Gevo Inc (GEVO)

[Hystart]

Shell Bails on AD. Not a good sign:
https://www.mprnews.org/story/2023/09/12/digesters-make-renewable-energy-from-manure-but-face-hurdles

[pack10]

This is an article everyone should take a few minutes to read.

https://www.ttnews.com/articles/clean-fuel-biofuel-growth

[pack10]

How is it that gasoline / diesel are at or near highs and NatGas / RNG are very low in price.

WHY? We, meaning the United States has huge supplies of NatGas. RNG s/b the bridge fuel, but many want EV,s. Foolish, as I see it. Being once again dependent on foreign countries for the raw material for batteries. So, RNG / NatGas is the answer. Very clean fuel. GEVO, is part of the solution.

We get a new administration and I think this all gets sorted out.

[db101]

Nice past 3 months…

[Hystart]

I wonder how that RNG project is working out for them? My guess is that like all the others out there, it is not financially viable!

[garyhalvo]

Also known as fireside

[garyhalvo]

They are doing another water tower at 4ET

[zomoney]

Music to my ears!

[mightymite1]

Whats Up With GEVO? Are we on Another Run to 10.00 ?

[glenn1919]

GEVO.........................https://stockcharts.com/h-sc/ui?s=GEVP&p=W&b=5&g=0&id=p86431144783

[uksausage]

if they think the price is undervalued they should be buying personally not with shareholders money.
do they really have the funds to buy back stock with all the capital they need to bring plants on line?

[stew1340]

Maybe this news will give Gevo price a little run up.

https://finance.yahoo.com/news/gevo-announces-25-million-stock-130000019.html?fr=sycsrp_catchall

[Singhania]

TheStreetReports: Cleantech Stocks On The Move: $RGXTF | $RGX.V, $ABML, $GEVO, $CLNV https://www.marketscreener.com/quote/stock/REGENX-TECH-49477121/news/TheStreetReports-Cleantech-Stocks-On-The-Move-RGXTF-RGX-V-ABML-GEVO-CLNV-43707620/

[Hystart]

Who had a nice increase in revenue???? GEVO has the revenue of an Ace Hardware Store. Only difference is that an ACE store has that revenue per MONTH and shows a profit on it!

GEVO has essentially NO REVENUE and had 100MM $ in lossess!

[buccaneer1961]

Oh ok

[Hystart]

I have, in writing, they ignored me.

[buccaneer1961]

Why don't you tell them that? We can't do anything here

[Hystart]

I wonder how low this POS is going to go. They have NO income and are trying to build a manure biogas project that EVERYONE IN THE US HAS FAILED.

This is a pig stock. The leadership is full of themselves with NO concept of how to make money. Do not take my word for it, just look at the history.

[Dubster watching]

$$

[mightymite1]

Moving 11,000 shares from IRA to ROTH at the Close Today
Seeing they had a Pretty Nice Increase in Revenue !!
Nowww Lets see at least 10.00 within the next full Year !!

[Raptor1511]

The fed is going to raise interest rates again . Its strikes fear in the market

[mightymite1]

What is happening here,,,, Yesterday's Reports look Good??

[buccaneer1961]

There's no notes comming and they are funded thru 2025 when the big bucks come?

[db101]

As of today… Earnings Growth Rate is 9%… and Sales Growth is 158%

[db101]

…that’s correct (2025)

[buccaneer1961]

Ok..so the big bucks start to roll in then..correct? 2025?

[uksausage]

they have the contracts already starting shipments in 2025, this is how they got project financing approved.

netZero 1 project should be producing fuel in 2025 (construction starts this year although they did "break ground" last year.)
https://gevo.com/net-zero-projects/introducing-net-zero-1-a-source-for-sustainable-liquid-hydrocarbons/

[buccaneer1961]

When will production start and contracts come in?

[pack10]

I sure hope this company can get their product up and running.

I see them being able to sell every drop they can make.

[kettleman]

Yep I'm seeing that as you speek, they just said the Abrams take the fuel of airlines. You can almost see some of the So Called Green Money going to Gevo to push the process, Just my own thoughts. it gets more interesting as we move Forward... Good Day..

N. Dakota..

[pack10]

This just in. The Biden admin has just authorized sending 31 Abram tanks to Ukraine

Will this have direct impact on GEVO, no But it will require many gallons of fuel to keep these tanks in operation.

Aviation fuel, miles per gallon, more like gallons per mile. Cost of this war is going higher. Infrastructure cost was the main reason
for not sending these tanks.
I believe this will be something to pay attention to if you're a Gevo investor.

[kettleman]

Thanks for the Information, I'll be doing much more digging on this one, Family lives in N. Dakota, I'm going to work on a Few of them to do some trips South. Good Day..

N. Dakota

[pack10]

Hi Kettleman

Was surprised to hear about this fuel as well. I happened to be listening to a news feed that was discussing sending tanks to Ukraine. The news reporter mentioned this Abrams tank and fuel required compared to European models. so looked it up.

