Farmers can easily enroll their 2025 crop in the program starting in August DES MOINES, Iowa, July 15, 2025 /PRNewswire/ -- Iowa farmers have a new market opportunity for their 2025 soybean crop. Landus is expanding its Clean Fuel Regulation (CFR) initiative, made possible by recent policy changes expected to increase Canada's demand for liquid biofuel. This initiative is in partnership with Verity, a digital platform built to track, trace, and validate sustainability attributes such as carbon data. At the ...

Company Overview - Gevo, Inc. is a diversified energy company focused on producing renewable products, including synthetic aviation fuel, motor fuels, and chemicals, aimed at enhancing energy security and supporting rural economic growth [4] - The company operates one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S. and has an ethanol plant with a carbon capture and sequestration facility [4] Recent Financial Developments - Barclays Capital Inc. has purchased $40 million of newly issued non-recourse tax-exempt private activity bonds for Gevo's subsidiary, Gevo NW Iowa RNG, LLC, which will refinance $40 million of previously issued bonds [1] - This refinancing allows Gevo to release $40 million of restricted cash and improve its balance sheet liquidity by approximately $30 million after transaction costs [1][2] Renewable Natural Gas Operations - Gevo RNG generates RNG by collecting manure from dairy farms and using anaerobic digesters to produce biogas, which is refined for use as a sustainable transportation fuel [3] - The company has received CARB certification for a carbon intensity score of negative 339 gCO2e/MJ, which will be used for California's Low Carbon Fuel Standard credits, potentially yielding over 175,000 metric tons of greenhouse gas emissions reductions annually [3] Future Plans - Gevo plans to release additional restricted cash later in the year by refinancing the remaining balance of the previous bonds through another series of 2025 Bonds [2] - The company is exploring opportunities for scaling and margin expansion in its RNG business and aims to leverage synergies with its other business lines [3]

Summary of Gevo Inc. Fireside Chat - July 09, 2025 Company Overview - **Company**: Gevo Inc. (Ticker: GEVO) - **Industry**: Renewable hydrocarbons and chemicals - **Headquarters**: Englewood, Colorado - **Key Focus**: Development of cost-effective renewable hydrocarbons and chemicals that can be integrated into existing infrastructure to reduce carbon emissions [5][6][7] Core Points and Arguments - **Market Position**: Gevo aims to provide drop-in renewable fuels that are compatible with fossil fuels, allowing for lower carbon emissions without the need for significant infrastructure changes [5][6] - **Technology Utilization**: The company leverages proven commercial technologies, particularly fermentation, to produce renewable hydrocarbons from plant sugars [6][7] - **Sustainable Aviation Fuel (SAF)**: There is a growing global demand for SAF, which is not currently being met by existing supply. Gevo's alcohol-to-jet (ATJ) process is positioned to capitalize on this demand [16][18] - **Cost Competitiveness**: Gevo believes it can produce sustainable aviation fuel at a cash cost competitive with fossil fuels, which is crucial for market adoption [18] - **Carbon Capture**: The company operates a low carbon ethanol facility in North Dakota that captures over 160,000 metric tons of biogenic CO2 annually, enhancing its sustainability profile [15] Financial Performance and Projections - **Revenue Growth**: Gevo's revenue for 2024 is projected to be around $70 million, with the first quarter alone generating $29 million. The company anticipates substantial growth in recurring revenues due to recent acquisitions [35][36] - **EBITDA Goals**: The company aims to achieve positive EBITDA and profitability through operational optimization and strategic project financing [36][80] - **Funding Strategies**: Gevo plans to utilize project financing, including a conditional commitment from the Department of Energy for the ATJ 60 project, to support its growth initiatives [38][39] Strategic Projects - **ATJ 60 Project**: This flagship project is currently in the financing stage, with a conditional commitment from the DOE for a loan guarantee of $63 billion, including capitalized interest [38][39] - **ATJ 30 Project**: Gevo is actively working on engineering designs for this project, with potential construction starting next year, contingent on final investment decisions and capital raises [50][51] - **Verity Software**: Gevo's subsidiary, Verity, has begun generating revenue by providing carbon tracking software to customers, enhancing the company's ability to monitor and report carbon emissions [57][58] Regulatory Environment - **Tax Credits**: The recent extension of the 45Z tax credit is expected to positively impact Gevo's capital allocation options, although the reduction in SAF credits to $1 per gallon may affect project economics [71][72] - **Pipeline Dependency**: While the company prefers to utilize the summit pipeline for CO2 sequestration, it has identified pathways to progress projects without it [39][60] Unique Selling Proposition - **Dual Focus**: Gevo's approach bridges the gap between cost-effective energy production and sustainability, appealing to a broad spectrum of stakeholders interested in reducing emissions while maintaining energy supply [65][66] - **Community Engagement**: The company emphasizes its role in stimulating rural economies and aligning with U.S. energy policies, which enhances its competitive advantage [32][33] Conclusion - **Future Outlook**: Gevo is positioned for significant growth with a focus on execution and financial performance. The management team expresses confidence in achieving their strategic goals and delivering shareholder value [96][97]

