#falconfinance $FF @Falcon Finance
Do you mean FutureFuel Corp. when you say “$FF”? (The ticker “FF” refers to FutureFuel on the NYSE.) Here’s a summary of what’s going on with the company lately — what seems risky, and what might be potential value. ome analysts/valuation-oriented investors view FutureFuel as deeply undervalued: one “Acquirer’s Multiple” analysis considered it a hidden value play — pointing to its cash strength, diversified business model, and potential upside if visibility/improved operations retur. Dependence on biodiesel — and hence on volatile input costs (oil, feedstocks) and demand — makes earnings unpredictable. The recent plant idling exemplifies this vulnerability.
With the biofuel plant offline, the company needs growth or stability from its chemicals business to offset — if chemicals demand falters, that’s another pressure point.
Given its small-ish market cap and possibly thin trading float, stock might remain volatile; institutional ownership might also lead to abrupt moves depending on institutional sentiment/decisions. Historically, biofuel regulation, energy-policy shifts (in the U.S. or globally), and commodity price swings have major influence — external macro factors that could undermine the thesis

