Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
REX Stock TA Another Look
http://www.stockta.com/cgi-bin/analysis.pl?symb=REX&mode=table&table=trend …
$PEIX & $GPRE Breaking Out $REX Bullish Caution
GPRE
http://finviz.com/quote.ashx?t=GPRE …
PEIX
http://finviz.com/chart.ashx?t=peix&ty=c&ta=1&p=d&s=l …
$REX Top Of Channel Watch for Break Out or Break Down
http://finviz.com/quote.ashx?t=REX …
$GPRE $REX $PEIX Charts
Top Of Channel Watch for Break Out or Break Down
http://finviz.com/quote.ashx?t=REX …
$PEIX & $GPRE Breaking Out
http://finviz.com/quote.ashx?t=GPRE …
http://finviz.com/chart.ashx?t=peix&ty=c&ta=1&p=d&s=l …
REX Top Of Channel Watch for Break Out
or Break Down
http://finviz.com/quote.ashx?t=REX …
PEIX Breaking Out Above Wedge Pattern
http://finviz.com/chart.ashx?t=peix&ty=c&ta=1&p=d&s=l …
Aemetis Approved for NASDAQ Listing http://t.co/zRbP1uwTpB via @benzinga
Aemetis Approved for NASDAQ Listing http://t.co/cMoNggIzNv via @Street_Insider
Aemetis Approved for NASDAQ Listing http://t.co/cMoNggIzNv via @Street_Insider
Got Some Media Attention Today
Tuesday, June 3, 2014 9:47 am
another article on majic valley upgrade
Pacific Ethanol applies to modify DEQ air quality permit
http://www.minicassia.com/news/article_689ff5f0-eb36-11e3-b596-0017a43b2370.html …
White House OMB is Reviewing RFS Pathways II and Amendments to the RFS2
http://blog.braginfo.org/entry/omb-reviewing-rfs-pathways-rule-as-renewable-fuel-standard-rfs-activity-rem/ …
PEIX maybe producing Cellulosic Ethanol at Stockton In June
The company re filed the Prospectus Again,they seem to file and Re file SEC Documents a lot
Maybe 20 times this Quarter they filed Offering related papers or Bill Jones form 4 Sell.Seems Like their Paper work Dept. Can't
get the Forms done Right.
Intentionally ?
Trading Above the Wedge for a 4th Day
http://finviz.com/chart.ashx?t=peix&ty=c&ta=1&p=d&s=l …
RFS2:EPA expects to issue this final rule June 2014.
EPA Plans To Issue Several Actions that Will Impact Bio fuel Industry
http://www.jdsupra.com/legalnews/epa-plans-to-issue-several-actions-that-23423/ …
* 2014 Renewable Fuel Standard (RFS): EPA anticipates issuing the final rule in June 2014.
* RFS Pathways II and Amendments to RFS2: EPA expects to issue this final rule in June 2014.
* RFS RIN Quality Assurance Program: A final rule is expected to be issued in June 2014.
* 2015 RFS: EPA anticipates issuing the proposed rule in September 2014 and the final rule in March 2015.
* Identification of Additional Qualifying Renewable Fuel Pathways III and Modification to the Renewable Fuels
Program: A final rule is expected to be issued in December 2014.
bloomberg:Who’s Who in India Government as Modi Sworn in as Prime Minister 27 May 2014
India's New Government cabinet Nitin Gadkari, bio-diesel & Ethanol
manufacturer
http://t.co/pNWRkD0rnq
Nitin Gadkari, 66, is India’s minister of road transport and highways, as well as shipping. He was BJP president from 2009 to 2013 before graft allegations thwarted his attempts to win a second term. Gadkari owns the Purti Group, which has at least five companies involved in manufacturing electricity, sugar, alcohol, ethanol, bio-diesel and fertilizers, according to its website. Gadkari was among those who seconded the motion to elect Modi as the party’s pick for prime minister.
3 Day Rule On Break Out Above Wedge,Back Test Confirms Break Out
http://www.thelion.com/bin/forum.cgi?sf=PEIX&msg=4146&cmd=r&t= …
3 Day Rule On Break Out Above Wedge,Back Test Confirms Break Out ?
Just Wondering if You are a Chart Guy to Confirm
http://www.thelion.com/bin/forum.cgi?sf=PEIX&msg=4146&cmd=r&t= …
The Chart Friday had a Bearish Grey Cloud Candle According to American Bull but Their recommendation is to STAY LONG.
http://www.americanbulls.com/SignalPage.aspx?lang=en&Ticker=PEIX …
Pixie Failed at 50 DMA http://charts.stocktwits.net/production/original_23352598.png?1401391117 …
but Up Trend is Not Broken
http://gratisupload.dk/vis_billede/710855/ …
Looking for Confirms Break Out or Break Down Monday ?
