Added to YB: 2026-08-11
Pitch date: 2026-08-08
REX [neutral]
REX American Resources Corporation
+1.12%
current return
Author Info
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Company Info
REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States.
Market Cap
$1.4B
Pitch Price
$42.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.20
P/E
15.24
EV/Sales
1.77
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Company a Day #19: Rex American Resources
REX (deep dive): Corn ethanol producer controlling One Earth (IL) & NuGen (SD) plants plus Big River minority stakes. Bull: efficient Corn Belt biorefineries, co-product diversification (feed, corn oil), CCS project could reposition as low-carbon fuel. Bear: commodity spread & policy-dependent (RFS, clean-fuel credits); CCS needs Class VI permits, pipeline authority; customer concentration, rail risk, EV threat, succession risk.
Read full article (34 min)