data/pfldaily.pdf …
Corn Vs Ethanol
http://www.barchart.com/chart.php?sym=ZKM14&style=technical&template=&p=DO&d=X&im=&sd=&ed=&size=M&log=0&t=BAR&v=2&g=1&pct=1&evnt=1&late=1&o1=ZCK14&o2=&o3=&sh=100&indicators=&addindicator=&submitted=1&fpage=&txtDate=#jump …
Corn
http://www.nasdaq.com/markets/corn.aspx?timeframe=1m … …
ethanol
http://www.nasdaq.com/markets/ethanol.aspx?timeframe=1m … …
West Coast Fuel Ethanol Supply Chart
http://ycharts.com/indicators/west_coast_ending_stocks_of_fuel_ethanol …
US Ethanol Supply Chart
http://www.eia.gov/oog/info/twip/festusm.gif …
US Ethanol Exports
http://www.ethanolrfa.org/page/-/images/Charts/U.S.%20Ethanol%20Exports%20for%202014.03.jpg …
BNSF Rail Car Dwell Time
Terminal Dwell (Hours)
Week Ending
04/18/14 04/25/14 05/02/14 05/09/14
29.2 29.5 28.7 29.9 29.8
http://www.railroadpm.org/home/RPM/Performance%20Reports/BNSF.aspx …
Yahoo has not Updated 96 cents 1 year Price Target
Since - January/2013
I Asked Them to Do So Today
Seems Like they Should Value, to Avoid Scaring Off
Investors that Use Yahoo as a Source
I Think It is Pre R/S Target by UE,That they never Changed
but either Way , I Asked them to Make It Right
Any One that Looks at Yahoo Summary Page for info Moves On
When they See that I Suspect
Thats Fd Up,With her EPS Target
Is She a Tard
Yahoo Says,Price Target 96 cents Is that Sidoti ?
Just told Yahoo to UpDate PEIX Analyst Price Target to $19
http://www.uncommonequities.com/uploads/PEIX_May_20_2014Update.pdf … …
@YahooCare
to register Pacific Ethanol for webcast and Presentation
http://www.brileyconference.com/2014/register/profile.php?ticker=PEIX …
UE Analyst Announces Update of Coverage on Pacific Ethanol
http://www.uncommonequities.com/uploads/PEIX_May_20_2014Update.pdf …
Stockrosen,You Are Right
If the EPA Enacts RFS2 Tier3 June 20th It Will be a BOOM for
PEIX.
You Are Also Correct In Thinking It Will Happen !
The Obama Administration has had NO Less than 30 meetings With the EPA In the Last 6 Weeks.
Obama Doesn't Want to Be the ONE that Was In the Drivers Seat When Change
Could Happen and NOT Do It.
He Doesn't Want his Legacy to Be, The President that Could Have Saved the World From Climate Change Disaster but Didn't.
Prepare for The Agent of Change to Do What He Said He Would Do
RFS2/Tier3-“We applaud EPA for confirming that corn kernel fiber is 'crop residue'corn kernel fiber can meaningfully contribute to RFS2 cellulosic biofuel.
Cellunator with proprietary enzymes to convert the cellulosic fraction of the corn kernel to ethanol, which enables a conventional plant to potentially produce cellulosic ethanol.
Scource:
Pacific Adopts Edeniq’s Cellunator Technology
Posted on January 11, 2013 by Joanna Schroeder
Buy SAR Appeared Underneath
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&yr=0&mn=6&dy=0&id=p17941738360 …
Bouncing Off S2 Pivot Point,MACD Cross Over,Accumulation Line,RSI Rise
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&yr=0&mn=6&dy=0&id=p30333946544 …
Corn price Vs Ethanol Price
corn price
http://www.nasdaq.com/markets/corn.aspx?timeframe=1m …
ethanol price
http://www.nasdaq.com/markets/ethanol.aspx?timeframe=1m …
Obama Climate Change Policy RUSH,30 meetings Over the last six weeks
http://thehill.com/regulation/energy-environment/206378-epa-races-to-finish-obama-rules …
Trading Activity Alert for Pacific Ethanol
Posted on 05/16/2014 by Tom Kaplan
http://www.avafin.com/articles/1032241.html …
NEW YORK (AVAFIN) -- Today's trading session, revealed fascinating results for Pacific Ethanol. There was a low put/call ratio alert raised on shares of Pacific Ethanol. The increased call volume ran 3.1x the volume of put contracts yielding a 0.33 put/call ratio.
