Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to share his latest idea: Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alcohols and essential ingredients. On June 29, 2023, Jeremy published "An Open Letter to the Board of Alto Ingredients, Inc." on his website (link below), where he outlines strategic alternatives for the company.
For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/
Jeremy's Letter to $ALTO management: https://rapercapital.com/2023/06/29/an-open-letter-to-the-board-of-alto-ingredients-inc/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:59] Alto Ingredients $ALTO background, overview and why Jeremy is interested
[14:34] Carbon capture and sequestration
[18:41] What Jeremy wants the company to do - outlines strategic alternatives
[24:53] Valuation and why $ALTO should be an acquisition target
[28:51] $ALTO political risk on subsidies
[35:00] $ALTO management risk and alignment
[42:41] Final thoughts on $ALTO
[44:52] Update on $FAR.AX
[49:07] The struggle investing in commodity-focused businesses: looking at coal and oil & gas sectors
Today's episode is sponsored by: Stream by Alphasense
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