Yes, several analysts. The last one was the new analyst covering Rex for Singular Research (formerly it was Bill Jones, who told me a week ago they were getting new coverage). The guy asked a good Q about what REX could expect for the lower natgas price for this qtr (Q2) and the number was about $6M less in costs!! Divide that by REX's 8.1M f.d. shares to get an EXTRA 74 cents of EPS compared to this qtr.
Earnings transcript should be out tonight or tomorrow a.m. on S.Alpha.
Great to hear that they are spending about $8M this year on CAPEX to increase ethanol and corn storage, just in case there are any railway constraining issues for REX -- thus far, they've had NO PROBLEM, unlike GPRE which had some real problems with that in Q1.
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