I'm Seeings MACD Support Under Fridays Candle
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&yr=0&mn=1&dy=0&id=p01946306916 …
Kinda Think the Best Place for Newbies to Get Long is On a Break Out Above the 50 DMA Line for Safety reasons.
Once Above,I Think it May Back Test the 50 DMA before Going
Higher or Maybe Not.
June Ethanol Vs Corn Price Spread @ Peek March HIGH of 35%
http://t.co/Npwy3tUdm4
Ethanol Profitability Very Firm
https://s3.amazonaws.com/media.agricharts.com/sites/291/etoh1.JPG …
source:http://www.dfefarmpartners.com
limate Change Stuff On the Agenda for Obama this Week and EPA ethanol mandate numbers. - Might be pretty Good this Week for REX,GPRE and Pixie
PRO Clean Energy Speaches from Obama and Lots of Media Attention
Word on the street is the proposed 13 billion gallon mandate will edge up to 13.6 billion gallons or thereabouts when the final announcement is made.
http://brownfieldagnews.com/2014/05/30/week-its-epa-time/ …
(Reuters) - Obama backtracking on cuts to renewable fuel targets
http://in.reuters.com/article/2014/05/23/us-usa-epa-ethanol-idINKBN0E311S20140523 …
Margins On the Rise Again allendale weekly ethanol Margin Update
http://cdn.allendale-inc.com/wp-content/uploads/2012/10/ethanol%20margin.jpg …
http://www.professionalagmarketing.com/images/E0176001/EthanolMarginSheet.pdf …
Corn
http://www.nasdaq.com/markets/corn.aspx?timeframe=1m …
Ethanol
http://www.nasdaq.com/markets/ethanol.aspx …
http://www.progressivefuelslimited.com/Web_Data/pfldaily.pdf …
REX,PEIX-Ethanol Vs Corn Price Spread Currently Equal March HIGH of 35% On Front Month Futures
http://www.barchart.com/chart.php?sym=ZKM14&style=technical&template=&p=DO&d=X&sd=&ed=&size=M&log=0&t=BAR&v=2&g=1&pct=1&evnt=1&late=1&o1=ZCN14&o2=&o3=&sh=100&indicators=&addindicator=&submitted=1&fpage=&txtDate=#jump …
Ethanol Vs Corn Price Spread @ March HIGH of 35%
http://t.co/Npwy3tUdm4
Ethanol Profitability Very Firm
https://s3.amazonaws.com/media.agricharts.com/sites/291/etoh1.JPG …
source:http://www.dfefarmpartners.com
Ethanol Profitability Very Firm
https://s3.amazonaws.com/media.agricharts.com/sites/291/etoh1.JPG …
source:http://www.dfefarmpartners.com
Kinergy,According to elahens a falling Ethanol Price
like in April is bad for Kinergy.
According to elahens,they take posesion of the fuel at a Given
Price.They may Sell the fuel a few days later and the price
could have fallen 5,7,9 cents per gallon.
It seems to be the Case from what I have seen too.
We need to take that into Consideration when calculating
Quarterly earnings I think.
I think the Reason they Have an Average Selling Price for each Quarter that Is Close to the Average Spot Price for each Quarter.
Is they get paid a Fraction more at the Rack
DTN always talks about the Rack price,when talking about margins
for some reason.Maybe it is Factored in Some How
Can't be Sure , but it has to Cost Something to Transport millions of gallons to their Destinations, and I don't see the Transportation
of the Ethanol Factored In to that Equation.
If they Did have a Cost to Transport, It seems like Trucking is
Expensive and Would Knock down Margins per gallon.
Maybe it Covers the Cost of Transporting the Ethanol to
the Refineries and Racks and that's It.If they do Even
Get Extra.
Pacific Ethanol's Contractual Agreement with Refiners is Unknown,
but they do Deliver to the Racks.
They May Save Money on Transporting to the Refineries
by Delivering to the Racks.
Deliver a Portion to the Refinery and part to the Rack ?
Majic Valley is Far from a Refinery,Maybe All is Taken to
the Rack.
Also Pricing,In the Interview he said the Refinery is
Billed for Ethanol Taken to the Rack.
