Long Shot: An Emerging Biofuel Play

Real Money Pro's Long Shot column is dedicated to trading ideas that are highly risky, but which present an opportunity for significant payoff if they work. Such ideas are sometimes characterized as "lottery tickets" and are for only the most risk-tolerant investors, as the potential for 100% loss is high.

The last year has been the start of what I am calling "Biofuels 2.0," as the wreckage of the ethanol bubble gives way to a second generation of biofuel names that use more interesting technologies beyond simply distilling corn mash. In the last year, we saw the public debuts of Codexis (CDXS), Amyris (AMRS), Gevo (GEVO), Solazyme (SZYM), and KiOR (KIOR). These companies all sport some variation on what they do (produce enzymes or oils for others to build and operate refineries), what they will produce (ethanol, oil, jet fuels, etc.), and who they have as partners and customers....897 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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