ALTO Alto Ingredients Inc

$ALTO another strong quarter with EBITDA north of $20M confirms Co’s transition out of pure ethanol play into profitable essential ingredients. On track for EBITDA around $80M with a market cap of $275M makes this a value play. Implementation of more CI score lowering activities should get EBITDA around $100M. Interested to see how we handle Magic Valley (60M/gallon). Can E15 in CA prompt resumption of Magic Valley or do we sell… may be best to sell and put proceeds into developing additional efficiencies at Pekin. GL! Very Bullish here on Q3 earnings!

$ALTO $VLO Earnings very strong! Focusing on ethanol increasing capacity and lowering CI score. Increasing exports as favorable margins continue to expand in Europe. Super bullish on industry, I expect consolidation as companies look to increase CI and ethanol capacity. Cash flush Co’s such as $VLO $ADM $CVX $XOM will be looking to acquire smaller operators imho. GL! Looking forward to Q3 earnings first week of November $ALTO

$ALTO Sold for a small profit! Will re-enter again if earnings are positive. Good luck to All