GEVO Gevo Inc

$GEVO I spent several hours working on my forecast. I think their PR today is pretty excellent, and here is what I built from my forecast, I may be wrong, and this is my scenario, not reality, since I am not an an insider, just some accountant from Canada... On the carbon credits, there is uncertainty about what costs Gevo carries on them, and whether commissions have to be paid. I put in some costs to be safe, and I padded a few other places too. So here is my call, I think 9 cents per share for Q3-2026, up from my forecast of 3 cents. It could easily land between 3 and 8 cents depending when those credits get recognized or other extra costs, but let's have some balls, and I go with 9 cents with my model. And because I like you, I share it with you, and also my forecast for 2027, not investment advice obviously, just some numbers in excel.... ;) Our time is coming.😎

$GEVO Ara Energy was first named back in May as co-investor on the Gevo North Dakota expansion. Orion (OIC) is the lender and already holds 6% of the HoldCo. Today Ara closes a $2.5B fund, with 400M gal/yr of ethanol already in the portfolio. GND ethanol expansion would bring the missing piece: an operating CCS well and pore space (more profitable for them). I’m confident everything gets lined up before year end and probably some negociations also with Orion that wants some part of the deal too, since Redtrail is sooooo profitable...

$GEVO we are about to make over 5 cents this quarter and so many posts try to tell us we are dumb and we should sell . Sure ….. I love my 10k shares I bought at 1.12 . I am not afraid, I know what I own.

$GEVO Because this news that posted hasn’t been officially PR’ed, and it took some digging in Praj’s ER to find it, I consider the few OG’s in here to be very fortunate. May we all prosper in the months ahead my friends!

$GEVO all the Tech money must be selling and buying into Gevo. looking for 100m+ volume and back over $10 by close

$GEVO I apologize in advance if Stocktwits messes up the order of these screenshots. This is from an Indian Hindu news channel today. AI translated and gave me the following bullet points.

$GEVO Standard conference with GEVOs business model explained… but a couple positive pearls and impressions: 1. He mentioned GEVO would be cash flow POSITIVE for the year of 2026. We currently at NEGATIVE 59 Million (after Q2) for the year, so Q3&Q4 gonna Rock! 2. The doubling of the ethanol plant, aided by Ara, seems all but certain. There was NO walk back, delay, or questionable sentiment whatsoever.

$GEVO Ok now we’ve got a full time recruiting manager… “as we continue to scale” Call me an optimist, Or delusional bull if you want. But I think these ducks are getting in a row for a massive scaling opportunity.

$GEVO went to Tampa to watch my boys win the World Series, tomorrow is my bday, and on the 10th we’re back over $2 and FID right after🤞. We got a good run going let’s keep er movin’!!! 🇺🇸🌽⛽️✈️

$GEVO will be profitable for the first time in 2 decades in the next ER! $SPCX $PLTR $AMC LFG Gevonians!💪🤓🫵 You’re welcome! 🇺🇸🍻✈️🌽

$GEVO If I were CEO I’d do a surprise ER on these short bitches and catch em slippin before our best ER ever. Monday morning before the bell on those bastards! CEO Legend 🖕😆🖕

$GEVO I am sure this only matters to me, but I am happy to have been right about this guy since the beginning. Zero posts about the positive technicals, and he will say there is none, but I think we can all see the last week was a turn around. I am glad to see he is starting to cover though. If you believe this person isn't biased and short then I have a bridge that you might be interested in. Go $GEVO

$GEVO This first time in the history of this company the SP goes up after a presentation.

$GEVO No doubt this update came after the Ara fund closed. Just a waiting game now. This deal is done. We need ATJ equity partners announced now. It’ll be 2030 by the time we’re actually making SAF. Hopefully we can sign deals to license to other ethanol plants long before our ATJ is complete.

$GEVO still holding my longterm shares! And after some DD bought 18k shares for a easy swing to 2.5. Q3 will be aprox 10million in profit with eps 0.04 cents and Q4 will be also aprox 0.02 eps with aprox 4million in profit. 2027 will be cashflow positive. Easy money here

$GEVO Thanks for the post Duster. I really enjoy this paragraph in the post. The agreement is about IBA, but the possibilities go beyond one market. Bio-IBA is also a platform molecule for SAF and other renewable chemicals. That connects directly to many of the conversations we had throughout the week about how India's sugar and ethanol industries can create additional value from the infrastructure and feedstocks they already have.

$GEVO Praj is always right with their predictions on timelines and they are saying FID april 1st - june 30 2027 for gevos SAF plant👌 from today

$GEVO am beginning to think that the 1.8 billion dollars in cash raised by Ara energy will substantially all be used to fund: 1. Decarbonization of the two Texas ethanol plants it already owns 2. Fund the doubling of ethanol production at red trail 3. Fund SAF at red trail 4. Fund SAF at the two ethanol plants in Texas. Gevo has their fingers in all of it.

$GEVO Liberty Mutual Investments, the asset management arm of the Insurance Co, is an anchor investor of both OIC and Ara… just tying it all together.

$GEVO For the record I emailed Eric over a week ago and have gotten no response. My email was kind, professional and in search of answers. I will report back if I ever hear from him.