Gevo, Inc. (NASDAQ:GEVO) Q3 2020 Results Earnings Conference Call November 10, 2020 4:30 PM ET Company Participants Geoffrey Williams - Vice President, General Counsel and Secretary Patrick Gruber - Chief Executive Officer Lynn Smull - Chief Financial Officer Carolyn Romero - Vice President and Controller Conference Call Participants Shawn Severson - Water Tower Research Amit Dayal - H.C. Wainwright Poe Fratt - NOBLE Capital Markets Operator Welcome to Gevo Third Quarter 2020 Earnings Conference Call. My na ...

Gevo, Inc. (NASDAQ:GEVO) Q2 2020 Earnings Conference Call August 10, 2020 4:30 PM ET Company Participants Geoffrey Williams - General Counsel and Secretary Pat Gruber - CEO Carolyn Romero - VP and Controller Lynn Smull - CFO Conference Call Participants Amit Dayal - H.C. Wainwright Shawn Severson - Water Tower Research Poe Fratt - NOBLE Capital Markets Operator Welcome to Gevo Second Quarter 2020 Earnings Conference Call. My name is Andrew, and I will be your operator for today's call. At this time, all par ...

Call Start: 16:30 January 1, 0000 5:01 PM ET Gevo, Inc. (NASDAQ:GEVO) Q1 2020 Earnings Conference Call May 12, 2020 04:30 PM ET Company Participants Geoffrey Williams Jr. - General Counsel Patrick Gruber - Chief Executive Officer Carolyn Romero - Vice President and Controller Lynn Smull - Chief Financial Officer Conference Call Participants Amit Dayal - H.C. Wainwright & Co., LLC Poe Fratt - Noble Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Gevo Incorporated F ...

Gevo, Inc. (NASDAQ:GEVO) Q4 2019 Earnings Conference Call March 17, 2020 4:30 PM ET Company Participants Geoffrey Williams Jr. - General Counsel Patrick Gruber - Chief Executive Officer Lynn Smull - Chief Financial Officer Carolyn Romero - Vice President and Controller Conference Call Participants Amit Dayal - H.C. Wainwright Poe Fratt - NOBLE Capital Markets Operator Welcome to the Gevo Incorporated Q4 2019 Earnings Conference Call. My name is Adrian and I will be your operator for today’s call. At this ti ...

Overview ඈ gevo Patrick Gruber, CEO November, 2019 FORWARD LOOKING STATEMENTS 2 Any statements in this presentation about our future expectations, plans, outlook and prospects, and other statements containing the words "believes," "anticipates," "plans," "estimates," "expects," "intends," "may" and similar expressions, constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such forward-loo ...

Financial Data and Key Metrics Changes - Gevo reported revenue of $6.1 million in Q3 2019, down from $8.6 million in Q3 2018 [39] - Cost of goods sold was $9.9 million in Q3 2019, compared to $10.6 million in the same period in 2018 [39] - Gross loss increased to $3.8 million in Q3 2019 from $2.1 million in Q3 2018 [40] - Net loss for Q3 2019 was $8.6 million, or $0.66 per share, compared to a loss of $6.5 million, or $0.85 per share in Q3 2018 [45][47] Business Line Data and Key Metrics Changes - Research and development expenses decreased by $0.1 million in Q3 2019 compared to Q3 2018, primarily due to reduced costs associated with the South Hampton facility [41] - Selling, general and administrative expenses increased by $0.2 million in Q3 2019 compared to Q3 2018, mainly due to higher personnel and consulting costs [42] - Cash EBITDA loss was $5.8 million in Q3 2019, compared to $4.2 million in Q3 2018 [44] Market Data and Key Metrics Changes - The company is focusing on low-carbon ethanol and renewable natural gas projects to improve cash flow and reduce carbon footprint [12][15] - The renewable natural gas projects are expected to qualify for California's low-carbon fuel standard by the end of 2020 or early 2021 [15] Company Strategy and Development Direction - Gevo aims to achieve profitability or near profitability by the end of 2021 through low-carbon ethanol sales and a one million gallon per year hydrocarbon plant [12] - The company plans to expand its operations beyond low-carbon ethanol to include renewable hydrocarbons like jet fuel and gasoline [25][33] - Gevo is pursuing project financing for the expansion of its Luverne facility, with potential revenues from the build-out estimated between $100 million to $200 million [30] Management's Comments on Operating Environment and Future Outlook - Management expressed frustration with current ethanol margins but emphasized the importance of focusing on long-term growth and market development [35][36] - The company is optimistic about the potential for low-carbon ethanol and renewable hydrocarbons to drive future profitability [12][23] Other Important Information - Gevo is working on a blockchain initiative to track the sustainability of its products, which may eventually be licensed to other companies [76][80] - The company has secured agreements for anaerobic digesters at dairy farms to support its renewable natural gas projects [16][17] Q&A Session Summary Question: Hydrocarbon side of the story - Management clarified that projections for significant revenue from hydrocarbon projects are expected in 2021, not 2020 [50] Question: Timeline for securing agreements - Management indicated that they expect to finalize contracts for the hydrocarbon plant in the current quarter or early next year [59] Question: Duration of off-take agreements - Off-take agreements are typically long-term, lasting around seven years after the startup of the plant [65] Question: Impact of profitability on construction decisions - Management stated that pricing must ensure returns that cover cash costs, depreciation, and capital returns, with a minimum expected return of 15% [69] Question: Timeline for low-carbon ethanol shipping - Management expects wind towers to be operational by mid-2020, with low-carbon ethanol benefits anticipated by the end of the year [74] Question: Investment in blockchain initiative - The investment in the blockchain initiative is relatively small, aimed at tracking sustainability from farm to market, with potential for future licensing [78][80]

2Q 2019 Earnings Call ඈ gevo Pat Gruber, CEO August 14, 2019 FORWARD-LOOKING STATEMENTS 2 Any statements in this presentation about our future expectations, plans, outlook and prospects, and other statements containing the words "believes," "anticipates," "plans," "estimates," "expects," "intends," "may" and similar expressions, constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such f ...

Gevo, Inc. (NASDAQ:GEVO) Q2 2019 Results Conference Call August 14, 2019 4:30 PM ET Company Participants Geoffrey Williams - General Counsel and Secretary Patrick Gruber - Chief Executive Officer Carolyn Romero - Vice President Controller and Principal Accounting Officer Conference Call Participants Amit Dayal - H.C. Wainwright Operator Welcome to the Gevo’s Second Quarter 2018 Earnings Conference Call. My name is Sheryl, and I will be your operator for today's call. At this time, all participants are in a ...

Gevo, Inc. (NASDAQ:GEVO) Q1 2019 Earnings Conference Call May 8, 2019 4:30 PM ET Company Participants Geoffrey Williams, Jr. - General Counsel and Secretary Patrick Gruber - Chief Executive Officer Bradford Towne - Chief Accounting Officer Conference Call Participants Amit Dayal - H.C. Wainwright & Co., LLC Sameer Joshi - H.C. Wainwright & Co., LLC Operator Hello, and welcome to the Gevo, Incorporated Q1 2019 Earnings Conference Call. My name is Sheryl, and I will be your operator for today's call. At this ...