My current top publicly traded holdings: $MCEM $WHITF $WHC.AX $HMENF $HME.V $NRP $TNK $GSL $SUGR.V $INSW $PANL $CHRD $HMM.A $BQE.V $ALTO $MAGN $GNK $APR.WA $MPX $GPRE Do you have any of the same investments? Let’s talk.

RT @JarrettRenshaw: The U.S. ethanol industry has been pleading for years to get some trade balance with Brazil and groups like @GrowthEner…

@DOMOCAPITAL Sounds like a win, win, win for $ALTO

This concept of $GEVO buying $GPRE assets is compelling. I want to go through some numbers but it could be the perfect way for activist investor Ancora to unlock the value of $GPRE assets and for GEVO to move the needle with significant low-carbon fuel production. Positive for both shareholder groups (GEVO in the longer-term).

@helgeson_nick Alright, you are going to have to help me with $CRND. I can't seem to find the ticker.

At some point, I would hope that South Dakota would realize the economic opportunity they have with this project (and others like it) and support the Summit CO2 pipeline. $GPRE $GFGY $HEOL #ethanol

@dmlr53 @Bullstkpicks @puppyeh1 I take from the $ALTO press release that the expansion opportunities is for the CO2 processing facility, not the entire Columbia ethanol plant. This is a positive for potential buyers of the Columbia facility, knowing there is more upside potential for their investment.

@DOMOCAPITAL Definitely more upside to $ALTO with a methanol plant next door.

@DOMOCAPITAL $1.50 per gallon.

@Bullstkpicks @FinanceDave1 I agree with $100M.

@DOMOCAPITAL I see a lot of posts about $PBI. I have not yet looked into it. I’ll put it on the list to look at.

@WinstonV99 March 6's

@WinstonV99 I sold more $6 puts on Friday. 🤑

RT @helgeson_nick: @fightingcorn Thanks for the rundown! Glad I discovered your account, appreciate it.

$GPRE Q1 2024 earning call: “When you take a plant out of Nebraska, like at Central City that starts at 55 or so, and you take 30 off of it for -- minimum 30 off of carbon capture, you're down to 25.” So, 25 CI points under 50 is a 45Z tax credit of $0.50/gal. On 237MGY of ethanol production, this is worth $118.5M/yr ($1.83/share) for 2026 and 2027.

@Braziltrader72 With $ALTO Pekin location next to Chicago, the speciality alcohol production of Pekin is holding the average price per gallon up. Between Chicago and the West Coast, there should be a $0.30/gal spread but Pekin and Western production are both at $2.02/gal.