Core Viewpoint - Gevo, Inc. reported its financial results for the fourth quarter and full year ended December 31, 2024, highlighting a decrease in operating revenue and an increase in operational losses, while reaffirming its business update released earlier in March 2025 [1]. Financial Highlights - Operating revenue for 2024 decreased by $0.3 million compared to the prior year, primarily due to lower sales of environmental attributes from the RNG project [4]. - The company sold 366,557 MMBtu of RNG, generating biogas commodity sales of $0.7 million and environmental attribute sales of $15.1 million [4]. - Total operating revenues for 2024 were $16.915 million, down from $17.200 million in 2023 [23]. - Loss from operations increased by $9.0 million to $90.824 million for the year ended December 31, 2024, compared to $81.835 million in 2023 [10][23]. - Non-GAAP adjusted EBITDA loss for 2024 was $57.793 million, compared to a loss of $45.741 million in 2023 [29]. Expense Analysis - Cost of production remained consistent at $12.002 million in 2024, compared to $11.991 million in 2023 [23]. - Research and development expenses decreased by $1.1 million to $5.576 million in 2024, primarily due to reduced consulting and personnel costs [6]. - General and administrative expenses increased by $3.2 million to $45.798 million, driven by higher personnel costs and consulting fees [7]. - Project development costs rose by $3.4 million to $18.166 million, mainly due to patent-related costs and increased personnel expenses [8]. Cash and Investment Position - As of December 31, 2024, the company had cash, cash equivalents, and restricted cash totaling $259.0 million [11]. - Interest and investment income decreased by $3.4 million to $15.740 million in 2024, attributed to cash usage for capital projects and operating costs [12]. Operational Developments - The company anticipates receiving final pathway approval under the LCFS Program in the first quarter of 2025, which is expected to result in a lower CI score [4][11]. - The RNG subsidiary generated revenue of $15.8 million in 2024, reflecting an increase of $0.3 million compared to the previous year [11]. Stockholder Equity - Total stockholders' equity decreased to $489.488 million as of December 31, 2024, from $557.389 million in 2023 [22].

Core Points - Gevo, Inc. will host a rescheduled conference call on March 27, 2025, at 4:30 p.m. ET to report its financial results for Q4 2024 [1] - A webcast replay of the conference call will be available two hours after it ends, accessible in the Investor Relations section of Gevo's website [2] 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 [3] - The company utilizes innovative technology to produce renewable products, including synthetic aviation fuel, motor fuels, and chemicals, contributing to U.S.-made solutions [3] - Gevo 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] - The company is recognized for owning the world's first production facility for specialty alcohol-to-jet fuels and chemicals [3] - Gevo's market-driven approach emphasizes transparency and efficiency in tracking sustainability attributes throughout the supply chain [3]

Core Viewpoint - Gevo, Inc. is targeting substantial growth in Adjusted EBITDA for 2025, supported by its recent acquisition of Gevo North Dakota and various renewable energy projects [1][4]. Business Update – Path to Positive Run-Rate Adjusted EBITDA - Gevo North Dakota's carbon capture and low-carbon ethanol assets generated $150 million in revenue last fiscal year and are expected to contribute $30 million to $60 million in Adjusted EBITDA annually [2][15]. - The facility captures over 160,000 tons of biogenic carbon dioxide annually and produces approximately 67 million gallons of low-carbon ethanol [2]. - Renewable Natural Gas (RNG) production increased by 17% in 2024 to 367,000 MMBtu, with expectations to exceed 400,000 MMBtu in 2025, potentially generating $9 million to $18 million in Adjusted EBITDA [2][4]. - The Alcohol-to-Jet 603 (ATJ-60) project is progressing towards financial close in 2025, with a conditional loan guarantee of $1.462 billion from the U.S. Department of Energy [2][5]. - The ATJ-60 project is expected to create 100 direct jobs and over 700 indirect jobs, with a regional economic impact exceeding $110 million annually [2][5]. Verity Business Growth - Gevo's Verity business, a software-as-a-service platform for tracking agricultural and low-carbon fuel products, has expanded to over 200,000 acres with 100% farmer retention [3]. - Verity has agreements with seven agricultural processing plant customers to track environmental attributes, indicating a growing market for regenerative agriculture and fuels [3]. ETO Technology Advancement - Gevo is advancing its patented Ethanol to Olefins (ETO) technology, which aims to lower costs for bio-based hydrocarbon fuels and chemicals [3]. - A development agreement with Axens aims to accelerate commercialization of ETO technology, with a global market for low-carbon chemicals estimated at $400 billion to $500 billion annually [3]. Management Insights - The acquisition of Gevo North Dakota is seen as transformative, providing a pathway to monetize carbon abatement through tax credits and expanding CCS opportunities [4]. - The company anticipates achieving a positive Adjusted EBITDA run-rate in 2025, driven by its diversified low-carbon asset base [4].

