Good point how do you feel about ethanol.? That PEIX has been on a tear the hand sanitizer angle I wasn't falling for but now I realize what is going on. You need ethanol apparently to make dry ice and you need dry ice apparently to transport millions upon million of doses of Vaccine! That's it.
Industry players-- Aemetis, Inc. (AMTX) Andersons Inc (ANDE) Archer Daniels Midland (ADM) Bluefire Renewables (BFRE) Cosan Ltd (CZZ) Green Plains Partners LP (GPP) Green Plains Renewable Energy (GPRE) MGP Ingredients (MGPI) Pacific Ethanol (PEIX) REX American Resources Corp. (REX) SunOpta (STKL)
Very interesting NY Times article on the logistics of moving the vaccine around... Fed Ex was mentioned of course and Dry Ice (ethanol) and glass vials! Which is Corning. We can create a mini- portfolio of Ideas For Now which revolve around the vaccine non of which have to be a vaccine maker...
Ok this is getting interesting AMTX was that your hand sanitizer play VAN? It seems these guys have an ethanol plant and basically make more earth friendly bio fuels but they also make that ethanol!!! Rather undiscovered story compared to PEIX. Description Aemetis, Inc. operates as a renewable fuels and bio-chemicals company in North America and India. The company focuses on the acquisition, development, and commercialization of various technologies that replace traditional petroleum-based products primarily through the conversion of ethanol and biodiesel plants into advanced bio refineries. It owns and operates an ethanol facility in the California Central Valley near Modesto; and a renewable chemical and advanced fuel production facility on the East Coast of India. The company sells biodiesel and refined glycerin to transport companies, resellers, distributors, and refiners through its sales force and independent sales agents, as well as to brokers who resell the product to end-users. It also produces ethanol; and wet distiller's grains, distiller's corn oil, and condensed distillers solubles to dairies and feedlots as animal feed. The company was formerly known as AE Biofuels, Inc. and changed its name to Aemetis, Inc. in November 2011. Aemetis, Inc. was founded in 2005 and is headquartered in Cupertino, California.<-------- AMTX--$2.80 UP 7% Fri<-----WATCH
Coronavirus Vaccine Makers Are Hunting for Vital Equipment: Glass Vials The medical quest is hampered by a global shortage of bottles and the special glass they are made from Agilent Technologies<---- A $99 Santa Clara, CA Agilent Technologiesof Santa Clara, CA is a manufacturer of life science, diagnostic, and applied chemical products for food, environmental, pharmaceutical, energy, research, and other applications. Agilent’s vials offer a wide range of styles, sizes, and closure methods, and they are certified to be used to store and dispense a number of chemical profiles.
I did. I found it at $1.88 on some hand sanitizer fda approval. I forgot about this one. They make 60MM gallons/year of ethanol. Here's the post. https://elitetrader.com/et/threads/ideas-for-now.343946/page-98#post-5192469 This might be a big one Stoney. Last years revenue was 195MM and they trade at .17X sales. It won't take much to move the stock, that's for sure. A quick glance shows the stock is on the move already, so I bet the word is out in certain circles. Here's an interesting tidbit from 9/4: They issued 71 subordinated convertible promissory notes, raising $35.5M of low interest investment funds used to create both direct and indirect jobs at their alcohol and fuel ethanol plant in California. This thing was a $200 stock back in the day. Great job putting 2 and 2 together here Stoney. I'll work on this this weekend. Dry ice/ethanol. Hmph... who'd have thought!? There's a reason you're gummy-in-chief.
Van i got footage of the plant. The highest I saw this stk is $10. It has zoomed here hasn't it up over 200% for the year....