Possibly Just Spot Prices and the Savings On the Delivery
by Taking to the Rack is the Incentive.
or maybe they get more for Rack , but Less than Rack Price
for Delivering It There.
This Area is Very Opaque,I would Like to Know the Answer Myself.
But as I have Said,IR doesn't Like Me Any More
Bill Jones May 8,2012 On Selling Ethanol at the Rack,mixing Ethanol with Gasoline "Splash Blend" in the Central Valley
"Pacific Ethanol Delivers to the Rack,Where it is Splash Blended"
I Could Look at PEIX and say they don't Make as Much
Money do to Paying Debt , FVA ,Dilution
Your Right,Understood REX Growth is more Priced In to the Stock Price as It's much Closer to achieving a Fair Valuation than PEIX.
PEIX is Still a risky Value Play In Comparison with the Much
Lower P/E,While REX is More Stable and less risky +
better Management adds to REX's Value
but All that Aside , I Would be Willing to bet
that PEIX stock Price Climbs Higher by Percentage
for the Remainder of the Year.
Repost of Warrant Chart from 5/11/2014
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=101820507 …
PEIX,Keep In Mind Majic Valley Increase to 70MG Coming
http://www.4-traders.com/news/Idaho-Department-of-Environmental-Quality--Pacific-Ethanol-Magic-Valley-Burley-applies-to-DEQ-to--18500764/ …
1.) 70MG at Majic Valley
2.)Corn Kernal Cellulosic Set to Go Into Affect as Soon as EPA
Activates , June 20th is a Good Possability.
3.)Stockton Will be Able to Produce Cellulosic Immediatly
After it is Activated by the EPA
4.)Majic Valley - September Cellulosic
5.)Cellulosic Carries With It,D5 and D3 RINs will be payed under the RFS2 rules
6.)Also ~ there will be a lot more WDGS, which means we have more than just yield-enhancement - we also have more feedstock input (more corn)
7.)Corn Oil is Coming to Madera and Boardman this Year.
8.)Debt Refinancing is On the Table According to Management
Bringing Debt Payment Interest from 13.5% Toxic Financing
to 6% ?
9.)9% Increased Ownership is Coming, Which will Increase
Earnings by 9%
10.)As Debt Gets Paid Down,Higher EPS and Less Costs
11.)Rail issues driving up west coast prices
12.)Warrants - Part of this is a Maybe
A Fair Value credit to Q2 earnings from Q1 FVA of a least $12 million has occurred already.
4 million warrants down from 5.5 million warrants after 1.5
being million warrants being exercised.
$15.58 at end of Q1 and 1.5 million shares x $15.58-$7.50 = $8.00 difference is credit
1.5 million x $8.00 = $12 million credit towards Q2 earnings.
(now the maybe)
- Fair Value Adjustment,based on an AVERAGE Stock price for the Quarter.
the Stock Price has been Below $15.58 previous Quarter Fair Value Adjusted for 2 of the 3
Months Already.
Average of between $15.58 and the Low of $10.41 = How Much of the Fair Value Adjustment
from Q1 being Credited to Q2 earnings ?
Just Sayen, A Whopper Quarter of Q2 Earnings is Likely Already In the BAG !
( I Don't See All This Happening for REX, Don't Know their Sitch )
PEIX ranks highest in the Refining Group with a EPS growth of 1,685.7%
http://futures.tradingcharts.com/news/futures/Pacific_Ethanol_is_Among_the_Companies_in_the_Oil___Gas_Refining___Marketing_Industry_With_the_Highest_EPS_Growth__PEIX__CLMT__VLO__DK__NS___215048962.html …
REX is not on the Top 5 List
I Like REX but as far as Earnings Growth Pacific Ethanol is
Head and Shoulders above REX
Possible-June 20 EPA RFS2 Cellulosic Corn Kernal,Stockton Is Prepared to Come Live Now.
Majic Valley Real Soon.
I Like the Plan
How Much Does Cellulosic Ethanol Sell For, and do the RIN's Go
to the Blender On This too ?
the Advanced Bio Fuel,Aemetis (AMTX)Claimed Milo Millionairs
the the Advanced Bio Fuel RIN's Would Be HUGELY Beneficial
to Them.
Do You Know Stock
I'm Assuming the 10 Million New Gallons at Majic Valley Will
Be Cellulosic ?
