Ideas For Now-

Good point how do you feel about ethanol.?

That PEIX has been on a tear the hand sanitizer angle I wasn't falling for but now I realize what is going on. You need ethanol apparently to make dry ice and you need dry ice apparently to transport millions upon million of doses of Vaccine! That's it.
 
Very interesting NY Times article on the logistics of moving the vaccine around... Fed Ex was mentioned of course and Dry Ice (ethanol) and glass vials! Which is Corning.

We can create a mini- portfolio of Ideas For Now which revolve around the vaccine non of which have to be a vaccine maker...
 
Ok this is getting interesting AMTX was that your hand sanitizer play VAN?

It seems these guys have an ethanol plant and basically make more earth friendly bio fuels but they also make that ethanol!!!

Rather undiscovered story compared to PEIX.


Description

Aemetis, Inc. operates as a renewable fuels and bio-chemicals company in North America and India. The company focuses on the acquisition, development, and commercialization of various technologies that replace traditional petroleum-based products primarily through the conversion of ethanol and biodiesel plants into advanced bio refineries. It owns and operates an ethanol facility in the California Central Valley near Modesto; and a renewable chemical and advanced fuel production facility on the East Coast of India. The company sells biodiesel and refined glycerin to transport companies, resellers, distributors, and refiners through its sales force and independent sales agents, as well as to brokers who resell the product to end-users. It also produces ethanol; and wet distiller's grains, distiller's corn oil, and condensed distillers solubles to dairies and feedlots as animal feed. The company was formerly known as AE Biofuels, Inc. and changed its name to Aemetis, Inc. in November 2011. Aemetis, Inc. was founded in 2005 and is headquartered in Cupertino, California.<--------

AMTX--$2.80 UP 7% Fri<-----WATCH
 
Coronavirus Vaccine Makers Are Hunting for Vital Equipment: Glass Vials
The medical quest is hampered by a global shortage of bottles and the special glass they are made from

Agilent Technologies<---- A $99

Santa Clara, CA



Agilent Technologiesof Santa Clara, CA is a manufacturer of life science, diagnostic, and applied chemical products for food, environmental, pharmaceutical, energy, research, and other applications. Agilent’s vials offer a wide range of styles, sizes, and closure methods, and they are certified to be used to store and dispense a number of chemical profiles.
 
stonedinvestor said:
Ok this is getting interesting AMTX was that your hand sanitizer play VAN?

It seems these guys have an ethanol plant and basically make more earth friendly bio fuels but they also make that ethanol!!!

Rather undiscovered story compared to PEIX.


Description

Aemetis, Inc. operates as a renewable fuels and bio-chemicals company in North America and India. The company focuses on the acquisition, development, and commercialization of various technologies that replace traditional petroleum-based products primarily through the conversion of ethanol and biodiesel plants into advanced bio refineries. It owns and operates an ethanol facility in the California Central Valley near Modesto; and a renewable chemical and advanced fuel production facility on the East Coast of India. The company sells biodiesel and refined glycerin to transport companies, resellers, distributors, and refiners through its sales force and independent sales agents, as well as to brokers who resell the product to end-users. It also produces ethanol; and wet distiller's grains, distiller's corn oil, and condensed distillers solubles to dairies and feedlots as animal feed. The company was formerly known as AE Biofuels, Inc. and changed its name to Aemetis, Inc. in November 2011. Aemetis, Inc. was founded in 2005 and is headquartered in Cupertino, California.<--------

AMTX--$2.80 UP 7% Fri<-----WATCH
More...

I did. I found it at $1.88 on some hand sanitizer fda approval. I forgot about this one. They make 60MM gallons/year of ethanol.
Here's the post.
https://elitetrader.com/et/threads/ideas-for-now.343946/page-98#post-5192469


This might be a big one Stoney.
Last years revenue was 195MM and they trade at .17X sales.

It won't take much to move the stock, that's for sure.

A quick glance shows the stock is on the move already, so I bet the word is out in certain circles. Here's an interesting tidbit from 9/4:

They issued 71 subordinated convertible promissory notes, raising $35.5M of low interest investment funds used to create both direct and indirect jobs at their alcohol and fuel ethanol plant in California.

This thing was a $200 stock back in the day.
Great job putting 2 and 2 together here Stoney.
I'll work on this this weekend.
Dry ice/ethanol. Hmph... who'd have thought!?
There's a reason you're gummy-in-chief.
 
stonedinvestor said:
Coronavirus Vaccine Makers Are Hunting for Vital Equipment: Glass Vials
The medical quest is hampered by a global shortage of bottles and the special glass they are made from

Agilent Technologies<---- A $99

Santa Clara, CA



Agilent Technologiesof Santa Clara, CA is a manufacturer of life science, diagnostic, and applied chemical products for food, environmental, pharmaceutical, energy, research, and other applications. Agilent’s vials offer a wide range of styles, sizes, and closure methods, and they are certified to be used to store and dispense a number of chemical profiles.
More...


Remember way back in May I asked you about this stuff and you came up with Agilent.
Gummyvision.



vanzandt said:
Stoney....
I know you like the whole biotech thing, and you seem somewhat informed in the area.

I was watching some news clip and they were talking about vaccines etc and in the background they were running file footage of labs making various vaccines. I was looking at that equipment. That is some very precision high tech stuff. Its not like running an automobile down an assembly line by any means. I mean that is some highly specialized machinery.

Where am I going with this? If 9-11 is any guide, and I think it is... going forward the threat of another Covid-type bug or worse, is gonna be a real concern. They are saying that the tech required to replicate something nasty like this is easier now than it ever was in the wrong hands. Its a very real threat.

No matter who gets elected in November, they are going to have to seriously increase the amount of labs required for the production of vaccines. They're gonna have to build more, even if they wind up being underused. We have no choice. Just like 9-11, they'll once again have to plan and allow for the worst case scenario. Money will be no object and this has shown we have to have the capability to produce 10's of millions of whatever antidote is required in a very short period of time.

What's the play? I think its the companies that make those machines. I have no idea what companies that would be. Or if they are even public. But somebody is making that stuff... and they are going to be getting some big orders and lucrative government contracts here real soon.

Thought I'd throw it out there for ya if you wanted to do some digging. Be interested to see what you turn up.
ttyl
More...
 
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