๐—” ๐˜€๐—ผ๐—ฏ๐—ฒ๐—ฟ ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐—ผ๐—ป ๐—š๐—ฒ๐˜ƒ๐—ผ

๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐—š๐—ฒ๐˜ƒ๐—ผ?
$GEVO operates as a renewable fuels company.
It commercializes gasoline, jet fuel, and diesel fuel to achieve zero carbon emissions, and reduce greenhouse gas emissions with sustainable alternatives.
The company uses low-carbon renewable-resource-based carbohydrates as raw materials and is developing renewable electricity and renewable natural gas for use in production processes.
It products also include renewable biodiesel, isooctane, isobutanol, sustainable aviation fuel, isobutylene, ethanol, and animal feed.

๐—–๐—น๐—ถ๐—บ๐—ฎ๐˜๐—ฒ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ ๐—ถ๐˜€ ๐—ต๐—ฎ๐—ฝ๐—ฒ๐—ป๐—ถ๐—ป๐—ด ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ฐ๐—ฐ๐—ผ๐—ฟ๐—ฑ๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐—ฃ๐—ฟ๐—ฒ๐˜€๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—๐—ผ๐—ฒ ๐—•๐—ถ๐—ฑ๐—ฒ๐—ป, ๐—ถ๐˜๐˜€ ๐˜๐—ต๐—ฒ “๐—ป๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—ผ๐—ป๐—ฒ ๐—ถ๐˜€๐˜€๐˜‚๐—ฒ ๐—ณ๐—ฎ๐—ฐ๐—ถ๐—ป๐—ด ๐—ต๐˜‚๐—บ๐—ฎ๐—ป๐—ถ๐˜๐˜†”
Paris climate accord
Joe Biden has moved to reinstate the US to the Paris climate agreement just hours after being sworn in as president, as his administration rolls out a cavalcade of executive orders aimed at tackling the climate crisis.
Bidenโ€™s executive action, signed in the White House on Wednesday, 20th January, will see the US rejoin the international effort curb the dangerous heating of the planet, following a 30-day notice period.
The worldโ€™s second-largest emitter of greenhouse gases was withdrawn from the Paris deal under Donald Trump.

Gevo can help the US: ๐—ก๐—ฒ๐˜-๐—ญ๐—ฒ๐—ฟ๐—ผ ๐Ÿญ ๐—ฃ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜
The concept of a Net-Zero Project is to convert renewable energy – photosynthetic, wind, renewable natural gas, biogas – from a variety of sources into energy-dense liquid hydrocarbons, that ๐˜„๐—ต๐—ฒ๐—ป ๐—ฏ๐˜‚๐—ฟ๐—ป๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฒ๐—ป๐—ด๐—ถ๐—ป๐—ฒ๐˜€, have the potential to achieve net-zero greenhouse gas emissions ๐—ฎ๐—ฐ๐—ฟ๐—ผ๐˜€๐˜€ ๐˜๐—ต๐—ฒ ๐˜„๐—ต๐—ผ๐—น๐—ฒ ๐—น๐—ถ๐—ณ๐—ฒ๐—ฐ๐˜†๐—ฐ๐—น๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—น๐—ถ๐—พ๐˜‚๐—ถ๐—ฑ ๐—ณ๐˜‚๐—ฒ๐—น.
From
– the way carbon is captured from the atmosphere
– processed to make liquid fuel products
– when its used – burning as a fuel for cars, planes, trucks, and ships

On a side noteโ€ฆ
๐—•๐—ถ๐—น๐—น ๐—š๐—ฎ๐˜๐—ฒ๐˜€ ๐—ฏ๐—ฒ๐—ฐ๐—ผ๐—บ๐—ฒ๐˜€ ๐˜๐—ต๐—ฒ ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ๐˜€๐˜ ๐—ณ๐—ฎ๐—ฟ๐—บ๐—น๐—ฎ๐—ป๐—ฑ ๐—ผ๐˜„๐—ป๐—ฒ๐—ฟ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜‚๐—ป๐—ถ๐˜๐—ฒ๐—ฑ ๐˜€๐˜๐—ฎ๐˜๐—ฒ๐˜€
Bill and Melinda Gates are very actively fighting climate change, and are actively using technology to solve this problem.
Bill Gates may no longer be the worldโ€™s richest man, but he can claim a new title: Americaโ€™s farmland king.
Gatesโ€™ portfolio comprises about 242,000 acres of farmland, according to The Land Report, a magazine for land investors that tracks the nationโ€™s biggest landowners.
For Europeans, that’s 9.2 times the size of Paris.

