Added to YB: 2026-07-21
Pitch date: 2026-07-21
FF [bullish]
FutureFuel Corp.
-1%
current return
Author Info
Company Info
FutureFuel Corp., together with its subsidiaries, manufactures and sells diversified inorganic chemicals, bio-based fuel, and bio-based specialty chemical products in the United States.
Market Cap
$214.9M
Pitch Price
$5.00
Price Target
N/A
Dividend
0.82%
EV/EBITDA
-4.33
P/E
-4.11
EV/Sales
1.75
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
RI(N)sing higher
FF: $210M microcap w/ biofuel + chemicals, both inflecting from cyclical lows. RIN prices near ATH ($2.40) as EPA 'Set 2' mandate tightens supply. Biodiesel now $1/gal gross profit vs idled 2025; 45Z sale implies 38M gal 2026 (vs 9M). Est ~half EV in cash over 2.5-3yrs, buybacks + special divs. Chemicals recovering, customer-funded capacity, 1,700 unused acres. No debt, low float, under radar. Heads I win, tails don't lose much.
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