balding - do you know how long the govt incentives for regi will continue? looking at their earnings they would have had a loss without the incentives..
why not speak directly to the company about this? they are usually forthright in their answers although they generally want your word that their response won't be posted on the internet. therefore if you do speak with them an indication of whether they addressed your concerns is sufficient.
balding - well done on your ethanol plays. you deserve a lot of credit. comparing them peix still has lowest p/s ratio even after its huge run. regi is close in p/s ratio, others are higher. p/s is important parameter as profitability is influenced by product of gallons sold and crush spread. i made a bit on peix but i'll pass for now as they have run quite a bit and corn prices are starting to increase. re negativity on jsda - how can one not be negative given recent q? it remains to be seen whether this is bump or trend. golden cross still a ta possibility.
Still possibility of golden cross as 50 D MA flattened but did not turn down today. I was surprised that downturn was not greater. There was strong buying. As I expect little news from the company, golden cross formation can be sustained by those expecting good spring/summer, insider buying or both. We should get indication of insider buying or lack thereof during upcoming week.
read his posts. he exited JSDA a while ago and put money into ethanol stocks including PEIX. He deserves a lot of credit. we can all benefit from those uncomfortable with Jones if they advocated alternate stocks. balding picked huge winners.
agree. which is why price is down but not devastated leaving room for significant upside or downside depending upon future performance. in the interim we are dependent upon news from company, local observations and form 4s or lack thereof.
well done! agree on both points - finances are not now an issue, those betting on a turnaround should recognize its speculative nature Q4 being a prime example - is it a bump or is it a trend?
thanks. i added some will add more on dips. i like your picks better than mine :)
nibbling on MKTY a microcap precision instrument maker - i wish i was in earlier. the company is very technology savvy. PLUG was one of their spinoffs.
nutty my friend, one thing they are good at is managing cash. they deserve criticism for anemic sales and for not forewarning as Q4 was 2/3 over during Q3 CC. But I give them credit for cash management. after early weakness, shares are pretty strong given Q4 results. Some one is buying.