max the sates rep & biodiesal infrastructure

I understand Max is in Adelaide this week and is visiting customers and opportunities in Sydney & Melbourne next week.
The Oil majors BioFuel decision makers are in the appropriate head offices.

In 2008 the Oil majors have spent a fortune putting the infrastructure in for Ethanol (Due to Government mandates) and 2009 will be the Biodiesal infrastructure CAPEX year.

The Liberal governments 80/20 rule before getting the tax rebate and the perception those Biodiesal users a large percentage of FOOD in the production process makes it hard. Some of the Bio diesel producers use food so it would be difficult for the government to single out ARW for special consideration.

Please note that ARW uses 80% plus tallow which is NOT FOOD and 10% to 20% Canola (FOOD)

In reviewing the reduction in the tallow price I assume ARW has a very competitive price and I trust Max can turn this into orders and a expanding direction for ARW.

With the 80/20 rule the Oil Majors can add upto 20% Biodiesal which should be substantially cheaper. Clearly in reading the Caltex latest profit Ethanol has added to profit therefore so will Biodiesal.

As Max makes his “Sales Calls” it will be interesting to watch the Share price it is interesting to note it has already moved upwards since Max’s marketing plan has begun.

I am a big fan and 2009 will be ARW’s year.

Please do your own research.