Key Takeaways Green Plains agreed to sell its Obion ethanol plant for $190M in cash, including $20M in working capital.Proceeds will repay junior mezzanine debt due 2026, strengthening Green Plains' balance sheet.A strategic review affirmed the company's current leadership and focus on operational execution.Green Plains Inc. (GPRE) entered an agreement to sell its Rives, TN-based ethanol plant to POET for $190 million in cash, including $20 million of working capital to be adjusted at transaction closing. T ...

Financial Performance - Alto Ingredients reported a quarterly loss of $0.15 per share, better than the Zacks Consensus Estimate of a loss of $0.18, but worse than a loss of $0.05 per share a year ago, indicating an earnings surprise of +16.67% [1] - The company posted revenues of $218.44 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.10%, but down from $236.47 million in the same quarter last year [2] - Over the last four quarters, Alto Ingredients has surpassed consensus EPS estimates just once and topped consensus revenue estimates three times [2] Stock Performance - Alto Ingredients shares have declined approximately 33.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for Alto Ingredients is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $238.64 million, and for the current fiscal year, it is -$0.39 on revenues of $937.57 million [7] - The estimate revisions trend for Alto Ingredients was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Consumer Products - Discretionary industry, to which Alto Ingredients belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Group 1 - Gevo, Inc. will host a conference call on August 11, 2025, at 4:30 p.m. ET to report its financial results for Q2 2025 [1] - Participants can register for the live call through a provided weblink and will receive a dial-in number and pin after registration [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] 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 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] - Gevo owns the world's first production facility for specialty alcohol-to-jet fuels and employs a market-driven approach to ensure value delivery to local economies [3]

Group 1 - The Andersons, Inc. (NASDAQ: ANDE) is identified as a value play with potential upside from ethanol but is also exposed to risks associated with corn prices [1] - Tyson Foods (NYSE: TSN) stands to benefit from lower corn prices due to reduced feed costs, indicating a favorable position in the current market [1] Group 2 - The analysis emphasizes a mix of fundamental valuation and technical analysis in evaluating companies, particularly those in the technical sector that meet valuation criteria and have growth potential [1] - The author expresses a keen interest in understanding how society is adapting to economic, societal, and environmental pressures, which may influence investment decisions [1]

Trade Relations - The Trump administration attributed the decline in ethanol shipments to Brazil to tariffs [1] - The loss of the US biofuel's largest export market is partially due to America's own actions [1]

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 Data and Key Metrics Changes - The company reported a net loss of $72.9 million or a loss of $1.14 per share for Q1 2025, compared to a net loss of $51.4 million or $0.81 per share in Q1 2024 [23][24] - Revenue for the quarter was $601.5 million, up 0.7% year over year [24] - Adjusted EBITDA excluding restructuring charges was a loss of $24.2 million, compared to a negative $21.5 million in Q1 last year [25] Business Line Data and Key Metrics Changes - The company achieved a record 100% utilization rate across its nine operating plants, demonstrating strong asset performance [25] - The anticipated decline in SG&A run rate is from $118 million in 2024 to an estimated $93 million annualized by year-end [7][26] - The company achieved $30 million in annualized cost savings and an additional $15 million from a new ethanol marketing partnership [6][26] Market Data and Key Metrics Changes - U.S. ethanol exports are expected to surpass last year's record of nearly 2 billion gallons in 2025 [17] - Ethanol margins have strengthened heading into Q2 and Q3, supported by firmer corn oil fundamentals and anticipated increases in renewable volume obligations [17][19] - Current ethanol inventory levels are at 25 million barrels, with expectations to drop towards 23 million as the driving season begins [82] Company Strategy and Development Direction - The company is focused on returning to sustained profitability through disciplined execution and operational excellence [4][5] - A strategic marketing partnership with EcoEnergy aims to enhance scale and optimize transportation and marketing economics [19][69] - The company is pausing its clean sugar technology initiative to maximize profitability from existing operations while addressing wastewater management challenges [15][108] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving positive EBITDA for the remainder of the year, driven by cost reductions and improved market conditions [34][78] - The carbon strategy remains on track, with construction of carbon compression infrastructure advancing as planned [30][31] - The company is actively engaged in monetizing its carbon credits and expects to provide updates in future calls [31][34] Other Important Information - The company has executed a $30 million line of credit to enhance liquidity and support ongoing operations [28][72] - Capital expenditures in Q1 were $16.7 million, with expectations for the remainder of 2025 to be around $20 million [29] Q&A Session Summary Question: Update on hedging practices and risk management - Management confirmed the reestablishment of hedging practices to manage risk effectively, utilizing analytics and market opportunities [39][41] Question: Status of CEO search - The CEO search is ongoing, with a focus on candidates who can align with the company's strategic direction [44] Question: Impact of carbon capture construction timeline - Construction is on track for early Q4 startup, with no anticipated delays [48] Question: Tariff impacts on product exports - Currently, there have been no adverse impacts from tariffs, and the company is optimistic about potential new market opportunities [49][50] Question: Profit contribution from corn oil and protein platforms - Corn oil prices have improved, and the company expects continued support for margins from this segment [86][89] Question: Details on non-core asset sales - The company is focused on exiting non-core assets to streamline operations and improve focus on core business [77][78]