Put/Call ratio is often used to measure investor sentiment, the ratio serves as a predictor of investor behavior.
a low put/call ratio suggests that the investor sentiment is bullish and that the underlying stock is expected to increase in value.
A high put/call ratio suggests that the investor sentiment is bearish and that investors expect the underlying stock to decrease in value. In contrast.
Unusual volume provides reliable clues that the stock is expected to make a move.
Aemetis, Inc. Reports Record First Quarter 2014 Financial Results
Fri May 16, 2014 8:45am EDT
http://www.reuters.com/article/2014/05/16/ca-aemetis-idUSnBw165162a+100+BSW20140516 …
* Reuters is not responsible for the content in this press release.
Aemetis, Inc. Reports Record First Quarter 2014 Financial Results
Record quarterly gross profit of $15.6 million
Record quarterly operating income of $12.7 million
Record quarterly adjusted EBITDA of $14.2 million
Post reverse split basic earnings per share of $0.38
Aemetis, Inc. (OTC.QB: AMTXD), an advanced renewable fuels and renewable chemicals company and the largest US-owned biofuels producer in Asia, today announced its financial results for the three months ended March 31, 2014.
“We’re very pleased with our record financial and operational performance in the first quarter,” said Eric McAfee, Chairman and CEO of Aemetis, Inc. “These results build upon the very strong results we posted in Q4 of 2013, and with available capacity and attractive international markets for our India products, the company is well positioned for additional growth in the remainder of 2014,” added McAfee.
Financial Results for the Three Months Ended March 31, 2014
Revenues were a record $60.7 million for the first quarter of 2014, compared to $19.4 million for the first quarter of 2013. Gross profit was a record $15.6 million for the first quarter of 2014, compared to a gross profit of $0.2 million in the first quarter of 2013. The increases in revenues and gross profit were primarily attributable to a full quarter of operations during the period from January 1, 2014 through March 31, 2014 as compared to the period from January 15, 2013 through March 31, 2013 when the Keyes plant was idle.
Selling, general and administrative ("SG&A") expenses were $2.8 million in the first quarter of 2014, compared to $4.2 million in the first quarter of 2013. The decrease in SG&A expenses was primarily attributable to the reclassification of $1.9 million of fixed costs from cost of goods sold to SG&A for the quarter ended March 31, 2013 due to the Keyes plant being idle in the first quarter of 2013.
Operating income for the first quarter of 2014 was a record $12.7 million, compared to an operating loss of $4.2 million for the same period in 2013.
Net Income for the first quarter of 2014 was a record $7.7 million, compared to a loss of $9.8 million for the first quarter of 2013.
Adjusted EBITDA for the first quarter of 2014 was a record $14.2 million, compared to Adjusted EBITDA of negative $2.3 million for the same period in 2013.
Strong cash flow resulted in Cash and Cash Equivalents of $7.3 million as of March 31, 2014 and allowed for principal and interest payments of approximately $12.2 million during the first quarter of 2014.
NON-GAAP FINANCIAL INFORMATION
We have provided non-GAAP measures as a supplement to financial results based on GAAP. A reconciliation of the non-GAAP measures to the most directly comparable GAAP measures is included in the accompanying supplemental data. Adjusted EBITDA is defined as net income/(loss) plus (to the extent deducted in calculating such net income) interest and amortization (income)/expense, depreciation expense, income/(expense) from share-based compensation and (gains)/losses resulting from debt extinguishment.
