I was very impressed with CEO's ability to communicate. Easily answered all questions and handled himself very well. As stock becomes more visible, CEO's ability to quickly and decisively answer questions is a big plus.
Sounds like sugar beet impact on Q4 was negligible so we'll see improvements in cost in Q1 and beyond. Corn oil process improvements coming for other plants as well.
I liked the fact that he tempered enthusiasm for the big premium PEIX is getting for West Coast ethanol with a minus .15 for rail costs escalating to get corn and ethanol shipped. So not a net .60/gallon to PEIX, more like .40-.45.
Still very positive and the reason I think Q1 will be better than Q4. You've getting sugar beet benefit, West Coast premium pricing and recovery from short term WDG pricing drop due to China refusing a few shipments of Dried Distiller's grain. Also corn oil process improvements.
PEIX broke $13! HOD is 13.40 so far. Lots of analysts on the call so maybe we will get more than one analysts forecasting on Yahoo! AND a recommendation or three to their clients!
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If the Commodities Boom is Over, I am just a Gold Bug headed for the Windshield of LIFE