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]

Core Viewpoint - Gevo, Inc. is set to discuss the completion of its acquisition of low-carbon ethanol and carbon capture assets at Net-Zero North during a virtual investor presentation on February 6, 2025 [1] Company Overview - Gevo is a next-generation 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 a range of renewable products, including sustainable 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 an adjacent 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 business model emphasizes a "pay for performance" approach regarding carbon and sustainability attributes, ensuring value delivery to the local economy [2] - Through its Verity subsidiary, Gevo enhances transparency and efficiency in tracking and verifying supply chain attributes [2]

Core Insights - Gevo, Inc. has acquired Red Trail Energy's ethanol production plant and carbon capture and sequestration assets for $210 million, aiming to enhance its sustainable aviation fuel production capabilities and achieve net-zero greenhouse gas emissions [1][2] - The acquisition is expected to contribute between $30 million to $60 million in Adjusted EBITDA annually, with the new assets being renamed "Net-Zero North" [1][2] - The transaction was financed through a combination of Gevo's equity capital and a $105 million senior secured term loan from Orion Infrastructure Capital, which is also interested in providing additional funding for future growth projects [1][8] Company Strategy - Gevo's CEO emphasized the strategic importance of the acquisition for expanding sustainable aviation fuel production and integrating carbon capture technology, which is crucial for mitigating risks associated with carbon emissions [1][2] - The company plans to leverage the existing operational team from Red Trail Energy and is already in the engineering development phase for a new alcohol-to-jet SAF plant at the site [2][6] - The acquisition aligns with Gevo's broader mission to strengthen rural economies and contribute to energy security through innovative renewable products [6][8] Market Position - Net-Zero North is positioned as one of the few ethanol plants in the U.S. expected to maximize value from carbon abatement, with a projected carbon intensity score significantly lower than non-CCS connected plants [2][6] - The acquisition is seen as a critical step towards Gevo's goal of becoming self-sustaining and profitable ahead of the launch of its Net-Zero 1 project in South Dakota [1][2] - The partnership with OIC is expected to enhance Gevo's growth potential in sustainable infrastructure, reflecting a growing market demand for lower-carbon-footprint products [1][8]

Core Insights - Verity Holdings and Landus have formed a partnership to enhance sustainability value for farmers through export markets, utilizing Verity's platform for tracking and verifying agricultural product attributes [1][2][3] - The collaboration aims to streamline certification and data verification processes, providing measurable premiums to farmers and encouraging processors to adopt sustainable practices [2][3] - The partnership will expand data verification efforts across additional Landus facilities and pilot innovative market solutions, focusing on building trust and transparency with stakeholders [3][4] Company Overview - Verity is a subsidiary of Gevo, Inc., specializing in tracking and verifying carbon intensity across the full carbon lifecycle [7] - Gevo's mission is to convert renewable energy and biogenic carbon into sustainable fuels and chemicals, emphasizing sustainability through its Verity subsidiary [5] - Landus is an agriculture solutions company that prioritizes farmer-centric decisions, connecting farmer-owners with global markets through innovative and sustainable practices [8][9]