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Started By
Message
GEVO has the momo
Posted on 10/9/24 at 6:12 pm
Posted on 10/9/24 at 6:12 pm
A cleaner burning jet fuel company with, supposedly, a proven product.
Recent acquisition to strengthen capabilty
A pending approval of a DOE loan to build the plant
Gain of 171% in the past month
What could possibly go wrong?
Recent acquisition to strengthen capabilty
A pending approval of a DOE loan to build the plant
Gain of 171% in the past month
What could possibly go wrong?
1
Posted on 10/10/24 at 12:54 am to 75503Tiger
I've held for a couple of years now, been patient knowing it's a long term play. It's been rolling lately with the acquisition of CultavateAI and Red Trail Energy's assests.
Still skeptical, but it's starting to look like this is a legit business. Still waiting on the news of a DoE loan and when it comes this will probably jump even more than it already has.
What could go wrong in my opinion (and not getting political, just thinking of scenarios that could make a particular stock and company, in this case Gevo crash and burn), would be Trump getting elected and canceling the inflation reduction act and any money not paid out. I think Gevo is relying on this DoE loan to really kick start this whole process if they can secure the loan.
Who knows, maybe Trump won't mess with SAF and RNG that Gevo plans to produce....I have faith in this company in becoming profitable sometime in next 4 years.
That being said, I'm not an FA so do your own research
Still skeptical, but it's starting to look like this is a legit business. Still waiting on the news of a DoE loan and when it comes this will probably jump even more than it already has.
What could go wrong in my opinion (and not getting political, just thinking of scenarios that could make a particular stock and company, in this case Gevo crash and burn), would be Trump getting elected and canceling the inflation reduction act and any money not paid out. I think Gevo is relying on this DoE loan to really kick start this whole process if they can secure the loan.
Who knows, maybe Trump won't mess with SAF and RNG that Gevo plans to produce....I have faith in this company in becoming profitable sometime in next 4 years.
That being said, I'm not an FA so do your own research
This post was edited on 10/10/24 at 12:55 am
Posted on 10/16/24 at 4:02 pm to Ballstein32
Step 1
Gevo, Inc. (NASDAQ: GEVO), a leading developer of net-zero hydrocarbon fuels and chemicals, is pleased to announce it received a conditional commitment for a loan guarantee with disbursements totaling $1.46 billion (excluding capitalized interest during construction) from the U.S. Department of Energy (“DOE”) Loan Programs Office (“LPO”) for its Net-Zero 1 project (“NZ1”) in South Dakota. With capitalized interest during construction, the DOE loan facility has a borrowing capacity of $1.63 billion.
LINK
Gevo, Inc. (NASDAQ: GEVO), a leading developer of net-zero hydrocarbon fuels and chemicals, is pleased to announce it received a conditional commitment for a loan guarantee with disbursements totaling $1.46 billion (excluding capitalized interest during construction) from the U.S. Department of Energy (“DOE”) Loan Programs Office (“LPO”) for its Net-Zero 1 project (“NZ1”) in South Dakota. With capitalized interest during construction, the DOE loan facility has a borrowing capacity of $1.63 billion.
LINK
Posted on 10/16/24 at 11:27 pm to Ballstein32
Wish I had been following your thread a couple of days ago. Jeeeeeeez. After hours it mooned. Wonder what will happen tomorrow.
Posted on 10/17/24 at 9:07 am to kung fu kenny
TVGN taking off
Posted on 10/17/24 at 10:17 am to D_cup
Still going up after this week’s spike?
Posted on 10/17/24 at 11:02 am to kung fu kenny
TVGN? Still going up
Posted on 10/17/24 at 11:42 am to D_cup
Taking your word for it, internet stranger. Let’s ride.
Posted on 10/17/24 at 2:33 pm to Ballstein32
I stand corrected about if Trump being elected and cancels any remaining funds of the inflation reduction act GEVO would be screwed. Per the attached link, the CEO of gevo, Gruber, says the the loan would survive am administration change.
With the loan announced, that is now off the board.
