Forbes Article Highlights Accelerating Race for Cellulosic Ethanol Production

A June 12th article in Forbes Auto highlights what is becoming a desperate race to produce low cost cellulosic ethanol. As I've prevoiusly reported on this blog, it is clear how disastrous an effect corn based ethanol has had on food inflation without doing much, if anything, to wean us off fossil fuels. With the USDA now reporting falling 2008 corn production, a crisis is in corn based ethanol production is taking hold. The mad rush towards corn based ethanol production of a couple of years ago is likely to be followed by a new rush for cellulosic ethanol production. This race is already in full swing as at least a half a dozen start ups are plowing money into cellulosic ethanol research.

Mark my words:

"Wall Street ANALysts are missing the

boat on the cellulosic ethanol story!"

At some point in the near future this will change and the ANALysts are likely to hop on the bandwagon. Refer to my blog entry on Verenium Corp. for the Sirtuin Investor pure play pick in this arena. Wall Street hasn't caught on yet and thus the current $2.27 VRNM stock price may represent a very favorable entry point with a market cap of only $145 million. According to Yahoo, only two ANALysts currently have ratings on VRNM.

These are the personal views of the Sirtuin Investor and should not be relied upon for your investment decisions. Do not make any investing decisions without first doing your due diligence.