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Thesis: REX American Resources: the story is balanced — Ethanol crush spread margins - differential between CBOT ethanol futures and corn futures plus distillers grains pricing
value - Stock trades at 1.7x sales and 2.0x book with 55% one-year return reflecting recovery from depressed crush margins.
Low direct sensitivity given minimal debt (0.04 D/E ratio) and limited financing costs.
Watch on earnings: CBOT ethanol futures prices ($/gallon) and implied crush spreads versus corn futures, USDA corn production estimates, ending stocks, and stocks-to-use ratios from monthly WASDE reports, Weekly EIA ethanol production data and inventory levels - industry utilization rates.
One Sentence Summary:
REX American Resources: the story is balanced — ethanol crush spread margins - differential between cbot ethanol futures and corn futures plus distillers grains pricing.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.