BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

Renewable Energy Group (REGI):  Sell Short

REGI: Widening Margin Fuels Outperformance

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

Renewable Energy Group / Equity Bottom-Up

<ul>
<li>REGI is increasing its downstream business through the acquisition of Amber Resources. The commercial distributor gives REGI a foothold within one of REGI’s most important renewable diesel markets, California</li>
<li>REGI’s management has been trying to broaden the Company’s downstream reach to capture more of the margin in selling renewable and biomass-based diesel.</li>
<li>The more than 60 million gallons of diesel sold per year by Amber Resources would fuel a margin expansion opportunity</li>
</ul>


REGI is increasing its downstream business through the acquisition of Amber Resources. The commercial distributor gives REGI a foothold within one of REGI’s most important renewable diesel markets, California
REGI’s management has been trying to broaden the Company’s downstream reach to capture more of the margin in selling renewable and biomass-based diesel.
The more than 60 million gallons of diesel sold per year by Amber Resources would fuel a margin expansion opportunity


Renewable Energy Group

REGI: Downstream Acquisition Is Catalyst