Mr China Investiment
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AMEX...
che ne pensate?
che ne pensate?
Otd - Etanolo
- Creatore Discussione Mr China Investiment
- Data di inizio
Mr China Investiment
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blackthe ha scritto:
a fondamentali non è un granchè...però....
graficamente non ti sembra u pò stanca????
foxfarenle
LA VITA è BELLA !!
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Mr China Investiment ha scritto:
certo che al livello attuale ha già fatto un tondo 180%
Ma!
Se avesse imboccato (ancora molto lontano 3.04) la strada x disegnare il punto 3 del wolfe?
ciao a tutti,
volevo dirvi che ho appena inserito questo titolo nel thread settori di ws del momento
infatti questo settore insieme a quello del voip
è uno dei piu' interessanti
in particolare il migliore del biodiesel - etanolo è OTD
che appena partito ora sta' ritracciando con pulback
un +100% ci sta' tutto
volevo dirvi che ho appena inserito questo titolo nel thread settori di ws del momento
infatti questo settore insieme a quello del voip
è uno dei piu' interessanti
in particolare il migliore del biodiesel - etanolo è OTD
che appena partito ora sta' ritracciando con pulback
un +100% ci sta' tutto
dagoweb
Brigata Falkland
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Mr China Investiment
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bene hanno rintracciato bene...ancora un piccolo sforzo....1.50
Mr China Investiment
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la sto seguendo a vista....1.51...mi piacerebbe
upMalthus ha scritto:
ieri ha chiuso 1,36 perdendo il 19%
io non me la sono sentita di entrare... perchè. immagino come pensano anche altri il momento non sembra davvero il migliore...
cmq oggi ha aperto in live ribasso...
di tutti quelli che erano interessati all'analisi di Eternity non c'è rimasto nessuno?
Mr China Investiment
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Malthus ha scritto:up
adesso 1,26....
insomma sembra in caduta libera e guardando il book c'è spazio per fare anche molto peggio...
francamente a questo punto, in assenza di analisi aggiornate, meglio stare a guardare
esatto segue PEIX
coffeman
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mi è arrivata questa email dateci un occhiata
Sorry for not sending out any updates during the recent days.
I have spent the past week doing research on PEIX and I have loaded up with PEIX put options.
We have had a lot of success with ethanol stocks. Most recently on Wednesday our DIL hit a new 52-week high of $9.06 up 199% since I made it my stock to watch on October 11th at $3.03.
Now I believe some ethanol stocks will start to turn in the other direction.
PEIX closed last week at $42. I believe it is about to tank big time! This could possibly be the most overvalued stock in the history of the world!!!
PEIX currently has 32 million shares outstanding. If the outstanding preferred shares were converted into common shares it would equal 42.5 million total shares outstanding or a $1.8 billion market cap at the current levels.
PEIX right now is a reseller of ethanol. The company does not yet produce any ethanol. They simply resell ethanol from other companies. They did $87.6 million in revenues last year with a measly gross profit of $3.16 million. This means their gross margins are only 3.6%. They had a net loss last year of $9.9 million.
PEIX is currently constructing one ethanol plant in California with plans to construct four additional ethanol plants by the end of 2008.
In order to make ethanol you need to use corn. The supply of corn in the US is being depleted to nothing. By mid-2008 there won't be any more corn in inventory. With the demand for corn going up, corn prices are going up.
With high corn prices it is going to be very expensive to produce ethanol. In fact, it will be so expensive to produce ethanol that the price for ethanol will be much higher than gasoline.
It will be even more expensive for PEIX considering that they will have to ship over all of their corn supplies by train from the Midwest.
Also remember that despite high oil prices, oil companies are making such huge profits in the US that they have the ability to drop gasoline prices to anything they please. There simply is no way that ethanol companies will be able to compete with the major oil companies.
PEIX will be secretly reporting first quarter results on Monday. The company never publicly released this earnings date and there will be no conference call. I expect earnings to be really bad and for the stock to sell off.
President Bush is pushing to remove the US tariff on ethanol imports. This will allow the US to import ethanol without paying any taxes which will kill any chances US ethanol companies ever had of making a profit.
Only 600 out of 180,000 gas stations in the US have E85 pumps (85% ethanol, 15% gasoline). Only 5% of cars in the US can use E85. This is easy to understand considering how expensive E85 will be and how it gets much lower miles per gallon than gasoline.
Many investors buying PEIX hope that one day it might get bought out by a major oil company. Nobody is going to buy out PEIX when they have nothing to get bought out. Nobody is going to pay $1.8 billion for a company that doesn't even have an ethanol plant in production. Anybody can build an ethanol plant the size of the one PEIX is constructing for only $50 million.
Anybody can get into the ethanol production business. There are no barriers to entry. You can even buy a $1,500 kit to make your own ethanol in your backyard.
Who cares if Bill Gates owns 25% of PEIX. Bill Gates bought his shares for only $8. He is not a good investor. Look how bad MSFT is doing. Warren Buffet is a good investor. He would never touch PEIX.
