• Michael Bryant
    Time to buy Pacific Ethanol (PEIX) if you haven't already.
    11/27/11
    Reply (7)
    • Tristan R. Brown: Between infrastructure incompatibility/blend wall, cellulosic EtOH infeasibility, food v fuel and ILUC, EtOH companies are poor investments.
      11/27/11
    • Tristan R. Brown: Particularly when so many other solid companies are very attractively valued at present.
      11/27/11
    • Michael Bryant: And what solid companies would those be?
      11/27/11
    • Tristan R. Brown: If not for EU troubles, I'd be buying GE, XOM, EXC, MMM, VMC at these prices.
      11/27/11
    • Tristan R. Brown: PEIX market size is maxed at 10-15% of US gasoline consumption, which the EIA expects to decline over next 20 years. Shrinking market.
      11/27/11
    • deercreekvols: thanks for the information Tristan- this clears up the PEIX question-
      11/27/11
    • John Gowen: I have bought it again, last week.
      11/27/11