The key is the carbon pipeline from another company that was going to be built to transfer carbon to ND to bury or some shite. Landowners and county commissions seem pretty opposed to this being built.
This will be key on if this whole project progresses or if they potentially have to move from SD to ND. This whole loan is tied to them being at Lake Preston, SD.
Still a Longshot, but I'm in it till it moons
LINK
Gruber told South Dakota Searchlight at the time he believes the Summit project will be completed, but that the company “would have to consider” moving its operations to North Dakota “if there is no hope” for a carbon pipeline in South Dakota.
During an investor call Thursday morning, Gruber was asked about another potential political issue, in this case on the federal level. One of the investors asked if the company’s loan would remain viable in the event Republican Donald Trump is elected president in November. Trump has signaled plans to undo many of President Biden’s climate change policies.
“The conditional commitment survives administrations,” Gruber said, referring to the loan guarantee.
The loan guarantee is tied to the South Dakota site, Gruber told South Dakota Searchlight in an email. The funds would not be used for the facility in North Dakota.
With the loan announced, that is now off the board.
The key is the carbon pipeline from another company that was going to be built to transfer carbon to ND to bury or some shite. Landowners and county commissions seem pretty opposed to this being built.
This will be key on if this whole project progresses or if they potentially have to move from SD to ND. This whole loan is tied to them being at Lake Preston, SD.
Still a Longshot, but I'm in it till it moons
LINK
Gruber told South Dakota Searchlight at the time he believes the Summit project will be completed, but that the company “would have to consider” moving its operations to North Dakota “if there is no hope” for a carbon pipeline in South Dakota.
During an investor call Thursday morning, Gruber was asked about another potential political issue, in this case on the federal level. One of the investors asked if the company’s loan would remain viable in the event Republican Donald Trump is elected president in November. Trump has signaled plans to undo many of President Biden’s climate change policies.
“The conditional commitment survives administrations,” Gruber said, referring to the loan guarantee.
The loan guarantee is tied to the South Dakota site, Gruber told South Dakota Searchlight in an email. The funds would not be used for the facility in North Dakota.
This post was edited on 10/17/24 at 2:42 pm
Posted on 10/17/24 at 3:37 pm to Ballstein32
The loan may not be at risk, but if this projects gets production tax credits: 45Z ($1/gallon of SAF or more dependent on Carbon Intensity of product) or 45Q ($85/MT of CO2 sequestered), and Trump cancels, then it'd cancel that. That would hurt economics of project.
They can't get both tax credits on the project, they can only choose one or the other 45Z or 45Q.
They can't get both tax credits on the project, they can only choose one or the other 45Z or 45Q.
Posted on 10/17/24 at 3:50 pm to Saunson69
LINK
From this in September it say they sold off some carbon credits, but the author doesn't specifically say what kind of credits?
They do mention the 45Z credits down the line. Not sure exactly what this means, if they aren't relying on the credits you mentioned as of now, would it be too detrimental to gevo?
From this in September it say they sold off some carbon credits, but the author doesn't specifically say what kind of credits?
They do mention the 45Z credits down the line. Not sure exactly what this means, if they aren't relying on the credits you mentioned as of now, would it be too detrimental to gevo?
Posted on 10/17/24 at 6:17 pm to Ballstein32
It’s a pump and dump. The company has been talking about building a net zero facility forever, their financing options always change and it will likely never be built.
I’ll say this, management is excellent at enriching themselves.
I’ll say this, management is excellent at enriching themselves.
Posted on 10/18/24 at 3:23 pm to Boomer Rick
Very well could be. But wouldn't you think the DoE would have done enough due diligence to justify giving them a 1.4 billion dollar loan?
Posted on 10/22/24 at 10:00 am to Ballstein32
quote:
Very well could be. But wouldn't you think the DoE would have done enough due diligence to justify giving them a 1.4 billion dollar loan?
Disbursement is conditional based on Gevo "satisfying certain technical, legal, environmental, commercial, and financial conditions" so the due diligence process is ongoing.
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