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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (2489)8/2/2007 9:28:05 PM
From: Shtirlitz  Respond to of 6370
 
I think VSE's advantage is that they are agresssively pushing their E85 fuel. They seem to be getting the lead on that market. Though definitely over the next few years playing field will level out. But at this point it looks better.

the VSE's E85 sales grew almost 100% this quarter, at the same time they broke off their alliance with AVR and seems like it has hurt AVR significantly.

I also like VSE's recent capacity purchase. They seem to have the makings of a leader in the sector, along with ADM. Probably THE pure play leader, considering ADM has very diversified business.

Just IMO.