Core Viewpoint - Gevo, Inc. has announced a delay in the issuance of its fourth quarter and full year 2024 earnings release and investor conference call, originally scheduled for March 6, 2025, due to the need for additional time to finalize accounting treatments related to the acquisition of Red Trail Energy, LLC [1][2]. Company Overview - Gevo is a leading developer of renewable hydrocarbon fuels and chemicals aimed at reducing greenhouse gas emissions, focusing on cost-effective solutions [1][3]. - The company is committed to enhancing energy security and economic growth in rural communities through its innovative technology, which produces a variety of renewable products, including synthetic aviation fuel, motor fuels, and chemicals [3]. - Gevo operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with an adjacent carbon capture and sequestration facility, reinforcing its role in energy innovation [3]. - The company also owns the world's first production facility for specialty alcohol-to-jet fuels and chemicals, emphasizing its market-driven approach to sustainability [3]. - Through its Verity subsidiary, Gevo ensures transparency and efficiency in tracking sustainability attributes throughout the supply chain, contributing to the revitalization of rural economies [3].

Core Viewpoint - GEVO Inc. is expected to report its fourth-quarter 2024 results on March 6, with anticipated challenges in revenue and earnings due to lower sales and increased expenses [1][4]. Revenue Expectations - The Zacks Consensus Estimate for GEVO's revenues is $3.2 million, reflecting a 28% decline compared to the same quarter last year [3]. - Lower sales of environmental attributes from GEVO's RNG project are attributed to a buildup of inventory in anticipation of final pathway approval under the Low Carbon Fuel Standard Program [3]. Earnings Projections - The Zacks Consensus Estimate for earnings is set at 11 cents per share, indicating a 37.5% decline from the prior-year quarter [4]. - Increased personnel and consulting expenses related to the company's Net-Zero and Verity growth initiatives, along with higher interest expenses, are expected to negatively impact earnings [4]. Earnings Prediction Model - The earnings prediction model indicates a -27.27% Earnings ESP for GEVO, suggesting a low likelihood of an earnings beat this quarter [5]. - GEVO currently holds a Zacks Rank of 4 (Sell), which further diminishes the chances of a positive earnings surprise [5].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Gevo, Inc. (GEVO) due to lower revenues, with a consensus estimate indicating a quarterly loss of $0.11 per share and revenues of $3.15 million, representing declines of 37.5% and 27.9% respectively [1][3]. Earnings Expectations - The upcoming earnings report is expected to be released on March 6, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 41.67% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Gevo is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -27.27% [10][11]. - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, Gevo was expected to post a loss of $0.10 per share but delivered a loss of $0.09, resulting in a surprise of +10% [12]. - Over the past four quarters, Gevo has only beaten consensus EPS estimates once [13]. Conclusion - Gevo does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding this stock ahead of its earnings release [16].

