Value Microcaps Junior Energy

[kel3]

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 )