US Market News
3週前
Stonegate Capital Partners Updates Coverage On Aemetis, Inc. (AMTX) 1Q26May 14, 2026 4:13 PM
NewsfileDallas, Texas--(Newsfile Corp. - May 14, 2026) - Aemetis, Inc. (NASDAQ: AMTX): Stonegate Capital Partners updates coverage on Aemetis, Inc. (NASDAQ: AMTX). Aemetis' 1Q26 further supports the transition from project buildout toward recurring low-carbon fuel monetization, with quarterly 45Z recognition and improving RNG economics beginning to appear in reported results. Revenue increased 27% y/y to $54.6M, gross profit improved to $2.8M from a $5.1M loss, and adj. EBITDA improved to negative $1.3M from negative $10.7M. The key change was recurring quarterly 45Z recognition tied to current-period production, with $4.0M recognized across Dairy RNG and California Ethanol following the full-year 2025 catch-up recognized in 4Q25. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: Credit monetization is moving from narrative to reported earnings. 1Q26 revenue rose 27% y/y to $54.6M, with gross profit turning positive and adj. EBITDA loss improving to $(1.3)M as 45Z recognition began contributing quarterly. Dairy RNG is becoming the clearest recurring cash flow proof point. RNG volumes increased 55% y/y to 110,000 MMBtu, while seven CARB pathways at a negative 380 CI score should materially improve LCFS capture as volumes scale. Keyes MVR remains the largest near-term EBITDA inflection catalyst. With construction advancing toward 2026 completion, MVR is expected to displace ~80% of fossil natural gas use and add ~$32M of annual cash flow. Click image above to view full announcement. About Stonegate Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297556 Original: Stonegate Capital Partners Updates Coverage On Aemetis, Inc. (AMTX) 1Q26
US Market News
3月前
Stonegate Capital Partners Updates Coverage on Aemetis, Inc. (AMTX) Q425March 16, 2026 9:38 AM
NewsfileDallas, Texas--(Newsfile Corp. - March 16, 2026) - Aemetis, Inc. (NASDAQ: AMTX): Stonegate Capital Partners updates coverage on Aemetis, Inc. (NASDAQ: AMTX). Aemetis' 4Q25 results further support the view that the Company is beginning to transition from a capital-intensive buildout story toward a more monetizable low-carbon fuels platform. Dairy RNG remains the clearest proof point, with 12 operating digesters, approximately 405,000 MMBtu of full-year production, and 4Q output up 61% y/y. More importantly, Biogas contributed $10.3 million of production tax credits in the fourth quarter and generated $12.2 million of segment net income, reinforcing that the RNG business is no longer just a future earnings opportunity but an asset already producing meaningful profitability. That earnings base should continue to build as Aemetis captures value from RNG molecule sales, D3 RINs, LCFS credits, and federal production tax credits, with seven new CARB pathway approvals improving average RNG carbon intensity from the negative-150 default to negative 380. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: Median valuation target suggests meaningful upside: Stonegate's analysis indicates a median valuation target of $11.7 per share, implying substantial upside from current trading levels. AMTX nearing an EBITDA inflection: Scaling Dairy RNG production and improving ethanol economics position thecompany to transition from a capital-intensive buildout phase to sustained operating cash flow growth. Integrated platform drives stacked fuel and credit revenues: Dairy RNG, low-carbon ethanol, and SAF optionality enable Aemetis to monetize production through fuel sales, RINs, LCFS credits, and 45Z tax incentives, creating multiple revenue layers. Click image above to view full announcement. About StonegateStonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288673
Original: Stonegate Capital Partners Updates Coverage on Aemetis, Inc. (AMTX) Q425
GoldDog83
1年前
Stonegate Capital Partners Updates Coverage on Aemetis, Inc. (AMTX) Q3 2024
Dallas, Texas--(Newsfile Corp. - December 11, 2024) - Aemetis, Inc. (NASDAQ: AMTX): Stonegate Capital Partners updates coverage on Aemetis, Inc. (NASDAQ: AMTX). Aemetis outlined a 5-year plan to reach $2.0B in revenue and $644M in adjusted EBITDA by 2028 vs F23 revenue and adjusted EBITDA of $186.7M and $(22.4)M. respectively. While this is a long-term plan, AMTX has demonstrated its capability to achieve its targets with several key developments this quarter. The Company has successfully increased revenue across all segments. The Keyes Ethanol Plant generated $45.0M in revenue with the production of 15.5M gallons of ethanol. Additionally, AMTX has made significant progress in its carbon sequestration efforts, with the approval of 20 years of Low Carbon Fuel Standard mandates by CARB, which is expected to enhance revenue and earnings from its U.S. projects. We anticipate several regulatory catalysts to be resolved within the next 12 months, further supporting AMTX's growth trajectory.
To view the full announcement, including downloadable images, bios, and more, click here.
Key Takeaways:
-- Revenues of $81 Million; increasing 19% over the Third Quarter of 2023.
