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Carbon

$AMTX Unveils 5-Year Plan Targeting $1 Billion Revenue by 2025Aemetis Unveils Five-Year Plan Targeting $1 Billion of Revenue by 2025 has rolled out a new five-year plan that positions the company to generate $1.07 billion of revenues and $325 million of adjusted EBITDA in year 2025. The Revenues plan is a CAGR of 35% and the EBITDA growth plan is a CAGR of 109% for the years 2021 to 2025. The majority of the Company’s revenue growth is expected to come from California dairy Renewable Natural Gas and the Aemetis “Carbon Zero” renewable jet/diesel plants using negative carbon intensity cellulosic hydrogen produced from waste almond orchard wood in Central California. The Aemetis Dairy RNG project plan shows revenues growing from $9 million in 2021 to $175 million in 2025 , while Dairy RNG project EBITDA expands from $4 million in 2021 to $141 million in 2025 . Aemetis has been awarded $23 million of grants related to dairy RNG and related gas cleanup and utility pipeline interconnection units, including a $1 million grant to install an RNG dispensing station to fuel RNG trucks at the Keyes plant. The Aemetis “Carbon Zero” renewable jet/diesel plants utilizing estimated -80 negative carbon intensity cellulosic hydrogen are planned to grow to $467 million revenues and EBITDA of $136 million in year 2025. By completing carbon reduction upgrades and expansions of its current operating ethanol and biodiesel plants, the Company expects to generate annual revenue in ethanol and biodiesel of approximately $426 million by 2025, up from about $227 million of expected revenue in 2021, an increase of 87% . Aemetis has received $16.8 million of grant funding to support its carbon reduction upgrades at the Keyes plant and $23 million to support the estimated -416 carbon intensity dairy RNG project . Supporters includethe USDA, the US Forest Service, the California Energy Commission, the California Department of Food and Agriculture, and PG&E’s energy efficiency program. finance.yahoo.com
NASDAQ:AMTX
by AlenCiken
Coal is Non Consensus, ContrarianContrary to opinion of virtue signalers, lots of coal is required for the production of electricity, solar panels, and electric vehicles. Coal didn't go away, we just outsourced it to China, which consumes 50% of the world's coal. This is just a simple mean-reversion play. It's one of the few commodities still near their 2020 crash lows and has healthy upside in this global macro Quad 2 (global growth and inflation accelerating simultaneously). Ways to express this trade via equities include HCC BTU ARLP NRP ARCH HRNG SXC METC CEIX Not investment advice. DYODD.
DJ:DJUSCLLong
by Ludwig_Von_Mises
Sleeping Giant Awakes? AVZ potentially sits on the world's largest lithium pegmatite deposit. If successfully funded and executed over the next 3-5 years, could cause a huge shake up in the global lithium market and headache to higher cost lithium projects. Key risks: 1. Geopolitical risk (Project location: DRC) 2. Vulnerability to Australia trade relations. Cashed up YiBin may want to fund this project, but is subject to strict FIRB approval process. Worsening trade relation between Australia and China potentially to further limit Chinese funding 3. AVZ only to benefit to wide-spread adoption of lithium based batteries by mid 2020s. Existing Incumbent Tier 1& 2 producers are already pursuing aggressive expansion plans backed by institutions. 4. Current Spodumene producers has high CO2 footprint Catalysts: 1. Final Investment Decision 2. Funding partners 3. Off-take agreements 4. Carbon Footprint Reduction / Offset through renewable energy generation & carbon credit purchases. Trading plan AVZ has been trading below $0.1 for more than two years with multiple failed attempts to break above the teens. Recommendation to buy into strength but not weakness. Speculative Entry: $0.101 Falling Sell: $0.069 Sources: 1. www.afr.com 2. www.youtube.com
A
by Yabbyuwu
I see a good opportunity on CopperThis metal is easy. The price of copper is not only driven by industries / global gdp anymore. Well still by industries in a way but now there is a new thing to consider: the climate change pseudo science. As a pseudo science, we cannot go and say "this is how it is therefore this will be the answer", and once again, finance drifts away from "real science" in this way: Wind power demands alot of copper, I don't get why they don't look more into biofuels and hydroplants maybe one day they will and demand will drop but for now anytime the herd gets all excited and starts being conviced minuscule amounts of CO2 will magically make temperatures go up 10°C and this will make antartica melt (-40°C with most of the ice much colder than this) or better forget about elementary school science and think that the polar ice cap will make sea level rise, or other kind of ignorant hysteria, demand will go up in the short term... We can probably predict short term price spikes when there is a worldwide hysteria moment and plans to build alot of "green" power generators. Could be easy money for years to come, possibly... And few people are interested in copper it does not sound new so the duning kruger herd won't get very excited by it, could be an easy free money niche for several decades. Mass delusions of the past did not vanish in a few years, Galileo died in a world that was convinced earth was flat (how logical) and wasn't even buried in a mausoleum as was planned because "heresy". COP25 climate talks failed today... Looks like a catalyst for price to go down or do I have this wrong?, plus price is at resistance and doing some sort of little rising wedge The price gapped up because it's a ponzi or because market participants are idiots, or maybe it will go up for whatever reason I don't know. Reminds me of that september natgas & oil gap after aramco attack.
