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

<div><ul><li>Gevo is a technology-driven company that produces renewable fuels and chemicals that offer cost-effective, sustainable alternatives to fossil fuels. </li><li>Utilizing bio-based resources and advanced fermentation, Gevo creates high-value “drop-in” fuels and chemicals. Its portfolio includes low-carbon ethanol, synthetic aviation fuel (SAF), renewable natural gas (RNG), and co-products such as protein feed, corn oil, and biogenic industrial CO2. Gevo’s Verity subsidiary delivers digital carbon tracking and verification services.</li><li>Dr. Bloom shared his professional background and vision for Gevo’s future. He highlighted his experience in technology development and commercialization at ADM and Gevo, particularly in bio-based products and sustainable materials. </li></ul></div>

Gevo is a technology-driven company that produces renewable fuels and chemicals that offer cost-effective, sustainable alternatives to fossil fuels. Utilizing bio-based resources and advanced fermentation, Gevo creates high-value “drop-in” fuels and chemicals. Its portfolio includes low-carbon ethanol, synthetic aviation fuel (SAF), renewable natural gas (RNG), and co-products such as protein feed, corn oil, and biogenic industrial CO2. Gevo’s Verity subsidiary delivers digital carbon tracking and verification services.Dr. Bloom shared his professional background and vision for Gevo’s future. He highlighted his experience in technology development and commercialization at ADM and Gevo, particularly in bio-based products and sustainable materials. 

GEVO: In Case You Missed It: Gevo's Virtual NDR Key Takeaways and Leadership Transition

<ul><li>For 3Q25, Gevo achieved positive adjusted EBITDA of $6.7 million. </li><li>This exceeded FactSet consensus analyst forecasts for $5.2 million and marked its second consecutive quarter of positive adjusted EBITDA.</li><li>Gevo North Dakota alone contributed $17.8 million in adjusted EBITDA. </li></ul>

For 3Q25, Gevo achieved positive adjusted EBITDA of $6.7 million. This exceeded FactSet consensus analyst forecasts for $5.2 million and marked its second consecutive quarter of positive adjusted EBITDA.Gevo North Dakota alone contributed $17.8 million in adjusted EBITDA. 

GEVO: 3Q25 EBITDA Beat; Sees up to $110 Million EBITDA with Low-Cost ND Optimization

Thematic (Sector/Industry)

<div><ul><li>The Circular Carbon and Environmental Solutions sector offers investors a structural, multi-decade opportunity set.</li><li>This is driven by tightening clean fuel mandates, domestic energy and resource security priorities, and mandatory environmental remediation.</li><li>After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally improved setup. </li></ul></div>

The Circular Carbon and Environmental Solutions sector offers investors a structural, multi-decade opportunity set.This is driven by tightening clean fuel mandates, domestic energy and resource security priorities, and mandatory environmental remediation.After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally improved setup. 

Primer: Energy Transition : Circular Carbon and Environmental Solutions - 17 June 2026

<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

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: In Case You Missed It: Gevo's Virtual NDR Key Takeaways and Leadership Transition

Gevo is a technology-driven company that produces renewable fuels and chemicals that offer cost-effective, sustainable alternatives to fossil fuels.

Water Tower Research

GEVO: 3Q25 EBITDA Beat; Sees up to $110 Million EBITDA with Low-Cost ND Optimization

This exceeded FactSet consensus analyst forecasts for $5.2 million and marked its second consecutive quarter of positive adjusted EBITDA.

Water Tower Research

Primer: Energy Transition : Circular Carbon and Environmental Solutions - 17 June 2026

After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally...

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

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