Just present the facts ... like it or lump it I hate to see folks rush into dubious investment themes. Tried to warn the grains based biofuel mob ... check out the charts for AAE and ARW.
I see the same fate ahead for COZ and I accept it is hard for folks to accept they have made bad investment decisions, but it takes a level head to cop it on the chin and preserve capital before more is lost.
SOI may have a profitable future ahead but the inflation of feedstocks (cane waste and palm kernel by-products) will not have been accounted for in their business model no matter what. A patent doesn't protect you from feedstock inflation ... the developments in fertilizer markets certainly would not have been predicted by SOI. Ring your directors up ... ask some discerning questions ... you owe your investment that at the very least.
You can thank ForrestAssan for my attention to this one ...
Position wise I don't own and don't plan to own. Its not a sound investment strategy to be short the fertiliser sector ... ie betting on nutrients remaining cheap.
SOI Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Not Held
