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Re: Rhee post# 236653

Friday, 11/30/2012 12:46:27 PM

Friday, November 30, 2012 12:46:27 PM

Post# of 723758
SYNM, news trumps all & plenty of factors at play. I feel a R/S is priced in here and it's quite possible that it doesn't happen.

Likelihood of $1 per gallon retroactive tax cut ($25-$30 million windfall) is not priced in.

Geismar facility has the kinks worked out and now producing near 100% capacity. Profitability is here and there are ~$350 million in NOL carryforwards.

RIN's will rebound early 2013...2012 production quotas are met & RIN fraud scandal suppressing them now.

GTL partnership news a high possibility and being ignored by the market.

It is a swing trade for me- there is an obvious seller allowing me to load here. Trading is ugly but sentiment can change in a hurry.

Senate vote this week was a nice first step.

December/January small cap runner here.

Cheers!




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