1500 hp gas turbine engine max speed 42mph made by general Dynamics

[kettleman]

hey there Pack- where did you see or find the info on that. Just looking for more to read, I havn'trun into that one. Good Day...


Ndakota

[buccaneer1961]

When will they have the file ready to sell?

[pack10]

Some food for thought.

As you know this company is got many commitments / letters of intent for their aviation fuel.

Are all of you aware the tank the army has runs on this fuel? Not diesel like others.

This means another outlet for aviation fuel with a gov't contract could be in the making//

[Hystart]

I will take a look, did not think about it, good call. I am not so smart most of the time. I hope this project does better than virtually all the other RNG dairy manure projects in the USA!!! The financial success rate on these projects is pretty much 100%. Meaning 100% failure in meeting financial projections. No reason for this one to be ANY different.

But maybe this one will be a unicorn. We will find out in 12 months or so, but I told you so.

[Nepatrader]

it's going fine. little delay due to winter pouring concrete. other they that ....its our year ! can't you use Google earth yourself? gee

[Hystart]

Anyone hear how there Dairy RNG project is going? Have not seen a recent update?

[Porterhouse10]

Ooffff

[pack10]

Merry Christmas and Happy New year to you as well.

Tax lose selling

[turning stone]

Nice upward movement both regular and after hours trading. Hope they keep it up and once again crack $2/share. To all our shareholders I wish all of you a happy and healthy holiday season.

[turning stone]

Who dropped 512k right at the end of the trading day,

[pack10]

I agree!! However, the investing public is just way to skittish lately, imo. Gevo has a number of airlines who are just waiting to buy their fuel. More will come as product becomes available!! Yet....

[turning stone]

Although I am not a fan of Biden I do think we need to help the planet to live on. Therefore I do think GEVO has the right idea. The stock seem to be way under valued and I think a break out is shortly on the way. But then what to I know.

[pack10]

I agree. sure seems like demand is going to outstrip supply, which will be an important factor going forward.

I see a much higher pps in the next 6 months

[db101]

GEVO is currently undervalued…

[uksausage]

the importance of all these agreements is that it helps underwrite the funding needed to build their facilities.

[pack10]

Investors seem to be ignoring this stock. Not for long, as I see it. Take a look at this!!!

Gevo (NASDAQ:GEVO) has developed an important, new technology that’s going to become an important part of our economy: sustainable airlines fuel.

I used to be skeptical about Gevo, but as the company has kept the massive, new deals with airlines rolling in, I’ve become a real believer in the company and in GEVO stock. Just in the last several weeks, Gevo has announced two, new, impressive agreements with major airlines. Further, the company is starting to sign deals with airlines in many different parts of the world, showing that it’s becoming a true international player in the SAF space.

Specifically, on Nov. 2 the company unveiled a 6 million gallon per year, five-year agreement with Iberia Airlines that Gevo says is going to be worth a total of $165 million. On Oct. 25, Qatar Airways got into the act, as Gevo announced that the Middle Eastern airlines would purchase 5 million gallons of SAF from it starting in 2028.

“The agreement with Qatar…. supports Gevo’s efforts in pursuit of its stated goal of producing and commercializing a billion gallons of SAF by 2030,” Gevo stated in conjunction with the announcement.

And on Oct. 10, the company reported that it “has approximately 375 million gallons per year of…SAF and hydrocarbon fuel supply agreements” that should bring its annual revenue to about $2.3 billion.

Yet the stock’s market capitalization is only $444.46 million. Given the company’s projected annual revenue total and many airlines’ apparent devotion to spending a great deal of money on SAF, GEVO is an excellent tech stock to buy now.

[pack10]

You want to know why this company is going to be very successful. Just look at the agreements they're making. Not just an your normal ethanol company imo. But one that is specializing in aviation fuel.

American Airlines Group Inc., Japan Airlines Co. and others have signed long-term supply contracts with the Englewood, Colo.-based agri-energy company for its alternative fuel. So far, Gevo has agreements that call for 375 million gallons a year, representing $2.8 billion in expected annual revenue, the company said.

Gevo Chief Executive Patrick Gruber said the supply deals are crucial to securing funding for current and upcoming construction projects to boost production of alternative fuels that the airline industry needs to address regulations aimed at curbing climate change.

"The contracts from airlines are the single most important thing," Mr. Gruber said. "Without that you can't get project financing."

The company has also signed contracts with Aer Lingus Ltd., Alaska Airlines Inc., Finnair Oyj, Iberia Lineas Aereas de Espana SA and Qatar Airways Group QCSC.

Airlines want at least 10% of their fuel to be sustainable by 2023, Gevo said in a securities filing. Members of the International Air Transport Association last year agreed to commit to reducing net carbon emissions to zero by 2050, with sustainable aviation fuel contributing up to 80% of the decline. Airlines account for about 2.1% of global carbon emissions, according to the Air Traffic Transport Action Group's website.