Monday, March 26, 2012

Pork Network

Dr Rob Musser began the day with data on how DDGS is changing as ethanol plants alter their production practices. In March of 2011 he estimated that there were 132 ethanol plants in the US producing DDGS as a co-product. Of these plants, greater than 80% were not extracting any corn oil from the thin stillage flow following the fermentation process.

In contrast, this year he listed 143 ethanol plants with DDGS as a co-product. Almost 40% of the plants are now doing some form of corn oil extraction. The result of this growth is corn oil removal can be seen from their data. In March of 2011, DDGS samples averaged 10.0% crude fat. This year they are averaging 9.3% and he predicted that in 2013 the average will drop to 8.5%.

The good news – he thinks the value (total energy) will be higher than what you would predict if you only relied on the lower fat level as a predictor.

See all Here
SkunK
PS.  Did not know pork even had a network?  I think the figure is now beyond 40%.  The corn oil extraction market is literally exploding in 2012.  If they do not have COES already, management teams are having to explain two things to their stakeholders:
1.  Why not? 
2.  When will they have it?

I fully expect certified smart people (financial analysis types) to enter the COE play shortly.  (Over next few months)  I also expect subtle things in the Annual Report to reflect our new expanded audience.  Having speculated here for some 5 years and having blogged 1094 times about corn oil extraction and GreenShift over the past 4 years and one month, I no longer feel like I am two steps ahead of the herd.  A single step perhaps.  But the herd is definitely on the move and it is coming this way.  I expect the herd to eat the green (shift) grass when it gets here, but that remains to be seen.    In the mean time I will have to put up with my own (repulsive) self-image being a (disdain) "investor" rather than a true cowboy "speculator". lol

psbs  Sorry to only have 4 choices for the Revenue poll.  The blogger gadget normally lets me add choices past 4 but after the last "improvement" that feature no longer works.  If you wonder about the text of some of the possible answers, traditionally I try to give voice to the full spectrum of blog readers.

22 comments:

Anonymous said...

Wouldn't it be great if greenshift filed suit against nobody for defamation on behalf of their investors!

Anonymous said...

They will! Trust me on that one! Nobody has a nice surprise coming. FACT!

nobody123789 said...

After careful consideration of the FACTS, I-Hub administrators have reestablished the above referenced posts that have been deleted by a certain someone (an I-Hub moderator) that feels all negative REAL FACTS need to be suppressed. I cannot imagine why people who are investing their own money do not want to know documented FACTS that impact their investment; even if they are not consistent with their world view. Maybe they are truly ostriches in human form? I hope the newbies that the Skunk believes are headed into our green pastures bring revitalization for legitimate inquiry to our boards and our company.

Anonymous said...

what you predict on revenue poll nobody?

Anonymous said...

an what do you pick skunk will see whos right

nobody123789 said...

Now threats! You realize that you absolutely impeach yourself as having any value to these discussions?

Anonymous said...

Nobody,

You day is coming in a sense that your true colors and stupidity will show!

Anonymous said...

Who cares?

Anonymous said...

Nobody,

Why you bother to post where no one wants to read your thoughts? Why when everyone is getting excited or hopeful, you want to be the spoiler? Your intentions are pretty clear here.

By the way, what do you do for work and if not, what did you do? I don't expect an honest answer from you but I'll take a shot anyway.

Anonymous said...

Nobody I would suggest you get a new computer and a new ip. The sort of stunts you are pulling finra can subpeona googles records for manipulating stock prices. Your tactics are illegal according to recent sec laws.

Anonymous said...

Oh and did I mention there's several people who have contacted them already

Anonymous said...

I don't necessarily disagree with u but its easy to hide behind an anonymous moniker

Anonymous said...

Boy I bet that scares nobody that big bad Kevin and his band of thieves are coming.... First off the ip only routes back to you ISP if they hand over that they violate privacy acts which opens the ISP to lawsuits. you guys are brain dead?

Anonymous said...

Privacy act doesn't apply when a crime is being committed. That's how cops can catch child pornographers. Sheesh talk about a bright one here.

nobody123789 said...

The only SEC investigations that are required are for the brainless, blind pumpers that intend to promote the value of their holdings without one iota of evidence to support their claims. A little hope, followed by a little hysteria, followed by factual calamity sets up unsuspecting investors for a fall. My crime HERE is to bring factual perspective, and that being a crime HERE says everything about some "investors" here. I hope to have a response from REX American today. If that is negative, some here will call for a congressional instigation. This is becoming a religion to many; one poster actually stated that he is going to take some of his shares to his grave with him out of respect for KK. Come on folks, let's get rebalanced and calibrated back to reality.

Anonymous said...

Nobody stil has not answered my questions as for what he does or did for work.

Nobody, why are you still here where no one wants you around? Want to answer this question?

Again, everyone knows what your intentions are. You're not that bright. Only good thing your good at is spelling.

Anonymous said...

I challenge you nobody to find one other company under 1$ pps that is profitable and is current with their sec reporting. I've read total's posts and your posts his has 10x the truth in it than yours. And if your so intellectual why do you need to twist everyones quotes. Or is it just your pea brain can't understand what is actually being said. For example you claimed total stated it was adm when actually he was guessing just like everyone else and I do recall he made other guesses. Why do you always post nothing good you never do any dd and all you do is run the company down and others. Don't be a menace!

Anonymous said...

is nobody attacking himself tryen to disrupt distract an make skunk shut down comment box

nobody123789 said...

If you are going to say someting inane, please try to make it intelligible with decent spelling and grammar; just decent will do. Please. Nothing like unintelligible graffiti -- no art in that.

Anonymous said...

the more you talk the dumber you sound

nobody123789 said...

Don't you have better things to do with your time, like sleep in the early morning?

Anonymous said...

you wanna watch me sleep?? creeepy

 
Free Blog CounterTamron