There are Variables,and Volatility
In January Margins were Lower than Q4 Early On
Cheap Corn and Cheap Valuation Makes it Worth Owning
I Would Definitely Hold Thrue Earnings and
Then Re Evaluate.
All the Bad is Priced In,the Good is Not.
there are Catalysts
EPA Will Up Gallons Required Soon
Rail Transportation In the Summer Will be Clogged
More Gallons with Madera
100% Ownership
etc...
Variables
Debt Payment Lower
Hedged Forward Ethanol Sales ?
I Think They Did to Lock In a Beat On Q2,but No Certainty
right now ethanol is Selling for 36 cents more per gallon right more than in Q4 2013.
EPS in Q4 Net was 54 cents per share
40MG per Quarter x 36 cents per Gallon
= $14,400,000.00 better than Q4 2013
As Long as Corn is Cheap and No Drought happens,Were Good.
If they Achieve a Reasonable P/E ratio, then I'm a Seller.
That Said,I Will be Taking Profit On Some After Earnings.
I may Move a lil More to AMTX , a gamble on a Buy Out.
Move the Rest to Another Play.
After Earning Huge Win, I Would Say Take Some Off.
A Bird in the Hand is Worth 2 in the Tree
Corn Crop Uncertainty is Something that Concerns Me
I had Shares when the Last Drought Hit and No One Saw it
Coming.
I Bought 10X the Shares at the bottom and Traded my Way
Out of the Hole, But That Sucked Holding it that Long.
So I Understand Your Concern.
Just My Opinion and My Plan,Ya gotta do What's Good for You.
