AE BIOFUELS WKN: A114CC ISIN: US00770K2024 Kürzel: AMTX Forum: Aktien Thema: Hauptdiskussion
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16. Nov, 13:00:56 Uhr,
Lang & Schwarz
Kommentare 11.669
Brazzinger,
28.11.2023 14:30 Uhr
0
https://www.imperial.ac.uk/news/249753/worlds-first-transatlantic-flight-100-sustainable/
Paki,
11.11.2023 15:12 Uhr
2
Die wichtigsten Punkte aus dem Call von einem einem anderen Forum:
a big rise in revenues largely from $62 million in marketable tax credits.
$50 million paid towards debt and preferred obligations.
better terms and interest rates on some debt.
2024 ITC (investment tax credits) from RNG development likely to pay off $108 million in debt used to extinguish preferred stock obligations.
Continued development of RNG (renewable natural gas) dairy projects using favorable USDA 20-year low rate loans.
Discussions with potential joint venture partners on SAF plant.
Timelines on buildout of RNG, SAF and carbon capture are 2 to 3 quarters behind due to tighter conditions in the financial sector
India plant is now planned to grow to 100mgal by 2025, which means double capacity, and growth is expected beyond the current 60mgal and the scheduled 80mgal.
India expansion is extremely cheap and tweaks to the process now allow cheaper feedstock
More India capacity means more tallow volume btw
CARB board meeting in Jan 24 will set the course for tax credits. may set off a rush to buy out all the tax credits.
further efficiency of ethanol plant is expected after solar farm is done
more dairies should be online during Q4
there was a mention of hydrogen production for clean fuel/trucks
additional RNG volume from digester efficiency is still a thing
redefining additional dairies to number of cows, which is a better representative of RNG potential as not all dairies are the same size and some diaries are consolidating around digesters.
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