GEVO Gevo Inc

$GEVO Vegas was very good to me, added 5268 here this week, definitely the most in one week since we were at .50. Happy Friday everybody!!

$GEVO did the gap officially fill? I added this morning at 1.27 (hopefully for the last time.:)).

$GEVO I’ve been a GEVO shareholder for six+ years, and I still believe this company has enormous potential. But management needs to understand something: shareholders matter. We’ve endured years of delays, dilution, promises, and watching management get well compensated while long-term shareholders have watched the value of their investment disappear. I’m still here. I’m still hopeful. I still believe GEVO can become the company we were promised. But it’s time for management to DELIVER—not another presentation, not another promise. Real execution, real cash flow, and real shareholder value. Six + years is a long time to believe. Give your shareholders a reason to believe we were right.

$GEVO I’m having the absolute best time in Vegas this weekend!! I can’t wait for our Gevo Vegas trip.:). Let’s fill that gap tomorrow, load up, and leave these levels once and for good. And, GO CHIEFS!!:)

$GEVO pretty funny we are probably about to do the companies best quarter earning in history, and we are fighting against barcoding the shit out of our 52 week lows.

$GEVO Did a deep dive into ara energy and found some interesting things. First they created a new blocker which probably stands for richardton north dakota 2026/08/21 so that is for sure happening. (See attached picture) But the more interesting part is they acquired 400m of yearly ethanol capacity with a 875m transaction from gate city renewable fuels earlier this year. Now that gives gevo a deeper partner in Ara than just ND expansion. They could also partner for atj facilities on their ethanol plants and use gevos carbon capacity by rail (frontier) and use verity for their new facilities. I think we will hear about more opportunities as soon as the ND expansion is financed.

$GEVO $GEVO I would like to see use every damn cent from the”EBITDA challenge” along with some of your own money where your mouth is and buy some shares. Display action confidence and swagger. Be more like your newly hired board member who just purchased more than all you executives combined on his first day at the job. This is the most pivotal moment in this company’s 2 decades of existence. 🇺🇸🌽✈️

$GEVO 2027 comes in at over $77M 45z credits. So I ran the dumbest possible test. Take Q2-26 exactly as printed. The worst quarter of the year. Annual maintenance shutdown in April. Zero Canadian CFR revenue in it. No carbon sales. No Verity. No volume growth. Nothing. Q2 like that was a $1.2M loss. Flat. Now change ONE line. The credit. $77M over four quarters is $19.25M versus the $16.6M sitting in Q2. Q2 would flip to a $1.5M PROFIT with 2027 credit. Same gallons. Same corn. Same ethanol price. Same G&A. Same interest expense. Nothing improved, nothing grew. So basically, to me, it is the floor. And that would represent 0.01 profit. So basically, Gevo confirms they will be profitable every quarter now. Now add canadian market, carbon sales, increased ethanol volume and we are starting to go to 2-3-4-5-6 cents a quarter... Fuck yes.

$GEVO can’t wait to read on this board people complaining they should have bought more at 1.27-1.30 . lol . I did every single day … People can talk shit all they want on the past, the most important thing is showing profits and growth . Gevo is doing that . I can’t wait to see how the SP will react to a 3 cents profits in Q3, which will be huge compared to sooooo many peers in the industry .

$GEVO All these leeches and maggots in here want our Gevonian blood. I will die with my shares before I sell to these scumbags who always seem to show up at the same time. 🖕

$GEVO Strong language from Paul in Renmark: “We really do believe that the business is at this inflection point… very anxious to see how all of this starts to wrap up by the end of the year. We’ve got a lot going on and we’ve got a lot to deliver, but we’ve got the milestones. We’re going to continue to report on those milestones, so continue to tune in as we make progress.” This is the most hopeful passage. He is explicitly pointing to year-end milestones (debottlenecking completion, Ara/expansion FID, continued progress on ATJ-30 offtakes/financing) without giving a specific teaser. "We’ve got a lot more discussions to have and we’re excited to see where this goes… look forward to please tune in to Q3 as we continue to deliver while we think we’re just exceptional results going forward.” Not things that someone like Paul would say if he wasn't confident, and not just hopeful. I'm excited to see how this fall unfolds. Q3 will be the most important one this year, perhaps ever for GEVO.

$GEVO I am still a bull but after 6 years of holding this , sometimes i look at GEVO stock price and my portfolio and think what went wrong. This company had so much potential to be a leader yet here we are the long term share holders still waiting our dream to be fulfilled. During 2020, i thought this will be $20 by 2026. And still here we are. Sorry for all these renting. I just got laid off from a high paying job and i thought this ticker will be my savor. I still believe in this company but FUCK pat for all those fake promises

$GEVO This one will be interesting to watch "...the approval also applies retroactively to credits we banked for low-carbon ethanol sold into Canada beginning in 2025. And we've already sold approximately 17 million of these banked credits to be recognized in the third quarter." How much is the total backlog? And "already sold" means they could sell more to be recognized in Q3 aswell. This along with 45z backlog and revised 70m number could give us a surprise in Q3.

$GEVO even 10k worth of stock is to much asked to buy so they can support the stockprice... feeling like I wasted 6 years here damn. Could have been a millionaire 10 times if I bought Calmut energy at 4 bucks in 2021... but no I bought patty gruber stocks

$GEVO Finally got to listen to the WTR presentation. They are really leaning in to the broad based company with multiple revenue streams theme. Paul trickles out a little more information each time. For example, they are capturing steam from their process, that was otherwise released, to generate electricity and lower their energy costs.

$GEVO ¡PURA VIDA! What the Numbers Mean: 41,263 credits issued (Q2 2026): This is Gevo's quarterly carbon removal output, the raw material for its CDR business. 34,635 retired / 6,628 held: "Retired" means a buyer (e.g., Nasdaq, Delta) purchased and permanently cancelled the credit to offset their emissions. "Held" credits are available for sale. 84% of the Q2 vintage was already sold and retired by early September. Why This Matters for GEVO It's a real, growing revenue stream.. Gevo has now issued over 500,000 CORCs since 2022 and is the largest producer of engineered carbon removal credits in the U.S. It validates the carbon arbitrage strategy: Gevo can sell its carbon into compliance markets (like Canada's CFR) or voluntary markets (CDR credits to corporates). It supports the 2026 EBITDA guidance: The carbon business is a key driver of the raised >$60M Adjusted EBITDA target for 2026.

$GEVO BUILD SOMETHING, ANNOUNCE SOMETHING, PARTNER WITH SOMEBODY, SELL COMPANY TO SOMEONE WHO WILL DO SOMETHING! 240k shares of crap is what I own…down a ton of money because I bought into the concept and idea…

$GEVO That gap had been bothering me for months!!! I’m not saying we’re out of the woods as I’d like to see more volume but I am certainly glad it filled. Onward and upward gevonians. This price is a gift. Q3 should produce some fireworks. 😁

$GEVO the amount of money this ethanol plant is going to make over the next three years is huge: 45z Canadian CFR Scope 3 E15 I swear red trail already makes 1.30 per gallon now. A lot more is coming down the line. 100 percent the most profitable ethanol plant in the US on a per gallon basis. The way I value Gevo is that the 170 million debt and the RNG plant are a wash. The plant is worth 170 million at least and spits out 20 million in cash to cover interest. So - what is everything else worth versus the 250mm share float even without SAF? 3-5 dollars per share easy. It’s coming…

$GEVO how many of yall knew this? I’d argue when it comes to forming policy Gevo is helping shape the carbon market more than anyone. Let’s get it bulls! 🇺🇸🌽⛽️✈️