Core Insights - Gevo, Inc. is hosting a virtual fireside chat featuring its CFO and VP of Finance and Strategy on July 9, 2025, at 10:00 am ET, aimed at engaging investors and interested parties [1] Company Overview - Gevo is a diversified energy company focused on providing cost-effective, drop-in fuels that enhance energy security, reduce carbon emissions, and support rural economic growth [2] - The company utilizes innovative technology to produce renewable products, including synthetic aviation fuel (SAF), motor fuels, and chemicals, contributing to U.S.-made solutions [2] - Gevo operates one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S., converting by-products into clean energy, and has an ethanol plant with a carbon capture and sequestration (CCS) facility [2] - The company is recognized for owning the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals [2] - Gevo's market-driven "pay for performance" approach ensures value delivery to the local economy while promoting transparency and efficiency in the supply chain through its Verity subsidiary [2]

ENGLEWOOD, Colo., June 03, 2025 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO) announced today the promotion of Lindsay Fitzgerald to Chief Advocacy and Communications Officer, effective immediately. In this expanded leadership role, Ms. Fitzgerald will focus on advancing Gevo’s mission to strengthen American energy and food security by unlocking the full value of U.S. agriculture and rural communities. She continues to drive policy advocacy and public communications that support cost-effective, American-mad ...

Core Viewpoint - Gevo, Inc. has entered into a definitive agreement to sell its subsidiary Agri-Energy, LLC to A.E. Innovation, LLC for $7 million, which includes an ethanol production facility in Minnesota, while retaining certain isobutanol-related assets for future production [1][4]. Group 1: Transaction Details - The sale includes Agri's 18-million-gallon-per-year ethanol production facility located in Luverne, Minnesota [1]. - Gevo will receive $2 million in cash upon closing and an additional $5 million in future cash under the purchase agreement [4]. - The transaction is expected to close by the end of 2025, subject to financing and customary closing conditions [5]. Group 2: Future Operations and Innovations - A.E. Innovation plans to restart ethanol production at the facility, which has been idled since 2022, and aims to use the site as an innovation hub for new technologies [2][3]. - The Luverne plant has been a demonstration site for regenerative agriculture and biofuel production, including synthetic aviation fuel, isobutanol, and ethanol [3]. - Gevo anticipates potential future benefits from isobutanol fermentation through a side-by-side operational model with the ethanol assets [4]. Group 3: Strategic Importance - The sale is expected to provide annual savings of approximately $3 million from current facility idling costs [4]. - The transaction is seen as a way to support local farmers and strengthen the regional economy in Luverne [4]. - Gevo emphasizes the importance of Minnesota's farming communities in developing sustainable agricultural practices as a foundation for innovative energy solutions [4].

Company Overview - Gevo, Inc. is a leader in sustainable aviation fuel and renewable chemicals, focusing on cost-effective, drop-in fuels that enhance energy security and support rural economic growth [1][3] - The company operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with a carbon capture and sequestration facility [3] Leadership Appointment - James J. Barber, Ph.D., has been appointed to Gevo's Board of Directors, bringing extensive executive leadership and board experience in various sectors including fuels and chemicals [1][2] - Dr. Barber holds a Ph.D. in Organic Chemistry from MIT and has received the American Chemical Society's Henry F. Whalen, Jr. Award for Business Development [2] Strategic Importance - The CEO of Gevo, Dr. Patrick R. Gruber, emphasized that Dr. Barber's technical expertise and strategic insight will be crucial for the company's growth [3] - Gevo's business model aims to revitalize rural communities by developing and operating production facilities that create jobs [3]