Look how many insiders are selling PEIX. During the past few months, hundreds of millions of dollars worth of shares have been sold by insiders. There is more insider selling in PEIX than almost any other stock in the entire market. When Bill Gates invested into PEIX it had a clause that all PEIX executives had to lock up a large amount of their shares. Many PEIX executives have been resigning so that it is easier for them to dump their shares into the market.
The only reason PEIX is running is because of the public hype and shorts being squeezed. Most people investing into PEIX have no idea that PEIX is nothing more than a public shell with the word "Ethanol" in their name.
PEIX has a $1.8 billion market cap when they have only 22 employees. They are not even up-to-date with their public filings.
Back in 1996 more than 75% of ethanol producers went bankrupt and it will happen again soon. If the US ever converts to another form of fuel it will be hydrogen.
It is always time to sell when the hype gets the biggest. Right now PEIX is at the top. It is impossible for the hype to get any bigger than it is right now. Everything that could possibly happen good is already factored into PEIX's share price.
There are so many ethanol plants being constructed right now that profit margins will be razor thin. If the owners of these other ethanol plants were smart, they would've merged their companies into public shells and cashed out hundreds of millions of dollars like PEIX's management did.
Ethanol is one of the biggest scams ever to be perpetrated on America and everybody will soon realize this.
Sorry for not sending out any updates during the recent days.
I have spent the past week doing research on PEIX and I have loaded up with PEIX put options.
We have had a lot of success with ethanol stocks. Most recently on Wednesday our DIL hit a new 52-week high of $9.06 up 199% since I made it my stock to watch on October 11th at $3.03.
Now I believe some ethanol stocks will start to turn in the other direction.
PEIX closed last week at $42. I believe it is about to tank big time! This could possibly be the most overvalued stock in the history of the world!!!
PEIX currently has 32 million shares outstanding. If the outstanding preferred shares were converted into common shares it would equal 42.5 million total shares outstanding or a $1.8 billion market cap at the current levels.
PEIX right now is a reseller of ethanol. The company does not yet produce any ethanol. They simply resell ethanol from other companies. They did $87.6 million in revenues last year with a measly gross profit of $3.16 million. This means their gross margins are only 3.6%. They had a net loss last year of $9.9 million.
PEIX is currently constructing one ethanol plant in California with plans to construct four additional ethanol plants by the end of 2008.
In order to make ethanol you need to use corn. The supply of corn in the US is being depleted to nothing. By mid-2008 there won't be any more corn in inventory. With the demand for corn going up, corn prices are going up.
With high corn prices it is going to be very expensive to produce ethanol. In fact, it will be so expensive to produce ethanol that the price for ethanol will be much higher than gasoline.
It will be even more expensive for PEIX considering that they will have to ship over all of their corn supplies by train from the Midwest.
Also remember that despite high oil prices, oil companies are making such huge profits in the US that they have the ability to drop gasoline prices to anything they please. There simply is no way that ethanol companies will be able to compete with the major oil companies.
PEIX will be secretly reporting first quarter results on Monday. The company never publicly released this earnings date and there will be no conference call. I expect earnings to be really bad and for the stock to sell off.
President Bush is pushing to remove the US tariff on ethanol imports. This will allow the US to import ethanol without paying any taxes which will kill any chances US ethanol companies ever had of making a profit.
Only 600 out of 180,000 gas stations in the US have E85 pumps (85% ethanol, 15% gasoline). Only 5% of cars in the US can use E85. This is easy to understand considering how expensive E85 will be and how it gets much lower miles per gallon than gasoline.
Many investors buying PEIX hope that one day it might get bought out by a major oil company. Nobody is going to buy out PEIX when they have nothing to get bought out. Nobody is going to pay $1.8 billion for a company that doesn't even have an ethanol plant in production. Anybody can build an ethanol plant the size of the one PEIX is constructing for only $50 million.
Anybody can get into the ethanol production business. There are no barriers to entry. You can even buy a $1,500 kit to make your own ethanol in your backyard.
Who cares if Bill Gates owns 25% of PEIX. Bill Gates bought his shares for only $8. He is not a good investor. Look how bad MSFT is doing. Warren Buffet is a good investor. He would never touch PEIX.
Look how many insiders are selling PEIX. During the past few months, hundreds of millions of dollars worth of shares have been sold by insiders. There is more insider selling in PEIX than almost any other stock in the entire market. When Bill Gates invested into PEIX it had a clause that all PEIX executives had to lock up a large amount of their shares. Many PEIX executives have been resigning so that it is easier for them to dump their shares into the market.
The only reason PEIX is running is because of the public hype and shorts being squeezed. Most people investing into PEIX have no idea that PEIX is nothing more than a public shell with the word "Ethanol" in their name.
PEIX has a $1.8 billion market cap when they have only 22 employees. They are not even up-to-date with their public filings.
Back in 1996 more than 75% of ethanol producers went bankrupt and it will happen again soon. If the US ever converts to another form of fuel it will be hydrogen.