Group 1 - Gevo, Inc. will host a conference call on March 6, 2025, at 4:30 p.m. ET to report its financial results for Q4 2024 [1] - Participants can register for the live call through a provided weblink and will receive a dial-in number and pin after registration [1][2] - A webcast replay of the conference call will be available two hours after it ends, accessible in the Investor Relations section of Gevo's website [2] Group 2 - Gevo is a diversified energy company focused on producing cost-effective, drop-in fuels that enhance energy security and support rural economic growth [3] - The company utilizes innovative technology to create renewable products, including sustainable aviation fuel, motor fuels, and chemicals [3] - Gevo 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] - The company is recognized for owning the world's first production facility for specialty alcohol-to-jet fuels and chemicals [3] - Gevo's business model emphasizes a "pay for performance" approach regarding carbon and sustainability attributes, ensuring value delivery to the local economy [3]

Core Viewpoint - GEVO Inc. has formed a partnership with Axens to develop and commercialize sustainable aviation fuel (SAF) using the ethanol-to-jet (ETJ) pathway, combining their technologies to enhance efficiency and reduce costs in SAF production [1][2]. Group 1: Partnership and Technology - The alliance leverages Axens' Jetanol technology and GEVO's ethanol-to-olefins (ETO) technology to accelerate the rollout of sustainable aviation fuel [1][2]. - The collaboration aims to deliver cost-effective and commercially proven SAF technology, making it competitive with fossil fuels while benefiting from the growing carbon market [2]. Group 2: Market Impact and Economic Benefits - The partnership is expected to lead to significant job creation, rural economic development, and incentives for regenerative agriculture by reducing production and capital costs [4]. - GEVO's stock has increased by 96.6% over the past year, outperforming the industry growth of 74.5% [4]. Group 3: Competitive Position - GEVO and Axens' expanded partnership positions them as leaders in the ETJ space, with a focus on achieving zero carbon intensity in fuel applications [3].

Core Viewpoint - Gevo, Inc. and Axens have formed a strategic alliance to accelerate the development and commercialization of sustainable aviation fuel (SAF) using the ethanol-to-jet (ETJ) pathway, leveraging Axens' Jetanol™ technology and Gevo's patented ethanol-to-olefins (ETO) technology [1][2][4] Company Overview - Gevo is a diversified energy company focused on producing cost-effective, drop-in fuels that enhance energy security and support rural economic growth, with a commitment to sustainability [5] - Axens provides a comprehensive range of solutions for converting oil and biomass into cleaner fuels, including technologies for carbon capture and storage [7] Strategic Alliance Details - The alliance aims to combine the technical resources of both companies to accelerate the commercialization of Gevo's ETO technology, which is expected to achieve zero carbon intensity or better [2][3] - The partnership builds on previous successful cooperation and aims to maintain leadership in the ETJ space by collaborating with IFPEN for the final development and deployment of Gevo's ETO process [2][4] Economic Impact - Gevo plans to lead the deployment of its ETO technology in North America, aiming to create high-quality jobs and stimulate economic development in rural areas [3] - The collaboration is expected to reduce production and capital costs for drop-in hydrocarbon fuels, potentially creating numerous jobs and promoting regenerative agriculture [4]

Core Viewpoint - Gevo, Inc. and Axens have formed a strategic alliance to accelerate the development and commercialization of sustainable aviation fuel (SAF) using the ethanol-to-jet (ETJ) pathway, leveraging Axens' Jetanol™ technology and Gevo's next-generation ethanol-to-olefins (ETO) technology [1][2][4] Company Overview - Gevo is a diversified energy company focused on producing cost-effective, drop-in fuels that enhance energy security and support rural economic growth, with operations including renewable natural gas and ethanol production [5] - Axens provides a comprehensive range of solutions for converting oil and biomass into cleaner fuels, including technologies for carbon capture and storage [7] Strategic Alliance Details - The alliance aims to combine the technical resources of both companies to reduce costs and create SAF that competes with fossil fuels, while also capitalizing on the growing carbon market [2][4] - Gevo is expected to lead the deployment of its ETO technology in North America, creating high-quality jobs and economic development in rural areas, while Axens will provide global process licensing and engineering services [3] Technology and Market Impact - The partnership is expected to enhance the commercialization of Gevo's ETO process, which produces light olefins from ethanol for conversion into transportation fuels, achieving zero carbon intensity or better [2][4] - The collaboration is positioned to drive down production costs for hydrocarbon fuels and chemicals, potentially creating numerous jobs and promoting regenerative agriculture [4]