My 12 Mth Target for ARW is $0.35.I have been a long term...

My 12 Mth Target for ARW is $0.35.

I have been a long term shareholder of ARW.
With the current oil price the incentive is there for Major users to buy from ARW.

The obstacle is that due to the Lib Government changing the rules (Midstream) for the end users to receive the Gov rebate App $0.37 Cents per litre the bio must be blended 20% Bio & 80% conventional.
The Picton plant is about 3 Hours south of the terminal (Adelaide plant is next door to ?Caltex Mobil?)
I would suggest ARW would be reluctant to buy conventional blend then on sell because of financing & Price variation exposure etc
Therefore ARW needs to put 20% in a road tanker and then add 80% conventional or have the end user do the mixing.
Therefore the financing of the Customers Bio storage tank and mixing equipment as mentioned is a issue to ARW and the customer.
As mentioned if non blended the rebate is not paid.
From reading all the posts and ARW announcements they are very very close to finalising the blending amortisation (Payback) with major users.

Due to the oil price the payback is there and once ARW finalise the logistics, I, like the new major shareholders can see a very bright future for ARW.

The Fed Gov bending rules are incredibly restrictive one could argue favour the oil majors considering the Bio can be used without blending.

Please do your own thing.