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REDDIT

Let's talk about SAFX

H
Apr 14, 2026 · 02:35

In June production doubles to 38 million. The big dogs jump in when the money goes up. In two years another plant will open. This is a rare confluence of a small company on the verge of

1: A big, integrating merger.

2: Geopolitics destroying supply.

3: Countries mandating near future increases of SAF.

4: Soon finished upgrades doubling capacity.

Am I missing something? The company's size means it can quickly increase multiples. Future production and need means it can increase for a long time. Hold or hold some and swing some. Six weeks to June, everybody.