
"FutureFuel stands in an awkward but interesting spot: too chemical for energy investors, too energy-linked for chemical investors. The market sees a stranded biodiesel producer; in reality, it’s a cash-conservative manufacturer with embedded optionality on the clean-fuel rebound. If management keeps execution tight and the policy environment normalizes, this could quietly double or triple from current levels. Not in one quarter, but over a cycle."
A Boring Chemical Stock That Could Explode Once the Rules Change
FutureFuel Corporation: A Forgotten Small Cap with Two Engines
October 15, 2025
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