PLP

Biofuels Professor Says Corn Will Never Work

Here is what I'm drawing from this article.
1. Corn based ethanol and everything associated with it is a bust.
2. Sugar cane ethanol as exhibited by Brazil is the future.

So

1. Probably the US will stop investing/producing in corn ethanol.
2. Probably the US will need to drop the tariff on Brazil ethanol imports.

To me that means Cosan (CZZ) is looking good.
CZZ is the largest producer of ethanol in Brazil. Half of Brazil's collective gas tank is ethanol, half is gasoline. The ethanol business in Brazil requires no government supports. CZZ is a triple play because it is the largest sugar producer in Brazil, largest ethanol producer in Brazil, and the by-product of both is bagasse which is being sold to burn in electricty producing turbines. CZZ is around $12/share.

CZZ looks like a fantastic buy - can somene please tell me where I'm wrong?

Oilsands Quest: What's in a Name?

"Oilsands Quest" It's really fits - they're on a neverending quest for oilsands but never take 1 drop out from the ground.

One year from now they'll be renaming their oilfields, releasing more meaningless announcements, drilling more test holes, and people like the author of this article will be writing articles just as meaningless articles as the above posting.

Rio Tinto: Potential Takeover Priced In

How about some more info on Fortescue Metals Group (FMG.AX or FSUMK.PK)?

I see they are fighting for rail access on public railroads which BHP thinks they own.

Is China's investment in FMG enough to recommend buyers to stay away?

The recent 10 to 1 stock split seemed a little excessive - what was behind it?