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]

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]

Financial Performance - Net loss was $7.115 million, a 59% improvement compared to a net loss of $17.540 million in the same period last year[9] - Adjusted EBITDA increased by 3% to $24.269 million from $23.568 million[9] - Distributable Cash Flow (DCF) decreased by 22% to $9.095 million from $11.731 million[9] - Distribution coverage ratio decreased by 22% to 0.46x from 0.59x[9] Segment Results - Retail segment gross profit increased by 16% to $63.159 million from $54.386 million[7] - Retail segment operating income increased by 2% to $11.455 million from $11.255 million[7] - Wholesale segment gross profit decreased by 1% to $26.655 million from $26.962 million[7] - Wholesale segment operating income increased by 8% to $19.485 million from $18.065 million[7] Capital and Debt - First quarter capital expenditures were $10.1 million, including $7.4 million in growth capex[13] - Credit facility balance was $778.0 million as of March 31, 2025[13] - Leverage ratio was 4.27x as of March 31, 2025[13]