-- Received approval of 20 years of Low Carbon Fuel Standard mandates by
CARB.
-- AMTX is expected to have an additional 10 dairy's completed or in
progress by FY25.
02opida
3年前
Aemetis, Inc. is a rapidly expanding renewable natural gas company and operates ethanol and biodiesel refineries. Aemetis is currently building a dairy biogas system that will capture methane from nearby dairy farms in California and then transport the methane by pipeline to its Keyes facility. At the Keyes facility the methane can be compressed and cleaned to produce Renewable Natural Gas. Aemetis expects to build 5 new biogas dairies each two quarters for the next five years for a total of 66 dairies. Importantly, each dairy has 35-year contracts, should produce $2.5M average revenue per dairy per year. Aemetis ethanol plant in Keyes, CA produces 65M gallons of ethanol per year in addition to animal feed. It also operates a biodiesel plant on the East Coast of India that can produce 50M gallons per year of distilled biodiesel and refined glycerin. The Company was founded in 2006 by biofuels veteran, Eric McAfee, and is headquartered in Cupertino, CA.
02opida
4年前
CUPERTINO, CA, Nov. 16, 2022 (GLOBE NEWSWIRE) -- via NewMediaWire – Aemetis, Inc. (NASDAQ: AMTX), a leading producer of renewable natural gas and renewable fuels, announced today that construction has begun for the TotalEnergies and Schneider Electric solar microgrid system with at 2.0 MW photovoltaic (PV) array and a 1.25 MW battery energy storage system. Once construction has been completed, the microgrid will be integrated with the new Rockwell/Allen Bradley distributed control system (DCS) at the Aemetis Advanced Fuels biorefinery in Keyes, California.
The solar array will generate approximately 3.2 million kWh per year and reduce greenhouse gas (GHG) emissions by ~8,000 MT CO2e per year. Foundations for the solar array are now under construction, with project completion expected in the second quarter of 2023. TotalEnergies serves as the project’s PV supplier as well as the engineering, procurement, and construction (EPC) contractor.
02opida
4年前
CUPERTINO, CA, May 18, 2022 (GLOBE NEWSWIRE) -- via NewMediaWire - Aemetis, Inc. (NASDAQ: AMTX), a renewable fuels company focused on negative carbon intensity products, announced today that its Aemetis Biogas Services subsidiary has signed a six-year supply agreement with Trillium to provide an estimated 600,000 MMBtu of renewable natural gas (RNG) to be used as transportation fuel in California. The RNG replaces up to the equivalent of 4.3 million gallons of diesel fuel, primarily used in heavy duty passenger and cargo vehicles.
"Trillium's mission is to help customers meet their ESG goals, and providing RNG is a big part of that," said Ryan Erickson, vice president of Trillium. "We're excited to partner with Aemetis to use biogas to get drivers back on the road quickly and safely."
Aemetis completed Phase 1 of the Central Dairy Digester network in 2020 with two fully operational digesters and four miles of pipeline. The biogas from Phase 1 has been used as process energy at the Aemetis Keyes biorefinery to reduce the facility's dependency on petroleum-based natural gas and to decrease the carbon intensity (CI) of fuel ethanol produced.
Phase 2 of the network consists of a centralized biogas upgrading facility, a utility gas pipeline interconnection unit, 10 dairy digesters and 32 miles of additional pipeline which are planned to be completed by Q4 2022. Aemetis plans to have more than 60 digesters built and operating by the end of 2026 which are designed to produce approximately 1.6 million MMBtu of RNG per year, displacing approximately 12.5 million gallons of diesel per year.
Aemetis has completed construction and is currently commissioning the centralized gas cleanup facility and utility gas interconnect located at the Keyes Ethanol biorefinery where dairy biogas will be upgraded to RNG and injected into the utility pipeline through an interconnection with Pacific Gas and Electric. Upon receiving pathway certification from the California Air Resources Board (CARB), the fuel is scheduled to begin deliveries to Trillium in late 2022.
02opida
5年前
2021-10-28 08:00 ET - News Release
CTCI America to provide proven expertise and engineering services at the Aemetis Carbon Zero plant in Riverbank, California
CUPERTINO, CA, Oct. 28, 2021 (GLOBE NEWSWIRE) -- via NewMediaWire -- Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas (RNG) and renewable fuels company focused on negative carbon intensity products, announced today it entered into an agreement with engineering and construction firm CTCI America to conduct permitting and engineering work for the Carbon Zero renewable jet/diesel plant to be built in Riverbank, California. CTCI America is a subsidiary of CTCI Corp., a $2 billion revenues Engineering, Procurement and Construction firm with extensive high technology and energy industry project engineering and construction experience.
The Aemetis Carbon Zero plant is being developed at a former U.S. Army ammunition production facility. The process design uses waste wood to produce cellulosic hydrogen with a below zero carbon intensity, which is combined with renewable oils and zero carbon intensity hydroelectric electricity to produce sustainable aviation fuel (SAF) and renewable diesel. The plant will have an initial capacity of 45 million gallons per year, with engineering and other development work underway for expansion to 90 million gallons per year.
