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View Full Version : E85 as an investment opportunity?


tbaleno
02-22-2006, 10:53 PM
A friend of mine wants to invest in companies making E85 or companies developing for E85. Is this a wise move? I was telling him not to invest heavily in any one energy source since I feel that no one source of energy will be able to fill the role that petrolium has been filling.

Is there any good way to convince him not to do this?

xcel
02-22-2006, 11:41 PM
Hi Tom:

___A few months to late and a few dollars to short … Look at the character that placed more then a few $’s into it ;)

Pacific Ethanol signs $84 Million $ agreement … (http://www.pacificethanol.net/_documents/111505-2.pdf)

___The stock (PEIX) is attractive but the bid/ask spread being posted is ridiculous … I think MSN screws that up but it has been this way for over 2 months now???

___Good Luck

___Wayne

gonavy
03-06-2006, 12:55 PM
LOL.

I think the buzz is out pretty loud and clear in 3 of the 4 timezones... If one were to put some play money into ETOH I'd look for someone trying to build on the EAST coast, between Jersey and Norfolk. Every proposal I've seen has called for multi-feedstock facilities, since a variety of crops are grown here- corn does not predominate, and the volume from any one crop is smaller here. We range from barley and rye in MD/PA to sugar in FL. The ability to process more than just corn by design may provide a buffer.

NY and MA are screaming for ethanol; SC, MD, VA, and FL farmers would go to extreme measures to unload their crops. The nearest ETOH plant is 700 miles away, yet the MA-VA corridor has the highest population, density, and driver-miles outside of SoCal.

IMO, an ethanol plant somewhere around the mid-Atlantic is a home-run, or at least a few RBIs

xcel
03-06-2006, 01:03 PM
Hi Bryan:

___Take a look at our home page and see what a gallon of Ethanol is trading at right now! Those ethanol refiners are making an absolute fortune! With that, I can see Brazil breaking into our market big time and ADM’s whining about price supports and protection going in one ear and out the other. This stuff is really cheap to produce and its about time we start seeing the benefits. A lot more states in the US have begun mandating E10, there isn’t enough E10 to fill those mandates, and thus the sky high pricing :(

___Take a look at the following news and article for even more confirmation …

Cost of E85? (http://www.cleanmpg.com/forums/showthread.php?t=32)

What does Peak Oil look like? (http://www.cleanmpg.com/forums/showthread.php?t=74)

___Good Luck

___Wayne

gonavy
04-02-2006, 09:05 AM
http://www.greencarcongress.com/2006/03/ethanol_produce.html#more

Many of you probably already caught this; VeraSun and Aventine filed S-1s in anticipation of IPOs. Other than ADM, VeraSun is the big kid on the block.

However, I'm fairly convinced that when/if Coors and AB get into the fuel ethanol game commercially they will immediately own the market.

xcel
04-08-2006, 05:45 PM
Hi GoNavy:

___I can only hope the major Brewer’s get into the Ethanol business and soon!

___I wonder what distilling, packaging, and distributing via truck and handler a case of Budweiser into your local markets cooler costs vs. distilling a gallon of E100, pumping into a tanker, and driving it to the local Ethanol repository? Maybe another research project to consider?

___Good Luck

___Wayne



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