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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>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

<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

<ul><li>Gevo produces renewable fuels and develops related technologies that help customers meet carbon abatement goals as cost effectively as possible.</li><li>Gevo is pursuing several complementary businesses, each at a different stage in the business cycle, including sustainable aviation fuel (SAF) (Net- Zero 1 [NZ1]) (near FID), carbon tracking (Verity) (near revenue), renewable natural gas (RNG) (operating), bio- propylene (pilot phase joint development agreement [JDA] with LG Chem), and other businesses.</li></ul>

Gevo produces renewable fuels and develops related technologies that help customers meet carbon abatement goals as cost effectively as possible.Gevo is pursuing several complementary businesses, each at a different stage in the business cycle, including sustainable aviation fuel (SAF) (Net- Zero 1 [NZ1]) (near FID), carbon tracking (Verity) (near revenue), renewable natural gas (RNG) (operating), bio- propylene (pilot phase joint development agreement [JDA] with LG Chem), and other businesses.

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. - 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

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.

Water Tower Research

Gevo, Inc. (GEVO): Initiating Coverage

Gevo produces renewable fuels and develops related technologies that help customers meet carbon abatement goals as cost effectively as possible.

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