Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

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<ul><li>Gevo, Inc. (NASDAQ: GEVO) is a geographically diversified technology-driven company that produces cost-effective renewable fuels, chemicals, and valuable co-products. </li><li>In North Dakota, Gevo has an integrated low-carbon ethanol plant with large-scale carbon capture and sequestration (CCS) and is planning a 30-million-gallon alcohol-to-jet (ATJ-30) sustainable aviation fuel (SAF) plant.</li><li>We forecast a nearly 60% EBITDA CAGR through 2030 driven by plant optimization, carbon monetization, and SAF deployment. </li></ul>

Gevo, Inc. (NASDAQ: GEVO) is a geographically diversified technology-driven company that produces cost-effective renewable fuels, chemicals, and valuable co-products. In North Dakota, Gevo has an integrated low-carbon ethanol plant with large-scale carbon capture and sequestration (CCS) and is planning a 30-million-gallon alcohol-to-jet (ATJ-30) sustainable aviation fuel (SAF) plant.We forecast a nearly 60% EBITDA CAGR through 2030 driven by plant optimization, carbon monetization, and SAF deployment. 

GEVO: Delivers 20% EBITDA Beat in 4Q25; Strong Growth Outlook Intact