Epstein Secrets

Turning cash flow positive Improving industry dynamics Company Profile: • A leading provider of renewable fuels that primarily operates in the Western US • Vertically integrated operations spanning production, storage and delivery • Low-cost provider while demand growth is outpacing supply Sele

• Board/Mgmt role • M&A Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal. Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Update

rning cash flow positive • Improving industry dynamics Company Profile: • A leading provider of renewable fuels that primarily operates in the Western US • Vertically integrated operations spanning production, storage and delivery • Low-cost provider while demand growth is outpacing supply Sele

ations • Board/Mgmt role • Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal, Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Updates

2012 Apr Jul Oct 2013 Apr Jul Turnaround Catalysts: Company Profile: A leading provider of renewable fuels that primarily operates in the Western US Vertically integrated operations spanning production, storage and delivery Low-cost provider while demand growth is outpacing supply Selected F

ations • Board/Mgmt role • Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal, Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Updates