Today in Biofuels Opinion: “However, if you believe ethanol has a future, Rex Stores (RSC) is a low-risk (dare I say “no risk”) way to invest in the industry.”

Patti Glaza, CEO, CTSI: “While prospects of global climate legislation by Copenhagen are dim, the new Congress is still moving relatively quickly on domestic carbon legislation.  The Waxman-Markey bill (HR 2454) has passed out of the House Energy & Commerce Committee, but has a long road ahead before getting to the floor for a vote.”

“Clumsy Rick” in Seeking Alpha: “I won’t argue the economics or outlook for ethanol as there has been plenty written about it recently and I am no expert in alternative energy. However, if you believe ethanol has a future, Rex Stores (RSC) is a low-risk (dare I say “no risk”) way to invest in the industry. Rex’s cash of $9.50-$10.50/share nearly equals the current stock price. Real estate and other assets could be worth an additional $7.00 per share. Thus, at $10/share, investors get interest in various ethanol assets of approximately 139 million gallons per year (mgpy) production at name plate capacity for free.”

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