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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Equity Bottom-Up

<ul><li>During the 2024 annual results briefing yesterday, Gevo management remained highly focused on the company’s strategy to: (1) develop and commercialize technologies to convert ethanol and other alcohols into hydrocarbon fuels and chemicals, including SAF and RNG</li><li>(2) establishing the carbon value of products by tracking and verifying sustainability attributes with Gevo’s Verity software</li><li>(3) monetizing the carbon abatement benefits of the company’s fuels and chemicals,</li></ul>

During the 2024 annual results briefing yesterday, Gevo management remained highly focused on the company’s strategy to: (1) develop and commercialize technologies to convert ethanol and other alcohols into hydrocarbon fuels and chemicals, including SAF and RNG(2) establishing the carbon value of products by tracking and verifying sustainability attributes with Gevo’s Verity software(3) monetizing the carbon abatement benefits of the company’s fuels and chemicals,

<ul><li>The podcast covered discussions on: (1) why the latest DC policy guidelines are a win for biofuel producers, farmers, the public and the environment, and a milestone for market-based ag conservation,</li><li>(2) the importance of homegrown US energy and the economic benefits to the rural economy,</li><li>(3) evidence of strong bipartisan support for biofuels and support for CCS by key figures in the Trump administration, (4) nearing close of the Red Trail acquisition and being on track with the DOE Loan, and (5) other updates.</li></ul>

The podcast covered discussions on: (1) why the latest DC policy guidelines are a win for biofuel producers, farmers, the public and the environment, and a milestone for market-based ag conservation,(2) the importance of homegrown US energy and the economic benefits to the rural economy,(3) evidence of strong bipartisan support for biofuels and support for CCS by key figures in the Trump administration, (4) nearing close of the Red Trail acquisition and being on track with the DOE Loan, and (5) other updates.

Gevo, Inc.: WTR Small-Cap Spotlight Recap

<ul><li>EVP of Corporate Affairs Lindsay Fitzgerald and VP of Corporate Development Eric Frey joined us on the WTR Small-Cap Spotlight to discuss: (1) why the historical track record of bipartisan support of biofuels is likely to continue in DC,</li><li>(2) the tangible economic benefit to farmers for producing low- carbon crops for biofuel,</li><li>(3) the DOE loan process for Gevo’s Net- Zero 1 (NZ-1) sustainable aviation fuel (SAF) project</li></ul>

EVP of Corporate Affairs Lindsay Fitzgerald and VP of Corporate Development Eric Frey joined us on the WTR Small-Cap Spotlight to discuss: (1) why the historical track record of bipartisan support of biofuels is likely to continue in DC,(2) the tangible economic benefit to farmers for producing low- carbon crops for biofuel,(3) the DOE loan process for Gevo’s Net- Zero 1 (NZ-1) sustainable aviation fuel (SAF) project

Gevo, Inc. - WTR Small-Cap Spotlight - On the Ground in DC; Gevo Expects Bipartisan Support

<ul><li>Gevo management was upbeat during the company’s 3Q24 analyst briefing.</li><li>This follows many major milestones reached during the quarter, including (1) Gevo receiving a US Department of Energy (DOE) conditional loan guarantee, with borrowing capacity of $1.6 billion for the company’s Net-Zero 1 (NZ-1) sustainable aviation fuel (SAF) project</li><li>(2) the planned $210- million Red Trail acquisition, including low-carbon ethanol and carbon capture and sequestration (CCS) assets</li></ul>

Gevo management was upbeat during the company’s 3Q24 analyst briefing.This follows many major milestones reached during the quarter, including (1) Gevo receiving a US Department of Energy (DOE) conditional loan guarantee, with borrowing capacity of $1.6 billion for the company’s Net-Zero 1 (NZ-1) sustainable aviation fuel (SAF) project(2) the planned $210- million Red Trail acquisition, including low-carbon ethanol and carbon capture and sequestration (CCS) assets

GEVO: 3Q24 Results - A Transformative Quarter

<ul><li>Notably, NZ-1 is the first large-scale alcohol-to-jet (ATJ) project to receive a DOE loan commitment. NZ-1 is a 60 million gallon per year sustainable aviation fuel (SAF) project.</li><li>The NZ-1 project aims to produce SAF with potential for net-zero or even negative carbon intensify (CI) impact on airlines through a highly electrified and optimized production process, onsite wind power, climate-smart agricultural practices from regional corn growers, and potential carbon capture and sequestration.</li><li>According to Gevo, NZ-1 will have the lowest production cost particularly when measured as the cost of carbon abatement. </li></ul>

Notably, NZ-1 is the first large-scale alcohol-to-jet (ATJ) project to receive a DOE loan commitment. NZ-1 is a 60 million gallon per year sustainable aviation fuel (SAF) project.The NZ-1 project aims to produce SAF with potential for net-zero or even negative carbon intensify (CI) impact on airlines through a highly electrified and optimized production process, onsite wind power, climate-smart agricultural practices from regional corn growers, and potential carbon capture and sequestration.According to Gevo, NZ-1 will have the lowest production cost particularly when measured as the cost of carbon abatement. 

Gevo, Inc. - A Watershed Moment - $1.63 Billion Conditional Loan Guarantee from the DOE

United States

Gevo Inc. operates as a technology development company for biobutanol. The Company offers products that enable the production of fuels for the diesel and jet markets, and the production of green chemicals derived from renewable resources.

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Gevo (GEVO US)

Gevo, Inc: 4Q24 Results

Gevo North Dakota completed the acquisition of Red Trail Energy’s ethanol biorefinery and integrated carbon capture and storage (CCS) operations.

Water Tower Research

Gevo, Inc.: WTR Small-Cap Spotlight Recap

The podcast covered discussions on: (1) why the latest DC policy guidelines are a win for biofuel producers, farmers, the public and the environment

Water Tower Research

Gevo, Inc. - WTR Small-Cap Spotlight - On the Ground in DC; Gevo Expects Bipartisan Support

Fitzgerald is well positioned to discuss policy given her 20- year history and strong track record of working in biofuels policy in Washington

Water Tower Research

GEVO: 3Q24 Results - A Transformative Quarter

Gevo management was upbeat during the company’s 3Q24 analyst briefing. This follows many major milestones reached during the quarter

Water Tower Research

Gevo, Inc. - A Watershed Moment - $1.63 Billion Conditional Loan Guarantee from the DOE

Notably, NZ-1 is the first large-scale alcohol-to-jet (ATJ) project to receive a DOE loan commitment. NZ-1 is a 60 million gallon per year...

Water Tower Research

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