Adjusted EBITDA is not calculated in accordance with GAAP and should not be considered as an alternative to net income/(loss), operating income or any other performance measures derived in accordance with GAAP or to cash flows from operating, investing or financing activities as an indicator of cash flows or as a measure of liquidity. Adjusted EBITDA is presented solely as a supplemental disclosure because management believes that it is a useful performance measure that is widely used within the industry in which we operate. In addition, management uses Adjusted EBITDA for reviewing financial results and for budgeting and planning purposes. EBITDA measures are not calculated in the same manner by all companies and, accordingly, may not be an appropriate measure for comparison.
Rail Traffic Surges to new 3 Year High
http://pragcap.com/rail-traffic-surges-to-new-3-year-high …
FOR IMMEDIATE RELEASE AAR Reports Increased Weekly Rail Traffic
https://www.aar.org/newsandevents/Freight-Rail-Traffic/Pages/2014-05-15-railtraffic.aspx#.U3eV3PldWSo …
January 2015,So 7 1/2 Months Away
There Were A Lot of $12.50s Too
My Guess Some One Owns the Shares and Is Willing to Take
the $2.45 Premium + the $15 Strike = $17.45
to Take Away Down Side Risk
And
Some One Is Pretty Certain $17.45 Will Happen by January
to Bet $1.7M
PEIX someone spent $1,700,000 On $15 strike call contracts at 2.45 7000x
http://community.livevol.com/index.php/topic/5575-block-trades-05-16-2014/ …
someone spent $1,700,000 On $15 strike call contracts
at 2.45 7000x
http://y.ahoo.it/d7zzXh92
AMTX And there's the uplisting PR
“Aemetis continues to make steady progress toward national listing,” said Eric McAfee, Chairman and Chief Executive Officer of Aemetis, Inc. “The shareholders have strongly supported this important step in growing the company,” added McAfee.
http://www.aemetis.com/aemetis-announces-1-for-10-reverse-stock-split/
Should Happen Soon
I bet that makes ya feel a lil better about the Wait kozuh
$5.72 After the 1st day of the R/S is good lil day
I'm pretty happy with it to.
Rail delays look to help em in Q2 an Q3 too
http://articles.chicagotribune.com/2014-05-14/news/sns-rt-us-usa-farms-railroads-analysis-20140514_1_u-s-plains-winter-wheat-harvest-bnsf …
Train Delays Are Building Again
Trains for grains scarce on the U.S. Plains
reuters:BY KARL PLUME
Wed May 14, 2014
(Reuters) - In the northern U.S. Plains, where there are no commercially navigable rivers, the U.S. rail system long has served as the lone, dependable way for farms to move grain hundreds of miles to reach ports and sell around the world.
Not any more. Farmers in North and South Dakota, Montana and Minnesota are holding the largest grain stocks in years after months of worsening delays that crippled the backbone of the U.S. farm transportation system. Rail operators blame the snarled service on the coldest winter in decades and changing freight flows.
Yet the delays are growing in some areas even as spring sets in, fueling renewed ire at oil companies that
are increasingly competing for space on the same rails.
The 20-day wait for cars from BNSF was four times the norm this winter, and the long wait times have not eased through mid-May and in some cases have grown.
early this month, the wait time for customers in North Dakota reached 25.5 days, up from a then-record 20.8 days just two months ago. BNSF has 7,257 past-due cars, up nearly 9 percent since March.
In nearby Montana, the backlog has grown to 32.5 days from 20.5 days in early March, while the number of late cars has nudged up to 3,038 cars, from 2,910, BNSF data showed.
Commercial grain elevators have to pay late-shipment penalties of 3 to 10 cents per bushel per day to buyers such as exporters, or at least $10,000 daily per 100-car train. They often pass on those losses to farmers via
lower bids for grain.
Bob Wisness, a farmer near Watford City in the heart of the Bakken field, is trucking his grain longer distances to find a buyer because nearby elevators are full.