From GatesNotes “How do we move around in a zero-carbon world?”
๐˜›๐˜ฐ๐˜ฅ๐˜ข๐˜บโ€™๐˜ด ๐˜ข๐˜ฅ๐˜ท๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฃ๐˜ช๐˜ฐ๐˜ง๐˜ถ๐˜ฆ๐˜ญ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ข ๐˜ญ๐˜ฐ๐˜ต ๐˜ฅ๐˜ช๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต-๐˜จ๐˜ฆ๐˜ฏ ๐˜ฐ๐˜ฏ๐˜ฆ๐˜ด ๐˜บ๐˜ฐ๐˜ถโ€™๐˜ท๐˜ฆ ๐˜ฉ๐˜ฆ๐˜ข๐˜ณ๐˜ฅ ๐˜ข๐˜ฃ๐˜ฐ๐˜ถ๐˜ต, ๐˜ด๐˜ถ๐˜ค๐˜ฉ ๐˜ข๐˜ด ๐˜ฆ๐˜ต๐˜ฉ๐˜ข๐˜ฏ๐˜ฐ๐˜ญ.
๐˜š๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜ข๐˜ฅ๐˜ฆ ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ข๐˜ณ๐˜ฆ๐˜ฏโ€™๐˜ต ๐˜จ๐˜ณ๐˜ฐ๐˜ธ๐˜ฏ ๐˜ง๐˜ฐ๐˜ณ ๐˜ง๐˜ฐ๐˜ฐ๐˜ฅ, ๐˜ด๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ๐˜บ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ ๐˜ญ๐˜ช๐˜ต๐˜ต๐˜ญ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ฏ๐˜ฐ ๐˜ง๐˜ฆ๐˜ณ๐˜ต๐˜ช๐˜ญ๐˜ช๐˜ป๐˜ฆ๐˜ณ (๐˜ธ๐˜ฉ๐˜ช๐˜ค๐˜ฉ ๐˜บ๐˜ฐ๐˜ถ ๐˜ฎ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ณ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฎ๐˜ฃ๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ข ๐˜ฃ๐˜ช๐˜จ ๐˜ฆ๐˜ฎ๐˜ช๐˜ต๐˜ต๐˜ฆ๐˜ณ ๐˜ฐ๐˜ง ๐˜จ๐˜ณ๐˜ฆ๐˜ฆ๐˜ฏ๐˜ฉ๐˜ฐ๐˜ถ๐˜ด๐˜ฆ ๐˜จ๐˜ข๐˜ด๐˜ฆ๐˜ด).
๐˜–๐˜ต๐˜ฉ๐˜ฆ๐˜ณ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜ข๐˜ฅ๐˜ฆ ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ข๐˜จ๐˜ณ๐˜ช๐˜ค๐˜ถ๐˜ญ๐˜ต๐˜ถ๐˜ณ๐˜ข๐˜ญ ๐˜ฃ๐˜บ๐˜ฑ๐˜ณ๐˜ฐ๐˜ฅ๐˜ถ๐˜ค๐˜ต๐˜ด, ๐˜ญ๐˜ช๐˜ฌ๐˜ฆ ๐˜ค๐˜ฐ๐˜ณ๐˜ฏ ๐˜ด๐˜ต๐˜ข๐˜ญ๐˜ฌ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ฑ๐˜ถ๐˜ญ๐˜ฑ ๐˜ต๐˜ฉ๐˜ข๐˜ตโ€™๐˜ด ๐˜ญ๐˜ฆ๐˜ง๐˜ต ๐˜ฐ๐˜ท๐˜ฆ๐˜ณ ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ฎ๐˜ข๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ฑ๐˜ข๐˜ฑ๐˜ฆ๐˜ณ.
๐˜š๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ง๐˜ถ๐˜ฆ๐˜ญ๐˜ด ๐˜ค๐˜ข๐˜ฏ ๐˜ฆ๐˜ท๐˜ฆ๐˜ฏ ๐˜ฃ๐˜ฆ ๐˜ฅ๐˜ณ๐˜ฐ๐˜ฑ๐˜ฑ๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ฆ๐˜น๐˜ช๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ฆ๐˜ฏ๐˜จ๐˜ช๐˜ฏ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ข๐˜ฏ๐˜บ ๐˜ฎ๐˜ฐ๐˜ฅ๐˜ช๐˜ง๐˜ช๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฆ๐˜ฅ.