Pacific Ethanol ranks highest with a EPS growth of 1,685.7%
Pacific Ethanol is Among the Companies in the Oil & Gas Refining & Marketing Industry With the Highest EPS Growth (PEIX, CLMT, VLO, DK, NS)
May 30, 2014 (SmarTrend(R) News Watch via COMTEX) --
Below are the three companies in the Oil & Gas Refining & Marketing industry with the highest year-over-year expected earnings per share (EPS) growth rates. Pacific Ethanol ranks highest with a EPS growth of 1,685.7%. Following is Calumet Specialty Products with a EPS growth of 838.0%. Valero Energy ranks third highest with a EPS growth of 105.6%.
Delek US Holdings follows with a EPS growth of 70.1%, and NuStar Energy rounds out the top five with a EPS growth of 44.4%.
http://futures.tradingcharts.com/news/futures/Pacific_Ethanol_is_Among_the_Companies_in_the_Oil___Gas_Refining___Marketing_Industry_With_the_Highest_EPS_Growth__PEIX__CLMT__VLO__DK__NS___215048962.html …
Margins On the Rise Again allendale weekly ethanol Margin Update
http://cdn.allendale-inc.com/wp-content/uploads/2012/10/ethanol%20margin.jpg …
Front Month Futures Corn Feedstock & ethanol Sales Price spread
http://t.co/dPJXVEGuHN
professionalagmarketing Net Margin per gallon of Ethanol
http://t.co/xTL6UqkdKs
Corn
http://www.nasdaq.com/markets/corn.aspx?timeframe=1m …
Vs
Ethanol
http://www.nasdaq.com/markets/ethanol.aspx …
I Like REX too,I Just Like PEIX more
Northern California ethanol hits five-week high on supply tightness
http://www.platts.com/latest-news/agriculture/houston/northern-california-ethanol-hits-five-week-high-21686241 …
Corn Feedstock & Front Month Futures ethanol Sales Price spread
http://t.co/dPJXVEGuHN
RFS2 last step in the process OMB Reviewing RFS Pathways Rule
http://blog.braginfo.org/entry/omb-reviewing-rfs-pathways-rule-as-renewable-fuel-standard-rfs-activity-rem/ …
Northern California ethanol hits five-week high on supply tightness
http://www.platts.com/latest-news/agriculture/houston/northern-california-ethanol-hits-five-week-high-21686241 …
REX is a Good One,Value Is Right
PEIX,MACD Cross Over Bullish and Supportive Bottom to Today's Candle
and Hyper Parabolic SAR Turned Up.
http://t.co/lFfc1YOhOA
November Run Chart and Current Chart Look Very Similar , We Might
be Ready to Go
November Chart Vs May Chart
Nov.
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&st=2013-10-25&en=2013-12-06&id=p49633691742 …
May
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&st=2014-04-15&en=today&id=p61724800108 …
MACD Cross Over Bullish and Supportive Bottom to Todays Candle http://t.co/lFfc1YOhOA
Your The Best !
November Vs May Chart
November Chart
When they had a $9 Million Dollar Loss,because they
Used the Profit to Buy Sugar and Pay $18 Million in Debt
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&st=2013-10-25&en=2013-12-06&id=p49633691742 …
Verses the May Chart
http://stockcharts.com/h-sc/ui?s=PEIX&p=D&st=2014-04-15&en=today&id=p61724800108 …
Where they had an $11 Million Dollar Loss,
Because they Paid $50 Million Dollars of Debt and had a
"Fair Value Adjustment" of $44 Million Dollars
Do They Look Very Similar , Or Is it Just Me ?
PEIX Warrants and "Fair Value Adjustment"
A Fair Value credit to Q2 earnings from Q1 FVA of a least $12 million has occurred already.
million warrants down from 5.5 million warrants after 1.5 million warrants being exercised.
$15.58 at end of Q1 and 1.5 million shares x $15.58 - $7.50 = $8.00 difference is a credit
1.5 million x $8.00 = $12 million credit towards Q2 earnings.
-----
Then If Luke from YMB is Right - Fair Value Adjustment,based on an AVERAGE Stock price for the Second Quarter ?
the Stock Price has been Below $15.58
(previous Quarter Fair Value Adjustment)
for 2 of the 3 Months in Q2 Already.
Average of between $15.58 and the Low of $10.41 = How Much of the Fair Value Adjustment from Q1 being Credited to Q2 earnings ?
Just Sayen, A Whopper Quarter of Q2 Earnings Might Already In the BAG !
Shush....Don't Tell Any One.
that's a good deal Super !