I am a holder of AMU & ARW and follow ARW very closely.
ARW must be impacting on AMU but I see ARW as a TURNAROUND
5.4 Mil Grant very Close.
Sales Contracts with the Oil Majors very Close.
Already has Sales form Adelaide Plant Running at App 90%
Grant and placement gives ARW the money to Fine tune & make them Cash Positive.
100% Tallow is Unique and Tallow is Dropping.
New Proactive Management J. Lillywhite.
Adelaide Plant Running & Perth Plant Should now be running. March Update.
In plant technical expertise.
Profitable in July after Fine Tuning.
Third Plant for Brisbane possible.
Room to Expand Adelaide & Perth Plant.
USA Licence and 1st plant in Mexico at feasibility stage but with the US Gov incentives should go.
Separate USA Company no Drag on ARW Aust.
Must be TAKEOVER TARGET maybe with AMU both running with the current Share price below asset value.
Negatives.
App 60% of the shares controlled buy AMU, M.D, One Super Find, Myer Family. Shares out of Escrow Early May 07.
Out Of Favour with the Market.
Aust Biodiesel hitting record lows and mothballing a plant.
Suffered from Delays Cost overruns and bad project management thus share price.
Please not I am bias with reasonable exposure, but some of the Major Shareholders are no fools.
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