It is always time to sell when the hype gets the biggest. Right now PEIX is at the top. It is impossible for the hype to get any bigger than it is right now. Everything that could possibly happen good is already factored into PEIX's share price.
There are so many ethanol plants being constructed right now that profit margins will be razor thin. If the owners of these other ethanol plants were smart, they would've merged their companies into public shells and cashed out hundreds of millions of dollars like PEIX's management did.
Ethanol is one of the biggest scams ever to be perpetrated on America and everybody will soon realize this.
oh finalmente! grazie china dell'attenzione
cmq ecco la trimestrale:
OTD http://biz.yahoo.com/iw/060516/0129627.html
cmq ecco la trimestrale:
OTD http://biz.yahoo.com/iw/060516/0129627.html
coffeman
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oggi
Last night I alerted you about PEIX. I told you that I believe it is the most overvalued stock in the world and a huge sell-off is coming.
The sell-off started today.
PEIX finished today down $4.12 to $37.88 on huge volume of almost 7 million.
My put options that I started buying last week at $1.20 hit a high today of $4.
This morning a guest on CNBC said that PEIX has not yet produced one drop of ethanol and the stock has gotten way ahead of itself.
A very negative article is about to come out about ethanol in Newsweek.
http://yahoo.businessweek.com/magazine/content/06_21/b3985084.htm
The article says, "Fuel made from 85% ethanol and 15% gas, or E85, now costs more than gasoline in many markets. Throw in the fact that it is 25% less efficient than gasoline, and the consumer's bill at the pump is much more. A Chevrolet Tahoe SUV running on E85 costs about $3,500 a year to fuel at $3 a gallon, an $800 premium over the cost to run an all-gas model."
PEIX announced their first quarter results after the close.
Their Madera plant that is being built was given a $30.7 million valuation on the balance sheet. The market cap of PEIX stock right now is $1.6 billion. Hmm, it is not like PEIX has any kind of special technology that nobody else has. Anybody can build an ethanol plant like PEIX is building for $50 million.
PEIX's ethanol reselling business had revenues of $38.2 million. Their gross margins were 6% up from average historical gross margins of 2% to 4.4%. However, PEIX said that their "future gross profit margins may be lower than average historical levels".
Very interesting from the report is that prior to doing the reverse merger, PEIX sold 7 million shares of stock to 63 accredited investors for $3 per share. The investors also got 1.4 million warrants to purchase shares at $3.
The deal PEIX did with Bill Gate's hedge fund was for 5.25 million preferred shares priced at $16 per share. Each preferred share can be converted to 2 common shares which means in reality the money was raised at $8 per share.
Obviously PEIX management believes the stock should be valued between $3 and $8 per share. This explains why they have been dumping hundreds of millions of dollars worth of stock during the recent months.
This sell-off is going to continue. The chart looks extremely bearish. The people that bought at $44 are about to start receiving margin calls and will be forced to sell.
Last night I alerted you about PEIX. I told you that I believe it is the most overvalued stock in the world and a huge sell-off is coming.
The sell-off started today.
PEIX finished today down $4.12 to $37.88 on huge volume of almost 7 million.
My put options that I started buying last week at $1.20 hit a high today of $4.
This morning a guest on CNBC said that PEIX has not yet produced one drop of ethanol and the stock has gotten way ahead of itself.
A very negative article is about to come out about ethanol in Newsweek.
http://yahoo.businessweek.com/magazine/content/06_21/b3985084.htm
The article says, "Fuel made from 85% ethanol and 15% gas, or E85, now costs more than gasoline in many markets. Throw in the fact that it is 25% less efficient than gasoline, and the consumer's bill at the pump is much more. A Chevrolet Tahoe SUV running on E85 costs about $3,500 a year to fuel at $3 a gallon, an $800 premium over the cost to run an all-gas model."
PEIX announced their first quarter results after the close.
Their Madera plant that is being built was given a $30.7 million valuation on the balance sheet. The market cap of PEIX stock right now is $1.6 billion. Hmm, it is not like PEIX has any kind of special technology that nobody else has. Anybody can build an ethanol plant like PEIX is building for $50 million.
PEIX's ethanol reselling business had revenues of $38.2 million. Their gross margins were 6% up from average historical gross margins of 2% to 4.4%. However, PEIX said that their "future gross profit margins may be lower than average historical levels".
Very interesting from the report is that prior to doing the reverse merger, PEIX sold 7 million shares of stock to 63 accredited investors for $3 per share. The investors also got 1.4 million warrants to purchase shares at $3.
The deal PEIX did with Bill Gate's hedge fund was for 5.25 million preferred shares priced at $16 per share. Each preferred share can be converted to 2 common shares which means in reality the money was raised at $8 per share.
Obviously PEIX management believes the stock should be valued between $3 and $8 per share. This explains why they have been dumping hundreds of millions of dollars worth of stock during the recent months.
This sell-off is going to continue. The chart looks extremely bearish. The people that bought at $44 are about to start receiving margin calls and will be forced to sell.