Oct. 4 at 9:28 PM
$GEVO Iets do a reality check of where we are and where we should be in 2 years.
According to latest presentation we should easily reach 110m yearly ebidta with our current assets after debottlenecking and ccs well utilization.
2026 - 2027 = 110m of yearly stable ebidta + if net zero 1 closes we get a 50m non recurring developer fee back. This assumes we keep current assets and dont add new revenue streams.
2028:
*RNG/Atj 30 - 260m yearly (atj 30 adds 150m of ebitda contribution)
*Atj 60 - 410m yearly ebitda
Total 670m yearly ebitda.
This is without anything else like ETO, verity, atj 30 project north star adding on to that. Remember our ultra rapid growth model is project north star. We are in a position to deliver 670m yearly ebidta AND have a platform for ultra rapid ebidta growth with atj 30/60/150 modular blueprints within 2 years assuming we get FID early 2026.
