AMTX Aemetis Inc

$AMTX Aemetis (Nasdaq: AMTX) The Section 45Z tax credits were generated from ethanol and renewable natural gas (RNG) production in 2026 and represent a tax credit value of approximately $0.33 per gallon of ethanol and $62 per MMBtu of RNG, before sale discounts and transaction costs Before 8 September DOE update, Aemetis was selling RNG at ~$15 per MMBTU at a -42CI. Now it is selling at ~$62 per MMBTU at an implied, from my calculation, -315CI. (Retroactive since 1/1/2026). It will have a big impact on Aemetis income statement and I guess that we will be back to profitability / positive net income in IIIQ 2026 (probably to be reported in November 2026). Other tickers involved by DOE September updated: $GEVO $OPAL $CLNE

$AMTX Follow the policy momentum. Federal E15 through the Farm Bill + USDA biofuels trade initiative + 45Z Notice 2026-53 all landed within 10 days. The market is repricing AMTX as a biofuels-policy beneficiary, not on company fundamentals (some people just do not understand this point). Our 16% move on volume today is likely institutional accumulation triggered by the catalyst(s) stacking up, amplified by the oversold technical setup. Good luck longs, looking forward to 2027 and beyond!

$AMTX As previously noted, Aemetis is sitting on a very strong Goldilocks period of time with only positive momentum building catalysts hitting between now and early November. And, if 2026Q3 has any profitability on the earnings report, we could be looking at setting a new 52 week high in its share price. Good luck longs, looking forward to 2027, back to $3.00, ethanol remaining higher than corn, Eric meeting one of his timelines, Goldilocks, catalyst(s) hitting, 45z credits, manure scoring finalization, miracle(s), Eric buying a share, short squeezes, and beyond.

$AMTX Just what we needed, the share price usually goes up a few percentage as soon as Matty posts… Good luck longs, looking forward to 2027, back to $2.00, watching Matty search for his $1.00 target, Eric meeting one of his timelines, Goldilocks, catalyst(s) hitting, 45z credits, manure scoring updates, miracle(s), Eric buying a share, short squeezes, and beyond.

$AMTX Seems like the corner will be turned soon. Lots coming down the pipe, just hope Eric is able to capture these macro windows of opportunity as they present themselves. …patiently waiting…

$AMTX right, so newely calculated 45Z are in play. thats great news. the company has to maintain some momentum now. lets get some digester news (2 new builds and pathways) and some news on refinance. theres a way to go with this, but we just turned a substantial corner. thank the good lord for those civil servants getting the calculations over the line.

$AMTX Great, now expand the friggin digesters. Right now, we're above the $100 mark per mmbtu just for RNG revenue (45z, LCFS, D3 RIN, gas molecule). Now that Aemetis does have clarity about the 45z production tax credits, refinancing should be a lot easier. Also, there are 9.2 million shares sold short as of September 15th. Good luck with that! Inflection point is here

$AMTX 0.33 per gallon before transaction costs is roughly what they were getting for H1 2026 already. The change here is the RNG which looks to be about 50/mmbtu after transaction costs. 500k mmbtu -> 25million per year As opposed to the roughly 15 dollar per mmbtu they were getting. So looks like gross profit for 2026 but still net loss due to sky high interest. Refinancing that debt is key

$AMTX All these clowns here are going to be in for a big surprise soon… just wait and see.

$AMTX I get it, hardly anybody is interested in this company. ... until Aemetis announces its net positive Q3 report. The market didn't really understand the news regarding the 45z updated$62 per mmbtu RNG. This alone increases revenue about $7 million per quarter (150.000 mmbtu x ($62-$15,2/mmbtu)). Of course, that's not enough to offset interest payments. Higher ethanol price in Cali, lower gas price more than offset an increased corn price; it's fair to assume better margins from Keyes. $10+ / lcfs credit adds pure revenue, too. In the upcoming earnings report a TRUE UP should be announced for q1 and q2, because they booked and monetized the RNG 45z revenues at the old rates of $15.2 / mmbtu. The monetized updated 45z revenues from 09/28 include the H1 RNG production. Even after deducting the transaction costs and taking the 45z revenue for ethanol production into account, there will be a nice surprise waiting for those who think this company is done.

$AMTX tomorrow could be some fun! I think we could see 1.88 tomorrow! If not higher! But we very much are locked and loaded for our spring action

$AMTX Wow..just revisting after a long hiatus and what lovely movement. I have an absurd average of over 6....first stock i bought with no knowledge of stocks..silly newby error..bought high 😂 Can someone explain the bullish movement please.. BTW..happy Friday and wishing you all an amazing weekend 🤟🏽

$AMTX 45z $62/mmbtu D3 rin ~$28/mmbtu LCFS ~$50/mmbtu Sale of gas molecule ~$3/mmbtu Check with your choice of LLM

$AMTX based on purely historic data pattern, AMTX roughly goes to 3$ (pump) every 6 month from the lows (1.5$-2$)… last 3$ touch and go was in May so we are kind of due for that pump… I’m just going to build the position (parking money here) for that on my trading/swing account as well. Added like 30k shares today… Seems safer as well a bit with election volatility coming to broader market.

$AMTX who said this was a pivot? Is a company not allowed to add value and add on other business lines if available and reasonable? Is this not a small train car sized (multiple if needed) type footprint? If the company came out tomorrow and cured cancer and secured world peace some of you blokes would still complain and ask manipulative questions clearly directed at getting people to sell. Why? Why did they not build an ethanol plant in India and at riverbank? I do not know, but hindsight is 20/20 Is everyone pleased with where the company is at including Eric? No. Of course things could have been done better that is life and some of you talk a big game, feel free to start your own company and eats Eric’s lunch…I’ll wait 🍿

$AMTX Enough with the data centre tomfoolery! get some digesters built Eric, you lazy sack of sphunk!

$AMTX we are in AI data center business… now we can go 100X in a year easily… Friday run was based on this news leak for sure

$AMTX I think we are going to turn this corner. Volume was just slightly better than that of the 10 day today.

$AMTX look at this call this morning on AQST I made! This is us awaiting our turn! It’s right in front of us!

$AMTX For anybody here...I recently Defeated Hugo Van B. in a battle of wits. Instead of surrendering like a man, he chose the cowards way out by blocking me. If you see him...let him know Quez Da Greatest won.