Core Viewpoint - Gevo, Inc. has appointed Oluwagbemileke (Leke) Agiri as Chief Financial Officer, effective May 21, 2025, succeeding L. Lynn Smull, who will take on a new role as Executive Vice President and Senior Advisor to the CEO [1][2][3] Group 1: Leadership Transition - Leke Agiri has extensive experience in corporate finance and capital markets, having served in key leadership roles at Gevo since August 2022, most recently as Executive Vice President, Finance [2] - Lynn Smull expressed confidence in Agiri's capabilities and emphasized the importance of a smooth transition as he approaches retirement [3] - Patrick Gruber, CEO of Gevo, highlighted Agiri's integral role in the finance team and the company's commitment to long-term succession planning [4] Group 2: Company Overview - Gevo is a diversified energy company focused on producing cost-effective, renewable fuels that enhance energy security and support rural economic growth [5] - The company operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with carbon capture and sequestration capabilities [5] - Gevo is also known for its innovative technology in producing synthetic aviation fuel and specialty alcohol-to-jet fuels, contributing to the U.S.'s leadership in energy innovation [5]

分组1 - Gevo, Inc. reported a quarterly loss of $0.09 per share, which was better than the Zacks Consensus Estimate of a loss of $0.10, and compared to a loss of $0.08 per share a year ago, indicating an earnings surprise of 10% [1] - The company posted revenues of $29.11 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 10.47%, and showing significant growth from year-ago revenues of $3.99 million [2] - Gevo has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 43.1% since the beginning of the year, while the S&P 500 has only declined by 0.6% [3] - The current consensus EPS estimate for the coming quarter is -$0.05 on revenues of $45.19 million, and -$0.23 on revenues of $166.86 million for the current fiscal year [7] - The Zacks Industry Rank for Alternative Energy - Other is currently in the bottom 45% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

Financial Data and Key Metrics Changes - In Q1 2025, the company generated $29 million in revenue with only two months of operations at Chivo, North Dakota [7] - The combined operating revenue and other net income for the first quarter was $30.9 million, with cash and cash equivalents totaling $135 million [23] - The company reported a consolidated loss from operations of $20.1 million and a non-GAAP adjusted EBITDA loss of $15.4 million for the last quarter [25] Business Line Data and Key Metrics Changes - The RNG subsidiary generated $5.7 million in revenue during the quarter, reflecting a $1.7 million increase compared to the previous year, driven by improved carbon score [23][24] - At Gevo North Dakota, income from operations was $500,000 with an adjusted EBITDA of $1.8 million for February and March [24] - Gevo RNG reported an income from operations of $1.1 million and an adjusted EBITDA of $2.7 million last quarter [24] Market Data and Key Metrics Changes - The company captured and sequestered 29,000 metric tons of CO2 at the North Dakota site, achieving a carbon intensity score of 21 [28] - The company expects to monetize the 45Z tax credits, which should enhance EBITDA growth [9][10] Company Strategy and Development Direction - The company aims to leverage its North Dakota site for growth, including the development of an alcohol-to-jet (ATJ) plant [13][14] - The strategy includes a modular approach to building ATJ capacity, which reduces risks and costs [14][26] - The company is actively pursuing opportunities to develop and deploy ATJ plant designs globally, focusing on partnerships rather than full ownership [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving EBITDA positivity this year, driven by the monetization of 45Z credits and improved RNG value [9][25] - The management highlighted strong support for the 45Z tax credits from Congress, which is expected to benefit the company significantly [57][62] - The company believes that domestic energy production can coexist with economic growth and carbon reduction [35] Other Important Information - The company has received approval from the IRS to apply for the 45Z tax credit, which is expected to be monetized soon [9][10] - The North Dakota site has the potential for further expansion, including additional ATJ plants [13][105] Q&A Session Summary Question: How should we think about the cash cadence for the year? - Management indicated that they will not spend $40 million on ATJ-sixty this year and are planning to refinance the RNG plant to free up cash [41][42] Question: Is there an established market for carbon abatement products? - Management confirmed that there is a growing market for durable carbon dioxide removals and they are expanding their presence in this area [50][51] Question: Are you potentially going to start monetizing 45Z right away in Q2? - Management expects to monetize the 45Z credits sooner rather than later and aims for overall EBITDA positivity this year [54][55] Question: Could you speak to the amount you expect to receive for ethanol and dairy RNG molecules? - Management explained that the value is proportional to the carbon intensity scores, with expectations for healthy returns based on their current CI scores [70][72] Question: Can you speak to the amount of value you're receiving for scope one and scope three emission credits? - Management indicated that these values are well north of the types of carbon value seen in LCFS markets, potentially exceeding hundreds of dollars per ton [89][90]