๐˜โ€™๐˜ฎ ๐˜ฐ๐˜ฑ๐˜ต๐˜ช๐˜ฎ๐˜ช๐˜ด๐˜ต๐˜ช๐˜ค ๐˜ข๐˜ฃ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ฃ๐˜ช๐˜ฐ๐˜ง๐˜ถ๐˜ฆ๐˜ญ๐˜ด, ๐˜ฃ๐˜ถ๐˜ต ๐˜ช๐˜ตโ€™๐˜ด ๐˜ต๐˜ฐ๐˜ฐ ๐˜ด๐˜ฐ๐˜ฐ๐˜ฏ ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜ฌ ๐˜ข๐˜ฃ๐˜ฐ๐˜ถ๐˜ต ๐˜ณ๐˜ฆ๐˜ฑ๐˜ญ๐˜ข๐˜ค๐˜ช๐˜ฏ๐˜จ ๐˜จ๐˜ข๐˜ด๐˜ฐ๐˜ญ๐˜ช๐˜ฏ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฐ๐˜ต๐˜ฉ๐˜ฆ๐˜ณ ๐˜ง๐˜ฐ๐˜ด๐˜ด๐˜ช๐˜ญ ๐˜ง๐˜ถ๐˜ฆ๐˜ญ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ๐˜ฎ.
๐˜™๐˜ฆ๐˜ด๐˜ฆ๐˜ข๐˜ณ๐˜ค๐˜ฉ ๐˜ฐ๐˜ฏ ๐˜ข๐˜ฅ๐˜ท๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฃ๐˜ช๐˜ฐ๐˜ง๐˜ถ๐˜ฆ๐˜ญ๐˜ด ๐˜ช๐˜ด ๐˜ด๐˜ต๐˜ช๐˜ญ๐˜ญ ๐˜ถ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ๐˜ง๐˜ถ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ๐˜บ ๐˜ข๐˜ณ๐˜ฆ๐˜ฏโ€™๐˜ต ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜บ ๐˜ต๐˜ฐ ๐˜ฃ๐˜ฆ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ญ๐˜ฐ๐˜บ๐˜ฆ๐˜ฅ ๐˜ข๐˜ต ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ค๐˜ข๐˜ญ๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ.
๐˜ž๐˜ฆ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ ๐˜ข ๐˜ญ๐˜ฐ๐˜ต ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ ๐˜ช๐˜ฏ๐˜ฏ๐˜ฐ๐˜ท๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ฃ๐˜ฆ๐˜ง๐˜ฐ๐˜ณ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ๐˜บ ๐˜ฃ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ข ๐˜ณ๐˜ฆ๐˜ข๐˜ญ๐˜ช๐˜ด๐˜ต๐˜ช๐˜ค, ๐˜ค๐˜ฐ๐˜ด๐˜ต-๐˜ฆ๐˜ง๐˜ง๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฐ๐˜ฑ๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ง๐˜ฐ๐˜ณ ๐˜ญ๐˜ฐ๐˜ฏ๐˜จ-๐˜ฉ๐˜ข๐˜ถ๐˜ญ ๐˜ต๐˜ณ๐˜ข๐˜ฏ๐˜ด๐˜ฑ๐˜ฐ๐˜ณ๐˜ต๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ.

Why do we care?
๐—ฃ๐—ฟ๐—ฒ๐˜€๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—๐—ผ๐—ฒ ๐—•๐—ถ๐—ฑ๐—ฒ๐—ป $๐Ÿฎ๐—ง ๐—ณ๐˜‚๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐—ฝ๐—น๐—ฎ๐—ป ๐˜๐—ผ ๐—ณ๐—ถ๐—ด๐—ต๐˜ ๐—–๐—น๐—ถ๐—บ๐—ฎ๐˜๐—ฒ ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ฒ.
Check the link in the end for more information on this.

Okayโ€ฆ but what does this have to do with the topic?

Frances Arnold, Co-Founder, Chemical Engineer & Nobel Prize Winner is on Joe Bidens Science Team.
Gevo has prime positioning to obtain some of the funding that it so much needs.

๐—ช๐—ต๐˜† ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐—ถ๐˜ ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ต๐—ถ๐˜€ ๐—ณ๐˜‚๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฎ๐˜ ๐—บ๐˜‚๐—ฐ๐—ต?
Gevo is far from profitable, and still a cash-burning business, and to generate cash, it has been constantly diluting shares over the last year.
The total shares outstanding grew by 838.8%, lowering each individual ownership value.
Comment on here if you want to more about share dilution and its dangers.

Revenue, as you can see in the posts image, has been decreasing since inception, with the hopes of a turn around due to mentality shift towards climate change.
The company has been losing a considerable amount of money, hence the need for capital injection.

Although the numbers don’t seem wonderful, the current balance sheet is actually pretty healthy.
The companies debt to equity ratio sits at 10.2%,, backed by the low debt the company contracts of $13.8M compared to $134.6M equity.
To prevent getting caught on debt, as we’ve seen before, the company opted for shares dilution to raise cash instead.

๐—ช๐—ต๐—ฒ๐—ป ๐—ฐ๐—ฎ๐—ป ๐˜„๐—ฒ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ถ๐˜๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜† ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ถ๐—ป๐—ฎ๐—น ๐˜๐—ต๐—ผ๐˜‚๐—ด๐—ต๐˜๐˜€
This is a very competitive market, and there are many solutions for renewable energy.
The story is, the demand for renewable solutions is spiking like never before, and current offers will not be enough to fund the demand.

With Frances Arnold on Joe Bidens Science Team, the chance to get finance increases, but it is not guaranteed, nor we know when it will arrive.
Bill Gates’s push to modernize farmland may, or may not use Gevo products, but it’s definitely something to consider.

This is a very ๐˜€๐—ฝ๐—ฒ๐—ฐ๐˜‚๐—น๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ that composes around 4.5% of our portfolio.
The idea is to let it roll for a couple of months and see how everything will turn out, checking if demand for these fuels will rise.

For now, we will keep it in our portfolio as the mission is clearly aligned with the new management team and world direction.

What are your thoughts on the company?

Alex

Further reading
Bill Gates understands the importance of biofuel

Joe Biden Clean Energy

Joe Biden plan for a clean energy revolution