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Non-Tech : Metabolix [MBLX] a Full Disclosure Thread

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To: richardred who wrote (10)11/18/2006 1:35:38 PM
From: Sam Citron  Read Replies (1) of 78
 
I'm still thinking, in time, Cargill will bring Natureworks public to help fund it

I don't agree. Cargill generates googles of dollars from mature commodity markets -- more than enough to fund this rising star.

They would much rather keep it private and opaque.

Bio plastic companies will be under pressure IMO if the price of corn keeps rising.

It just hastens the trajectory to switchgrass and other crops, which will greatly benefit MBLX.

I think the risk is in not owning MBLX, Rick. I don't uinderstand why you are not onboard.

Why do you like the ethanol refiners so much? These are the ones most vulnerable to higher corn and lower petroleum prices. They could get caught in a rather nasty squeeze unless they are carefully hedged.

Are they?

Sam

FD: 800
(+ 100 MOS)
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