Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

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 Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you. But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/