Company Performance - Green Plains Renewable Energy (GPRE) reported a quarterly loss of $0.88 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.51, and compared to a loss of $0.81 per share a year ago [1][2] - The earnings surprise for this quarter was -72.55%, and the company had a previous quarter loss of $0.86 per share against an expected loss of $0.28, resulting in a surprise of -207.14% [2] - The company posted revenues of $601.52 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.24%, and showing a slight increase from year-ago revenues of $597.21 million [3] Stock Performance - Green Plains shares have declined approximately 60.2% since the beginning of the year, in contrast to the S&P 500's decline of -4.3% [4] - The current Zacks Rank for Green Plains is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [7] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is -$0.21 on revenues of $623.87 million, and for the current fiscal year, it is -$0.67 on revenues of $2.51 billion [8] - The estimate revisions trend for Green Plains is mixed, and changes in earnings expectations may occur following the recent earnings report [7] Industry Context - The Chemical - Specialty industry, to which Green Plains belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, which may impact the stock's performance [9]

Financial Performance - Trinseo reported a quarterly loss of $1.37 per share, which is better than the Zacks Consensus Estimate of a loss of $1.40, and an improvement from a loss of $1.94 per share a year ago, indicating an earnings surprise of 2.14% [1] - The company posted revenues of $784.8 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 19.92%, and down from $904 million in the same quarter last year [2] - Over the last four quarters, Trinseo has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Trinseo shares have declined approximately 16.7% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The current Zacks Rank for Trinseo is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$1.40 on revenues of $966.82 million, and for the current fiscal year, it is -$3.88 on revenues of $3.78 billion [7] - The estimate revisions trend for Trinseo is mixed, and changes in earnings expectations may occur following the recent earnings report [6] Industry Context - The Chemical - Specialty industry, to which Trinseo belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8]

分组1 - Alto Ingredients reported a quarterly loss of $0.16 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.15, but an improvement from a loss of $0.17 per share a year ago, indicating a -6.67% earnings surprise [1] - The company posted revenues of $226.54 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.05%, but down from $240.63 million in the same quarter last year [2] - Alto Ingredients has underperformed the market, with shares down approximately 45.6% year-to-date compared to the S&P 500's decline of 4.7% [3] 分组2 - The earnings outlook for Alto Ingredients is mixed, with the current consensus EPS estimate for the upcoming quarter at -$0.09 on revenues of $234.34 million, and -$0.27 on revenues of $957.81 million for the current fiscal year [7] - The Zacks Industry Rank places the Consumer Products - Discretionary sector in the bottom 32% of over 250 Zacks industries, suggesting that the industry outlook could significantly impact stock performance [8]