Stonegate Capital Partners Updates Coverage On Aemetis, Inc. (AMTX) Q2 2025
Rhea-AI Summary
Aemetis (NASDAQ: AMTX) received an updated coverage report from Stonegate Capital Partners highlighting significant progress in its Dairy RNG platform. The company's 11 digesters produced 106,400 MMBtu of RNG in Q2, generating $3.1M in revenue. A major milestone was achieved with CARB's approval of seven new LCFS pathways at a -384 CI score, increasing LCFS credit value by approximately 120%.
The company secured $83M in Section 48 investment tax credit sales and expects capacity to reach 550,000 MMBtus by year-end and 1.0M MMBtus by end of 2026. Additional developments include a $30M MVR project at their California Ethanol plant projected to reduce natural gas usage by 80% and add $32M annual cash flow starting 2026. The company's India subsidiary is targeting an early 2026 IPO.
Positive
- RNG production reached 106,400 MMBtu in Q2 generating $3.1M revenue
- CARB approval of seven LCFS pathways increasing credit value by ~120%
- Secured $83M in Section 48 investment tax credits (~$70M cash)
- RNG capacity expected to grow to 1.0M MMBtu/year by 2026
- $30M MVR project expected to add $32M annual cash flow from 2026
- India subsidiary planning IPO in early 2026
Negative
- Significant capital expenditure required for expansion projects
- Multiple regulatory approvals still pending for additional pathways
News Market Reaction
On the day this news was published, AMTX declined 6.04%, reflecting a notable negative market reaction. Argus tracked a trough of -2.1% from its starting point during tracking. Our momentum scanner triggered 12 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $10M from the company's valuation, bringing the market cap to $163M at that time.
Data tracked by StockTitan Argus on the day of publication.
Dallas, Texas--(Newsfile Corp. - August 14, 2025) - Stonegate Capital Partners updates coverage on Aemetis, Inc. (NASDAQ: AMTX). Aemetis' results reinforced that the Company's Dairy RNG platform is entering a high-growth phase, supported by regulatory approvals, capacity expansion, and favorable policy developments. Eleven digesters produced 106,400 MMBtu of RNG in the quarter, generating
To view the full announcement, including downloadable images, bios, and more, click here.
Key Takeaways:
- Dairy RNG platform entering high-growth phase with 11 digesters producing 106,400 MMBtu in Q2 and CARB approval of seven new LCFS pathways, boosting credit value by ~
120% and supporting capacity growth to 1.0M MMBtu/year by 2026. - Secured
$83M in Section 48 investment tax credit sales (~$70M cash) and 20-year USDA-guaranteed financing, with Section 45Z monetization expected to begin in Q3 as a recurring revenue stream. - Advancing
$30M MVR project at California Ethanol plant to cut natural gas use by80% and add ~$32M annual cash flow starting 2026, while India subsidiary targets early 2026 IPO.
Click image above to view full announcement.
About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.
Contacts:
Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com
Source: Stonegate, Inc.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/262568
FAQ
What was Aemetis (AMTX) Q2 2025 RNG production and revenue?
How much did CARB's new pathway approvals increase LCFS credit value for AMTX?
What is Aemetis' projected RNG capacity by the end of 2026?
How much investment tax credit sales did AMTX secure?
What is the expected impact of AMTX's MVR project at the California Ethanol plant?
