Replies to post #28284 on Alto Ingredients Inc (ALTO)

[Stockrosen]

I have said it before
Now, I will say it again

I think !!

The company (NK) is on track producing cellulose ethanol and D3 RIN´s already in Q4-14 at the Stockton and Magic Valley plants.

They can do the same in this Q1-15 in all 4 plants when the $16.0m installation is done ... (soon)

Just listen to the Q2-14 webcast or read the transcript and figure out what the "man" (NK) is saying ...

NK is in negotiation with Edeniq about agreement for a supply with (special) enzymes ... when agreement is done, (NK) the company can start up producing cellulosic ethanol and D3 RINs ...

Now (soon) the man (NK) is separating corn oil not only at the 2 x 60 MGY plants but also at the Madera and Columbia plants ...

Madera and Columbia is (also) installed with Cellunators ... and implemented with "Pathway"

All 4 plants can separate corn oil, and all 4 plants can produce cellulose ethanol and generate D3 RINs (cellulosic RINs) !!

Thats a (fucking) lot of higher income per year ($16.4m more) !!

stock´

[Dutch1]

Neil can have as much up his sleeve as he likes, but I think anything, no matter how good it is, that bring us up is temporary if Oil doesn't stop to fall.

I know it's lower then I thought it would ever go, and also it is taking longer. But I still think there has to be some kind of absolute low, which will set off a emergency break if it falls to low. (either that or oil is ruled by ISIS terrorist ;-) )

But as long as oil keeps on falling, I don't know if it is wise to have the good news out already. Maybe it's better to let as much air out as possible before moving this up again. Because otherwise all the good done in one or more day's will be undone the next week.
If Earnings come out too early, PEIX might rise toward $10, but also might fall below it again before Q2 starts. So if they need to be at $10,- the beginning of Q2, they better report it close to that moment. Unless of course the oil drop is clearly over before that. Then it is best to pull everything out of the sleeves.