+ Watch KIOR
on My Watchlist
Khosla's not stupid.
An emotionally-driven sell-off fueled by limited information since the last quarterly vanished this week as Kior announced that current production is on-track with updated guidance. Kholsa is on board with the Columbus 2 plant, quieting fears of heavy dilution. It is also in Kior's interest to raise capital, and thus impress the market with staying on track with recent guidance for 2 million gallons this year.
Sound technology, ramping up production is Kior's biggest issue. Shortfall during plant commissioning drove price down.
Stock took a recent hit with the earnings call. They're down, but not out. Moderate risk for massive gains.
Europe and insecurity about the RFS 2 have pushed the price down to a level of extreme attractiveness. The price is at an all-time low.Meanwhile their first factory is coming online, proving scalability and showing what a great product they are making.All signals are pointing to the fact, that this is going to be a success.. nobody is asking the question why management is already planning, and ordering the Natchez facility (3 times as big and at least twice as expensive) without any money in the coffers! The reason is.. inside investors and partners are so confident in this technology that they have already quietly committed themselves to funding the next facility!DOE’s report “Energy Efficiency & Renewable Energy” http://www.usbiomassboard.gov/pdfs/tac_design_case_haq.pdfhas pyrolysis thoroughly and utterly beating the other forms of production in the long term.The management has proven to be able to get things done on time and within budget and have a sound business plan for the coming years.Start of production (within 2 months Ramp-up and 4 months of facility tuning) should definitely be a trigger for this stock!
I don't know why there are comments saying KiOR's process is not economically viable. They have demonstrated their process at scale and can sell their product UNSUBSIDIZED against oil at $100 per barrell. Their feedstock costs are currently $0.30 per gallon for their product, which they sell at >$3 per gallon.
Their oil derives from a biomass that is heavy on woodchips. The pursuit of using wood to create this fuel is unsustainable.
alternative energy requires government backing. governments are broke. elementary my dear watson.
Now this is one overvalued business! The only thing that this company is good at is burning through cash.
I think KiOR has some promise if the commercial refineries work as well as they are estimated to. I like the business strategy of the company and I think it can be tremendously profitable.
Disruption!A breakthrough technology like this could shake the market.
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