Research from Water Tower Research, Water Tower Research

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.

Equity Research Firm

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

Thematic (Sector/Industry)

<ul><li>According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon capture and sequestration (CCS) for negative emissions warn that many countries now over-rely on carbon removals to meet climate targets instead of cutting fossil fuel use.</li><li>Their idea was meant as a backup to offset unavoidable past emissions, not as a substitute for emission reductions. </li><li>According to the report, this approach, now central to climate plans, may delay necessary action and heighten climate risks. </li></ul>

According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon capture and sequestration (CCS) for negative emissions warn that many countries now over-rely on carbon removals to meet climate targets instead of cutting fossil fuel use.Their idea was meant as a backup to offset unavoidable past emissions, not as a substitute for emission reductions. According to the report, this approach, now central to climate plans, may delay necessary action and heighten climate risks. 

WTR Renewable Fuels Focus : SAF and the Untapped Potential of Farming, Fuel...

<ul><li>Last week, the WTR Sustainable Index was up 3.4% W/W versus the S&amp;P 500 Index (up 0.9%), the Russell 2000 Index (up 3.1%), and the Nasdaq Index (up 0.4%).</li><li>Energy Technology (41% of the index) was up 3.1%, while Transportation Solutions (33% of the index) was up 3.9%, Climate Tech and Clean Tech (19% of the index) was up 2.7%, and Climate Tech Mining and Processing (7% of the index) was up 3.3%.</li><li>Top 10 Performers: AMYZF, XPON, GRNWF, GEVO, RIDE, SUUN, BNRG, ARRY, FSI, PPSI</li></ul>

Last week, the WTR Sustainable Index was up 3.4% W/W versus the S&amp;P 500 Index (up 0.9%), the Russell 2000 Index (up 3.1%), and the Nasdaq Index (up 0.4%).Energy Technology (41% of the index) was up 3.1%, while Transportation Solutions (33% of the index) was up 3.9%, Climate Tech and Clean Tech (19% of the index) was up 2.7%, and Climate Tech Mining and Processing (7% of the index) was up 3.3%.Top 10 Performers: AMYZF, XPON, GRNWF, GEVO, RIDE, SUUN, BNRG, ARRY, FSI, PPSI

Sustainable Investing Surveyor Focus on NHHHF - August 18, 2025

<ul><li>Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?</li><li>CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.</li><li>Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,</li></ul>

Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,

WTR Ethanol-Carbon Capture & Storage Primer

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

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

WTR Renewable Fuels Focus : SAF and the Untapped Potential of Farming, Fuel...

According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon...

Water Tower Research

Sustainable Investing Surveyor Focus on NHHHF - August 18, 2025

Last week, the WTR Sustainable Index was up 3.4% W/W versus the S&P 500 Index (up 0.9%), the Russell 2000 Index (up 3.1%), and the Nasdaq Index (up...

Water Tower Research

WTR Ethanol-Carbon Capture & Storage Primer

CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)