Nov. 7 at 12:33 PM
$ALTO the 2026 carbon 🦄 at 2016 prices. Wall st is wrong on this one .
HC Wainwright: “ALTO is the cheapest carbon-play in biofuels.
$5 PT = 3.5× today.”
$REX CEO (Q3 call): “We looked at CCS… capex too high. Sticking to dry-mill.”
$GPRE slide 42: “Protein > carbon for us.” → No 45Q timeline.