Founded by Justin Dopierala - Featured in the documentary: GameStop: Rise of the Players - PM of the DOMO Concentrated All Cap Value Composite
Waukesha, WI
Joined July 2018
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DOMO Capital Management, LLC retweeted
Get ready.
OMB has concluded its review and returned the proposed rule back to EPA.
A press release appears imminent next week.
Our baseline is 100% reallocation split 50/50 between 2026/27.
DOMO Capital Management, LLC retweeted
Report reaction: U.S. corn yield - wow. The +2.7 bpa from Sept is the largest Sept-Oct increase since 2005.
Nebraska's +11 bpa by itself raised national yield by 1.2 bpa and added 106 mbu of production.
More carry-in + bigger crop was not the narrative bulls were hoping for.
DOMO Capital Management, LLC retweeted
USDA's U.S. corn ending stocks estimate lands near the high end of trade expectations on a much larger-than-expected yield. Soybean and wheat stocks also came in heavier than anticipated.
DOMO Capital Management, LLC retweeted
U.S. corn yield comes in well above trade expectations while soybean yield lands slightly above.
DOMO Capital Management, LLC retweeted
August U.S. #ethanol exports expanded 6% to 211.8 million gallons (mg). #DDGS exports of 1.30 million metric tons jumped 18%. Zero U.S. fuel ethanol imports were recorded. Full report coming: ethanolrfa.org/media-and-new….
DOMO Capital Management, LLC retweeted
$PBI Kurt’s Krew continues to execute on all fronts. Reduced spread on TLB by 75bp to 300 over. Bought back $126m of long dated bonds at 86c on the dollar. 2H26 was already shaping up to be a stronger half before one of their biggest competitors filed. And strategic review 👀
DOMO Capital Management, LLC retweeted
Great news! RFA testified today and then @AirResources this evening unanimously approved regulations to further the implementation of lower-cost #E15 for California drivers.
ethanolrfa.org/media-and-new…
DOMO Capital Management, LLC retweeted
Unused/surplus production capacity in oil refining sector = 0
Unused/surplus production capacity in ethanol sector = 120,000 bpd
If govt. would allow slightly higher ethanol blends in existing equipment, we could very quickly deliver an additional volume of fuel equal to gasoline output of a large, brand new oil refinery (~260,000 bpd refinery).
Allows refiners to focus on diesel yields
-reduces RIN prices
-takes pressure off high-$ aromatics production
-boosts corn/sorghum demand for farmers
DOMO Capital Management, LLC retweeted
Maybe the most interesting part of the interview is near the end when I talk about lowering the cost of the RFS and by implication lowering the price of gasoline and diesel a bit. This is where expanding E15 could have a real and quick impact on fuel costs.
This week, @farmdocDaily's @ScottIrwinUI joined Brownfield’s @BRNAgNews_Carah to talk about record-high diesel prices, what’s driving them, and how biofuels policy could help ease costs at the pump.
Watch here: youtube.com/watch?v=_YN3JuTe…
DOMO Capital Management, LLC retweeted
Wrote about this one recently and own some $MNRO shares + calls...
Would be surprised if this isn't sold within next 12 months...
Local oil change companies using vendors like Halron which get their supply from Shell are running out of OW-20 (includes Walmart / CostCo). Huge benefit to $MNRO who sources directly from Valvoline through an exclusive retail partnership. Soon places like TiresPlus, etc will have to implement massive price hikes that will drive market share for $MNRO. Really interesting situation especially since Ichan has economic interest of 33% in the company (16% share ownership / 16% swap agreement) and recently sold the inferior Pep Boys for a valuation that would price $MNRO at $25+. Now that Pep Boys has closed - wouldn't be surprised to see $MNRO get an offer very soon especially given their prime opportunity to take advantage of coming motor oil shortage.
DOMO Capital Management, LLC retweeted
ICYMI over the weekend: Thanks to @CAgovernor Newsom's leadership and decisive action on #E15, California is closer than ever to lower gas prices and a cleaner future for families across the state.
ethanolrfa.org/media-and-new…
DOMO Capital Management, LLC retweeted
Thanks to Gov. Newsom’s leadership and decisive action on E15, California is closer than ever to lower gas prices and a cleaner future for families across the state.
ethanolrfa.org/media-and-new…
DOMO Capital Management, LLC retweeted
Small refiners said SREs would lower fuel prices and stimulate capacity expansion. In reality, the opposite has happened. Gas prices up 36 cpg, diesel up 80 cpg & no new refinery capacity. Want lower fuel prices? More E15 and strong RFS are the answer!
DOMO Capital Management, LLC retweeted
The Trump administration, following up on its efforts to boost domestic biofuels production, is taking the next step to help the industry: targeting policies abroad that limit uptake of fuels made from US crops bloomberg.com/news/articles/…
DOMO Capital Management, LLC retweeted
Today’s passage of the #farmbill by the Senate Agriculture Committee represents an important step toward finally securing nationwide, year-round sales of the lower-cost #E15 #ethanol fuel blend.
ethanolrfa.org/media-and-new…
DOMO Capital Management, LLC retweeted
👀Sen. Fetterman positioning himself as a potential swing vote on the floor on farm bill
Farmers are “begging” for it
“I’ve held the like here as a loyal Democrat. And my vote doesn’t really matter because it’s not anywhere close to 60”
“We gotta find a way to pass this thing”
DOMO Capital Management, LLC retweeted
Sen. John Boozman just told me he expects the farm bill to advance out of committee this week with McConnell likely back on Wednesday
DOMO Capital Management, LLC retweeted
News - Sen. Mitch McConnell’s staff have told senior Senate Republicans he will be back at the Capitol this week — by Senate Ag’s Wednesday meeting to advance the farm bill, per three people
There’s been no official announcement from McConnell’s office.
politico.com/news/2026/09/14…
DOMO Capital Management, LLC retweeted
RFA’s Geoff Cooper in Ethanol Producer magazine: For both American consumers and fuel suppliers, now is the time for Congress to pass legislation unleashing E15.
ethanolproducer.com/articles…
DOMO Capital Management, LLC retweeted
Our CEO @emilyskor on today's 45Z news: "Farmers and biofuel producers asked and the administration has delivered. [45Z] is already driving significant investments in rural communities... this guidance is the key to ensuring farmers reap the benefits of the credit."