|Sam: I like Metabolix as a pure play in bio- plastics. I like the fact it has a powerful partner in ADM. As we talked earlier. IMO -It's a story stock right now. I don't think the positive story reached it's full potential in the market yet. However if the market turns negative. I don't think it will treat Metabolix kindly. I will most likely wait before I invest here. I will post it on your board if I do invest it. I'm still thinking, in time, Cargill will bring Natureworks public to help fund it, while keeping a controlling stake. They bought back Dow Chemicals stake awhile back. Bio plastic companies will be under pressure IMO if the price of corn keeps rising.. |
>Do you know of any better ethanol plays around that we can invest in. Keep an eye on the companies Vinod is invested in, possibly coming public, in the near future.
My personal ethanol preferences are ADM, AVR, PEIX, and VSE. I sold all my AVR yesterday as posted in my thread. I now own no pure plays in ethanol. That could change at any time with me.