Yes, good article, with a detailed bear case laid out along a few scenarios.
I had to post a correction to Tristan's article-- namely, he evidently missed altogether the major news in REX's earnings PR and conference call for Q3, the news of REX paying off ALL ITS DEBT near the end of Q3 and beginning of Q4.
Anyway, i'm glad to see someone else writing extensively about the ethanol sector for S.Alpha (he's previously written pieces on GPRE, PEIX and the overall sector).
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