>Safer large caps is where the market seems to be headed
True for most investors, but hedge funds and others will always be looking for juicier gains on promising stocks.
REX is very rapidly moving into the position of being a very "safe" play. Assuming normalcy on corn prices, continuing ethanol demand (regardless of EPA ruling on RFS this June, which for various reasons will hardly dent ethanol demand), in 8 months, i.e., Jan 31, 2015, at present rates of incoming cash and debt-paydown, REX will have around $170M in cash and about $32M in debt; within another year (20 months from now), they'll have $235M in cash and zero debt. I daresay they'll probably also have a marketcap of around $1.5Bn to 2.0Bn by then (compared to present $474M mktcap).
A very safe play once we get further down the road.
Also, within 15-18 months I would think we'll know something definite about results from testing that "Future Energy" segment for REX on sub-2000' heavy-oil steaming (look up the Kent Hytken Future Energy patent site at Google), whether it's viable or not. If it is, add at least another $1Bn to marketcap.
True for most investors, but hedge funds and others will always be looking for juicier gains on promising stocks.
REX is very rapidly moving into the position of being a very "safe" play. Assuming normalcy on corn prices, continuing ethanol demand (regardless of EPA ruling on RFS this June, which for various reasons will hardly dent ethanol demand), in 8 months, i.e., Jan 31, 2015, at present rates of incoming cash and debt-paydown, REX will have around $170M in cash and about $32M in debt; within another year (20 months from now), they'll have $235M in cash and zero debt. I daresay they'll probably also have a marketcap of around $1.5Bn to 2.0Bn by then (compared to present $474M mktcap).
A very safe play once we get further down the road.
Also, within 15-18 months I would think we'll know something definite about results from testing that "Future Energy" segment for REX on sub-2000' heavy-oil steaming (look up the Kent Hytken Future Energy patent site at Google), whether it's viable or not. If it is, add at least another $1Bn to marketcap.
Recent REX News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/31/2026 09:20:58 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 02:19:15 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 03/27/2026 02:50:00 PM
- REX American Resources tops Q4 profit forecasts as tax credits boost results • IH Market News • 03/26/2026 02:14:01 PM
- REX American Resources Reports Record High Full Fiscal Year 2025 Net Income Per Share Attributable to REX Common Shareholders of $2.50 • Business Wire • 03/26/2026 11:30:00 AM
- REX American Resources to Report Q4 and Full Fiscal Year 2025 Results and Host a Conference Call and Webcast on March 26, 2026 • Business Wire • 03/12/2026 11:30:00 AM
- Canadian Investment Regulatory Organization Trading Halt - REX • PR Newswire (Canada) • 01/12/2026 08:58:00 PM
- Rex American Resources posts strong Q3 beat as ethanol output remains robust • IH Market News • 12/04/2025 01:14:52 PM
- REX American Resources Reports Fiscal Third Quarter 2025 Net Income Per Share Attributable to REX Common Shareholders of $0.71 • Business Wire • 12/04/2025 12:30:00 PM
- Form 4/A - Statement of changes in beneficial ownership of securities: [Amend] • Edgar (US Regulatory) • 11/21/2025 06:30:48 PM
- REX American Resources to Report Fiscal Q3 2025 Results and Host a Conference Call and Webcast on December 4, 2025 • Business Wire • 11/20/2025 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2025 08:49:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/03/2025 02:43:56 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 09/02/2025 07:22:11 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/27/2025 02:50:18 PM
- REX American Resources Reports Fiscal Second Quarter 2025 Net Income Per Share Attributable to REX Common Shareholders of $0.43 • Business Wire • 08/27/2025 11:30:00 AM
