Company Overview - Montauk Renewables, Inc. is a renewable energy company focused on the management, recovery, and conversion of biogas into renewable natural gas (RNG) [4] - The company captures methane to prevent its release into the atmosphere and converts it into RNG or electrical power for the grid [4] - Montauk has over 30 years of experience in developing and managing landfill methane-fueled renewable energy projects [4] - The company operates 13 projects and has ongoing developments in multiple states including California, Idaho, Ohio, Oklahoma, Pennsylvania, North Carolina, and Texas [4] - Montauk sells RNG and Renewable Electricity, benefiting from Environmental Attribute premiums under federal and state policies [4] Upcoming Financial Results - Montauk will host a conference call and webcast on May 9, 2025, at 8:30 a.m. Eastern time to discuss its financial results for Q1 2025 [1][2] - A press release with the financial results will be issued after the close of regular stock market trading hours on May 8, 2025 [1] - The conference call will include a live Q&A session and will be available on the company's website [3]

Core Viewpoint - Montauk Renewables, Inc. has authorized a share repurchase program to buy back up to $5 million of its common stock, effective immediately with no specified termination date [1]. Group 1: Share Repurchase Program - The repurchase may occur through open market transactions, privately negotiated transactions, or other methods in compliance with federal securities laws [2]. - A Repurchase Committee, consisting of Board members and management, will determine the timing, number, and purchase price of shares repurchased under the program [2]. - The program can be suspended, terminated, or modified at any time due to various factors such as market conditions, repurchase costs, and liquidity [3]. Group 2: Company Overview - Montauk Renewables, Inc. specializes in the management, recovery, and conversion of biogas into Renewable Natural Gas (RNG) and electrical power [4]. - The company captures methane to prevent its release into the atmosphere and has over 30 years of experience in renewable energy projects related to landfill methane [4]. - Montauk operates 13 projects across several states, including California, Idaho, Ohio, Oklahoma, Pennsylvania, North Carolina, South Carolina, and Texas, and sells RNG and Renewable Electricity [4].

Financial Performance - OPAL Fuels grew Full Year 2024 Adjusted EBITDA by 73% compared to 2023[14] - 2024 RNG production increased by 41% compared to 2023[14] - Adjusted EBITDA for the full year 2025 is projected to range between $90 million and $110 million, assuming a $2.60/gallon D3 RIN price[22] - Fuel Station Services segment is expected to grow by 30% - 50% in Adjusted EBITDA compared to 2024[22] Operational Growth - Commissioned three landfill RNG facilities in 2024, totaling 3.8 million MMBtu[14] - Put into construction 1.8 million MMBtu of annual RNG design capacity in 2024[14] - Anticipate putting into construction approximately 2.0 million annual MMBtu of RNG annual design capacity in 2025[22] - Total Volumes Sold, Dispensed, and Serviced reached 150.2 Million GGE in 2024[39] Market and Regulatory Factors - D3 RIN Prices increased approximately 55% after the June 2023 Set Rule[68] - RNG production of approximately 800 million GGE per year represents about 2% of the U.S heavy duty fuel market[74]