"I normally market 90 percent of my grain through my local elevator and now I'm forced to take the vast majority of it elsewhere, anywhere from 50 to 150 miles one way. And these trucks don't run for free," he said.
Wisness said he needs to move about half his stocks before the winter wheat harvest arrives in late July.
Train Delays Are Building Again
Trains for grains scarce on the U.S. Plains
reuters:BY KARL PLUME
Wed May 14, 2014
(Reuters) - In the northern U.S. Plains, where there are no commercially navigable rivers, the U.S. rail system long has served as the lone, dependable way for farms to move grain hundreds of miles to reach ports and sell around the world.
Not any more. Farmers in North and South Dakota, Montana and Minnesota are holding the largest grain stocks in years after months of worsening delays that crippled the backbone of the U.S. farm transportation system. Rail operators blame the snarled service on the coldest winter in decades and changing freight flows.
Yet the delays are growing in some areas even as spring sets in, fueling renewed ire at oil companies that
are increasingly competing for space on the same rails.
The 20-day wait for cars from BNSF was four times the norm this winter, and the long wait times have not eased through mid-May and in some cases have grown.
early this month, the wait time for customers in North Dakota reached 25.5 days, up from a then-record 20.8 days just two months ago. BNSF has 7,257 past-due cars, up nearly 9 percent since March.
In nearby Montana, the backlog has grown to 32.5 days from 20.5 days in early March, while the number of late cars has nudged up to 3,038 cars, from 2,910, BNSF data showed.
Commercial grain elevators have to pay late-shipment penalties of 3 to 10 cents per bushel per day to buyers such as exporters, or at least $10,000 daily per 100-car train. They often pass on those losses to farmers via
lower bids for grain.
Bob Wisness, a farmer near Watford City in the heart of the Bakken field, is trucking his grain longer distances to find a buyer because nearby elevators are full.
"I normally market 90 percent of my grain through my local elevator and now I'm forced to take the vast majority of it elsewhere, anywhere from 50 to 150 miles one way. And these trucks don't run for free," he said.
Wisness said he needs to move about half his stocks before the winter wheat harvest arrives in late July.
Bob Dinneen On rail delays impacting ethanol shipments
http://domesticfuel.com/2014/03/28/ethanol-report-from-rfa-in-dc/ …
PEIX made 54 cents in Q4,$9to$18 Move from 54 cents
Earnings Statement
http://irdirect.net/filings/viewer/index/738214/000135448814002701/ …
$PEIX lil Sister $AMTX Earned 38 cents per Share
http://irdirect.net/filings/viewer/index/738214/000135448814002701/ …
US Corn Technical Analysis -
http://www.investing.com/commodities/us-corn-technical …
US Corn Technical Analysis -
http://www.investing.com/commodities/us-corn-technical …
Weekly Ethanol Update Allendale
http://www.allendale-inc.com/weekly-ethanol-update-31/ …
Couple Things,Aemetis has Never Gone BK Which Takes Away from
Institutional Concerns Of Bad Management
When PEIX made 54c per share in Q4
Share Price Went from $9 to $18
Aemetis Is Now Reporting Q1 and every one knows Margins
Were Good,and they Don't Have Warrant "Fair Value Adjustment"
Concerns.
PEIX and AMTX Presentations Yesterday say Guidence Will Be Good
$5 Stock Will Get an Up List Soon and They are Cleaning
Up the Balance Sheet as Per Presentation AMTX Aemetis
slide 45: 50+ applications submitted for initial review under the EB-5 program (at $500,000 each)
http://www.aemetis.com/wp-content/uploads/2014/05/Aemetis-Corporate-Presentation-2014-05-12.pdf …
My Opinion , Up is the Direction
$5 Stock 50 cents per share earnings coming out tomorrow
$$$$$$$$$$$$$
2c eps last quarter,5c this quarter 50 cents per share earnings coming out tomorrow
2 cents eps last quarter should be 5 cent per share eps this quarter
5 cents x 10 shares = 50 cents per share earnings coming out tomorrow