Jun. 4 at 2:06 PM
$GEVO This post is about another company in a different sector I am comparing to GEVO as they are also a small cap that is going to be comparable To GEVOs quarterly operations by next quarter and beat them by Q3. Their management is also significantly stronger in terms of execution.
$HYDTF Q1 met management guidance and expectations. By Q2 quarter hydreight will be doing about 35-40M in revenue with about a 10% profit margin. For the FY 26 management guidance is 150M in revenue as their baseline and with about 15M in profits. I think this is underestimating and they may be closer to
$200M in revenue and in 2027 they will be between 350-500M in revenue. They currently trade at a 185M valuation.
$VSQTF The parent company of HYDTF with a 50% stake. Each share of VSQ owns 0.26 shares of HYDTF which is about a 40% discount alone and with other ventures that have significant promise. VSQ trades for a
$50M valuation when they have 150M in asset based on fair value.