COMEX:HG1!Short
by MrRenev
1
Carbon could test €30 in the short-termCarbon (EUA) is a very technical market, as you can tell from my previous charts. Dec20 contract breached a strong resistance level and it could aim for €30/t. Additional support has been felt by fundamentals and Brexit developments. In the short-term, the market could be bullish and attempt to set a new trading range, above the €26/t. That said, I doubt EUAs will remain bullish until 31st of October (Brexit new deadline). Strongly believe volatility will remain quite high due to several upcoming data announcements - later in the summer and in September. A
ELong
by Avernus
1
Carbon outlook changes to bearishHello folks, A number of fundamental changes have affected EU ETS allowances, which are currently breaching MA200 - a strong technical level. Weak EUETS auctions, low/negative dark spreads and Brexit concerns have provided pressure. Technically, Fibonacci 61%(used for resistance levels), and MA200 have been breached. All technicals, except RSI (which is not my favorite in trending markets), show further bearishness. Happy to hear your thoughts! Peace A
EShort
by Avernus
Carbon - Technical analysis - A correction in the horizon?Heya, In the previous post, I shared with you an ambitious thought, which was predominantly based on a fundamental view rather than a technical view. Hence, I set a tight stop-loss. Now, we see carbon testing some support levels, which I'm not confident it can breach in the short-term. That said, Brexit developments next week may provide some further direction. In the meantime, speculators have increased long positions and some profit talking could help carbon to retrace some of its recent gains. Volatility is expected to remain quite high. Entering a short position with a tight stoploss around current levels seems a positive EV move with a decent risk-reward ratio. All thoughts are written down so I keep track of my thoughts and are for educational purposes. Would love to hear your comments. Peace, A
EShort
by Avernus
Carbon EU ETS EUA Carbon as a market has been following very closely technical signs in 2018. European Commision introduced Market Stability Reserve (MSR) a policy that aims to reduce the surplus of carbon allowances we are currently seeing in this market. This analysis argues that EUAs tested the 21.40 three times but failed to breach it. That said, the triple top formation never occurred and therefore an inverse head and shoulders have provided the necessary upward pressure. Technically this market could test in the short-term its recent high. Fundamentally, MSR kicks in next year and traders will be looking very closely to see how this instrument will affect this market. The demand of those allowances will play the most important role. All these are just my thoughts and observations for education purposes. This is not an investment advice. Happy to hear yours. L
ELong
by Avernus
SGL CARBON GERMAN STOCK WITH 30% POTENTIALI pulled the trigger on this german stock. I am seeing very good potential in it. After a multiyear downtrend which took it from 40€ to 8€ i believe we might be in for a correction, normally i dont like to pick bottoms, but this is a tasty R:R and the fundamentals are also increasingly promising. +SGL Carbon was finally able to sell the final part of its losing operations. Leaving now more funds, to concentrate on its profitable segment. +VW, BMW and SKion, have over the last year became big shareholders/investors in this company. They possess together about 45% of SGL Carbons shares and they have been constantly adding more. +Societe General yesterday changed their outlook for the share price, they are now seeing 12€ per stock as fair value for SGL Carbon. Now to the technical part: We have a big bottom being formed since the beginning of 2016. One can see a potential double bottom. The major multimonth trendline, is a very important line that market participants were testing several times. Bulls managed to make a textbook bullish outside bar, enveloping the previous 5 weekly bars, this is chart technically speaking a bullish signal. One can see on the daily chart a more detailed view of the current situation. I am personally long since 8.45€ looking for this move to extend to 11€ midterm, but this is not a buy recommandations its just a view i have on this stock. It might as well fall, no one knows for sure. My stop is currently placed at 7.90€. I think dips toward 8.30 are a good buying opportunity with a stop below 8€. Please use decent risk management and dont risk too much on one trade. Finally, thanks for reading all this. Blessings to you all.
FWB:SGLLong
by IamJeanPaul