“As we complete the permitting and engineering for the Riverbank renewable jet/diesel plant, we are fortunate to have built a team of engineers and construction companies with experience in building renewable diesel plants in California,” said Eric McAfee, Chairman and CEO of Aemetis. “There are a limited number of firms with an ability to execute on large scale renewable fuels projects within California’s environmental requirements. We are pleased to be able to work with a world-class firm such as CTCI to provide engineering for permitting and construction.”
“CTCI brings extensive relevant experience to the Aemetis sustainable aviation fuel and renewable diesel plant,” stated Patrick Jameson, President of CTCI America. “We are currently the EPC constructing a renewable diesel plant in California. We look forward to working with Aemetis for engineering and construction of the Carbon Zero plant.”
Slashnuts
5年前
GERS Receives Offer To Restart Litigation Against AMTX...
CleanTech subsequently received an opinion of counsel that its remaining seven of twelve corn oil extraction patents are clearly valid and enforceable, along with a contingency-based offer to restart the infringement litigation from scratch. We are evaluating our rights and remedies in connection with all applicable matters, and we are unable to characterize or evaluate the probability of any outcome at this time
Further, in connection with ongoing patent filings, the USPTO allowed CleanTech’s new corn oil extraction patents after considering the very information that the District Court found to have been withheld, and upon which the bulk of the District Court’s rulings were based. All of the information alleged to have been “knowingly withheld” from the USPTO in connection with the patents in suit was provided to and considered by the USPTO prior to issuance of several additional patents that are not covered by the District Court’s prior rulings (the “New Patents”). The USPTO subsequently disagreed that deception of any kind occurred when, on February 21, 2020, it issued another patent to us after reviewing the very evidence that was allegedly “withheld,” along with everything the defendants ever submitted and claimed, as well as the District Court’s 2014 and 2016 rulings – all in light of the facts that were never presented to a jury. Significantly, the new patent was allowed by the same examiner that the District Court said was deceived. In other words, the same patent examiner that was allegedly deceived looked at the purported evidence and claims of deception, and disagreed that she had ever been deceived. Thus, in issuing that patent, the examiner concluded that the inventive process was not “ready for patenting” in July 2003, that an invalidating “offer for sale” did not occur in July 2003, and that the “ready for patenting” and “offer for sale” information that the District Court determined to have been “deliberately withheld” from the USPTO was immaterial to patentability.
https://cleantech-alpha.com/technologies/
Good Luck To All!$!$
02opida
5年前
CUPERTINO, CA, Sept. 22, 2021 (GLOBE NEWSWIRE) -- via NewMediaWire -- Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas (RNG) and renewable fuels company focused on negative carbon intensity products, announced that Chairman and CEO Eric McAfee will provide an overview of the Aemetis low carbon intensity projects at the Advanced Biofuels Leadership Conference which will be held at Hotel Nikko in San Francisco on October 28, 2021, 9 am Pacific time.
McAfee will also serve on the “Net Zero Future” speakers panel along with other sustainable aviation fuel companies Gevo, LanzaTech, and Neste.
“The 90 million gallon per year Aemetis Carbon Zero sustainable aviation fuel and renewable diesel plant under development in two phases in Riverbank, California is designed to produce below zero carbon intensity renewable fuels by utilizing cellulosic hydrogen from waste forest and orchard wood with one million tonnes of onsite CO2 carbon sequestration capacity,” said McAfee. “We are now developing the facilities to capture and sequester the CO2 from our biogas project, our existing biofuels plant, and California oil refineries in a separate one million tonne CO2 injection well located near the Keyes ethanol plant.”
In addition, Aemetis has already built and currently operates two dairy biogas digesters, on-site dairy gas upgrading and pressurization facilities, and a four-mile biogas pipeline connecting the dairies to the Aemetis Keyes ethanol plant. The Aemetis Biogas Central Dairy Digester project has already obtained a negative 426 carbon intensity from CARB for biogas produced by Phase I. The centralized biogas cleanup and onsite RNG fueling facilities at the Keyes plant are currently under construction for completion in Q4 2021, with the planning and construction of 15 additional dairy biogas digesters in progress for completion during 2022.
When fully built out, the planned 52 dairies in the Aemetis biogas project are expected to capture more than 1.4 million MMBtu of dairy methane and reduce greenhouse gas emissions equivalent to an estimated 5.2 million metric tonnes of CO2 each year, equal to removing the emissions from approximately 1.1 million cars per year.
The Aemetis Biogas dairy RNG project, energy efficiency upgrades to the Aemetis Keyes biofuels plant, and the Aemetis Renewable Jet/Diesel project include $57 million of grant funding and other support from the US Department of Agriculture, the US Forest Service, the California Energy Commission, the California Department of Food and Agriculture, CAEATFA, and Pacific Gas and Electric’s energy efficiency program.