Welcome back everyone, so in this video, we’re going back to the clean energy sector,
as I provide you with updates on two clean energy jack pots, predicted to have bright
outlooks over the medium to long term. For one of these clean energy penny stocks, which is only a
small cap penny stock right now at about $47m of market cap, their CEO very recently re-iterated
on their latest earnings call, their goal to reach a valuation of $500m as early as 2023.
I feel that’s a huge outlook promised to investors which can’t possibly be ignored.
And trust me, you don’t want to be the one who snoozes on such opportunities.
So make sure you stick around to the end so you don’t miss out on these two clean energy gems,
which are on course to create fortunes in the clean energy space.
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That said please drop a quick like on the video and hit the bell, so we can get on with it with
our next stop, which is Gevo Inc (Gevo) which we recently called here at $2.8 per share and
it has since been slowly creeping up and once again signing some big deals
and is now sitting at $3.48 per share with a market cap of $818mn. It is sitting up 30%
on the month on what seems to be the beginning of a momentum run.
But as I mentioned before and what you need to be aware of about Gevo is that,
they are a long term play. We are all cognisant about the push towards a clean energy transition
and that is no different in the aerospace industry. So if you look at when they are expected
to begin to deliver their SAF products which is as early as 2025, that suffices to say much patience
is required to ride any market volatility but the rewards are expected to be huge.
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So here’s what’s new which you need to be aware of.
So fresh after signing huge deals with American Airlines, Delta Airlines, Aer Lingus, Finnair
and Japan Airlines for their sustainable aviation fuel, Gevo has been at it again.
ALASKA AIRLINES AND GEVO ENTERED INTO A SUSTAINABLE AVIATION FUEL SALES AGREEMENT
FOR 37 MILLION GALLONS PER YEAR FOR FIVE YEARS through Gevo’s future commercial operations.
And Gevo’s SAF deliveries are expected to begin in 2026.
Alaska Airlines is a member of oneworld® global alliance (oneworld), and this agreement falls
under their memorandum of understanding (MoU) signed in March 2022, laying the groundwork for
the 14 world-class airlines in the alliance to potentially purchase 200 million gallons
of SAF per year, from Gevo’s future commercial production operations. Gevo and Alaska Airlines
previously partnered in 2016 to demonstrate the use of the first cellulosic renewable jet fuel
specified for use on a commercial airline flight, produced from the sugars of wood waste.
This Agreement with Alaska Airlines expands the list of committed airline partners and supports
Gevo’s pursuit of its stated goal of producing and commercializing a billion gallons of SAF by 2030.
Gevo CEO Dr. Patrick Gruber added that “Alaska was the first airline
to fly on a Gevo experimental fuel that they made from the cellulosic fiber of wood waste, providing
a pathway and proof that waste woods can be used to make sustainable aviation fuel. When Alaska
Airlines receives fuel from one of their Net-Zero facilities, they will do so having been a part of
some of their very important initial testing and delivery of sustainable aviation fuel.”
And to sum it up, GEVO REPORTED SECOND QUARTER 2022 FINANCIAL RESULTS stating that they now had
more than 350 million gallons per year (“MGPY”) of financeable fuel supply agreements, which you can
see here. Japan Airlines, Finnair, Aer Lingus, American Airlines and more recently Alaska.
And based on current market projections and operating assumptions,
these deals represent approximately $2.1 billion in expected revenue per year,.
These types of contracts are expected to assist Gevo in obtaining project debt financing.
The Company's Net-Zero 1 project is on schedule and they continue to work towards completion of
the various milestones for 2022. But this is what I feels gives you a an indication of the
size of future potential of Gevo when you look at the deals which they have in the bag which
is that they reported revenue of $0.1 million for the quarter compared to $0.3 million in Q2 2021.
Wow that’s a $100k compared to a potential opportunity
of c.$525m per quarter once they are in full delivery mode from 2025.
Again this doesn’t take into account inflation other risk factors as such, but still you get
to imagine what their valuation would be. Clearly dwarfing their current levels, I’m sure.
And commenting on the second quarter results their CEO said, “Given their continued success
in securing SAF supply agreements as well as the additional interest they are witnessing in the
marketplace, there should not be any question about the potential size of the market for
renewable fuels. The opportunities over the next decade and beyond are large and rapidly growing.
And their goal is to build SAF production capacity at a rate that will establish Gevo
and its partners as a market leader and powerhouse in the renewable fuels sector.
And based on what they see today, they expect to stay on schedule for the 2025 start-up.”
How much more exciting could this possibly be. The patient investors would laugh last here.
On to our next stop, which is Comstock Inc (NYSE: LODE) which has been sitting down flat over the
last few months are 60cents per share with a market cap of $47m. On a ytd horizon it is
sitting down 54% and has barely moved even as the markets have begun to pick up. So is this a value
trap or is there reason to believe there could be a tremendous upside from the current levels?
Let’s see what’s new and why analysts think there could be plenty of upside here.
COMSTOCK ANNOUNCED SECOND QUARTER 2022 RESULTS
And wrt to their cellulosic Fuels, they announced a significant expansion of their
leading cellulosic technology portfolio by filing for a new patent, covering breakthrough
pathways to produce renewable diesel, sustainable aviation fuel (“SAF”) gasoline and marine fuel,
from woody biomass, at dramatically improved yield, efficiency, and cost.
They say renewable fuels provide a critical opportunity for decarbonization, however, most
of the existing U.S. renewable fuel refineries draw from the same limited pool of constrained
feedstocks. Comstock’s plans to decarbonize with renewable fuels involves abundant feedstocks
that are not used today, enabling a vast untapped energy source with superior benefits.
And on their Lithium Extraction and Electrification Products,
they commissioned their proprietary lithium-ion battery (“LIB”) pilot crushing,
separation, and conditioning system. The production of high-purity black mass to commence
in their battery metal recycling facility by Q2 2023. And the production of their battery grade
lithium carbonate is set to commence in their battery metal recycling facility by Q3 2023.
Analysts at Seeking Alpha say Comstock Mining is
Accelerating their Growth Plans, with a $9/Share Valuation Timing.
Their CEO said a $500MM valuation goal ($9.23/share) "will be met well
ahead" of the previously stated 2022 year-end target date, with loftier,
exponential ESG growth contemplated in future years. Their balance sheet is growing,
with no long-term debt and their upcoming mineral resource estimates have massive upside potential.
And in their latest earnings call, on the August 10th their CEO Corrado De Gasperis
stated: "They’re on a path to almost $1 billion in revenue... and they're going
to exceed our near-term $0.5 billion market value well ahead of schedule.
They’re extremely focused on only those items within the timeframes they’ve published. And
their money's where their mouth is, as they've directly linked these performance objectives
with their goal of delivering this first $0.5 billion, which they are now reassessing
as each of these new growth businesses can exceed multiples of that amount,
as they move to an exponential ESG based growth track." How bullish is this
The company makes no secret of its goal of reaching a $500 million
market value - nearly 11X their current valuation - by 2023. How exciting??
So some very very interesting and mindblowing prospects ahead for these clean energy stocks
but only consider getting in if the price is right for you and if you fully understand the
risks. This video is not financial advice, a buy or a sell recommendation, but is meant to
bring some new and exciting penny stocks to your attention for you to do your own research.. As
always I would love to hear from you, so please let me know your thoughts on these top penny
stocks in the comments section below and what other penny stocks are catching your eyes lately.
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Thank you so much for being here and I look forward to have you in my next video. Thank you