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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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<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

<ul><li>CEO and Director Patrick Gruber joined us on the WTR Small-Cap Spotlight to discuss Gevo’s recent acquisition of Red Trail in North Dakota.</li><li>Those interested can listen to this podcast on Apple Podcasts, Spotify, or on our website</li><li>With the planned $210-million Red Trail acquisition, Gevo will add low-carbon ethanol and carbon capture and sequestration (CCS) as new operational business lines. </li></ul>

CEO and Director Patrick Gruber joined us on the WTR Small-Cap Spotlight to discuss Gevo’s recent acquisition of Red Trail in North Dakota.Those interested can listen to this podcast on Apple Podcasts, Spotify, or on our websiteWith the planned $210-million Red Trail acquisition, Gevo will add low-carbon ethanol and carbon capture and sequestration (CCS) as new operational business lines. 

Gevo, Inc.-  Update Note - September 25, 2024

Thematic (Sector/Industry)

<ul><li>WTR attended the North American SAF Conference in St. Paul, Minnesota, which included close to 500 participants from government agencies, industry associations, and companies along the entire SAF supply chain, as well as financial and legal service providers.</li><li>For background, see WTR’s report, Biofuels Focus: Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off In the US?.</li><li>SAF capacity proposed in the US is already massive. </li></ul>

WTR attended the North American SAF Conference in St. Paul, Minnesota, which included close to 500 participants from government agencies, industry associations, and companies along the entire SAF supply chain, as well as financial and legal service providers.For background, see WTR’s report, Biofuels Focus: Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off In the US?.SAF capacity proposed in the US is already massive. 

Key Takeaways: The North American Sustainable Aviation Fuel (SAF) Conference

<ul><li>The WTR Sustainable Index was up 4.9% W/W versus the S&amp;P 500 Index (up 4.0%), the Russell 2000 Index (up 4.4%) and the Nasdaq Index (up 5.9%).</li><li>Energy Technology (13.7% of the index) was up 6.0%, while Industrial Climate and Ag Technology (47.4% of the index) was up 6.5%, ClimateTech Mining was up 3.5%, and Advanced Transportation Solutions (19.7% of index) was up 1.6%.</li><li style="text-align: left;">Top 10 Performers:<span style="font-size: var(--content-font-size);"> GP, FTCI, GCEH, GEVO, SPI, SUNW, </span><span style="font-size: var(--content-font-size);">INVZ, SMR, GRB, GTEC</span></li></ul>

The WTR Sustainable Index was up 4.9% W/W versus the S&amp;P 500 Index (up 4.0%), the Russell 2000 Index (up 4.4%) and the Nasdaq Index (up 5.9%).Energy Technology (13.7% of the index) was up 6.0%, while Industrial Climate and Ag Technology (47.4% of the index) was up 6.5%, ClimateTech Mining was up 3.5%, and Advanced Transportation Solutions (19.7% of index) was up 1.6%.Top 10 Performers: GP, FTCI, GCEH, GEVO, SPI, SUNW, INVZ, SMR, GRB, GTEC

Sustainable Investing Surveyor Focus on LSB Industries, Inc.

<ul><li>The WTR Sustainable Index was up 3.0% W/W versus the S&amp;P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).</li><li>Energy Technology (13.8% of the index) was up 3.8%, while Industrial Climate and Ag Technology (46.2% of the index) was up 2.9%, ClimateTech Mining was up 2.7%, and Advanced Transportation Solutions (20.1% of index) was up 2.7%.</li><li>Top 10 Performers: ZEV, ORGN, GIGA, GTEC, PSIX, GEVO, GCEI, COMM, ASPN, FF</li></ul>

The WTR Sustainable Index was up 3.0% W/W versus the S&amp;P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).Energy Technology (13.8% of the index) was up 3.8%, while Industrial Climate and Ag Technology (46.2% of the index) was up 2.9%, ClimateTech Mining was up 2.7%, and Advanced Transportation Solutions (20.1% of index) was up 2.7%.Top 10 Performers: ZEV, ORGN, GIGA, GTEC, PSIX, GEVO, GCEI, COMM, ASPN, FF

Sustainable Investing Surveyor - Focus on Green Plains, Inc. (GPRE)

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. - 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...

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Gevo, Inc.- Update Note - September 25, 2024

CEO and Director Patrick Gruber joined us on the WTR Small-Cap Spotlight to discuss Gevo’s recent acquisition of Red Trail in North Dakota.

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Key Takeaways: The North American Sustainable Aviation Fuel (SAF) Conference

The Commercial Aviation Alternative Fuels Initiative (CAAFI) said at least 200 entities have approached the association with SAF projects.

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Sustainable Investing Surveyor Focus on LSB Industries, Inc.

The WTR Sustainable Index was up 4.9% W/W versus the S&P 500 Index (up 4.0%), the Russell 2000 Index (up 4.4%) and the Nasdaq Index (up 5.9%).

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Sustainable Investing Surveyor - Focus on Green Plains, Inc. (GPRE)

The WTR Sustainable Index was up 3.0% W/W versus the S&P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).

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