Devvstream Corp Stock Price, News & Analysis

DevvStream (Nasdaq: DEVS), a carbon management company, has announced its initial crypto treasury portfolio composition and appointed key partners. The portfolio includes three digital assets: Bitcoin (BTC) for security and liquidity, Solana (SOL) for transaction speed and yield, and DevvE (DEVVE) for impact-layer tokenization.

The company has appointed BitGo Trust Company as qualified custodian and FRNT Financial Inc as digital treasury consultant. This strategy aims to combine institutional-grade liquidity with programmable sustainability, focusing on real-world asset tokenization.

DevvStream (Nasdaq: DEVS), a carbon management firm, has secured a significant financing agreement for up to $300 million in senior secured convertible notes with Helena Partners. The company has already completed an initial funding of $10 million on July 18, 2025.

The agreement specifies that 75% of net proceeds will be allocated to purchasing liquid digital assets, which will serve as collateral for future credit facilities. The notes can be converted into Common Shares at an initial conversion price of 200% of the closing price prior to the closing date. This strategic initiative aims to build a blockchain-based treasury and launch a tokenization platform for sustainability-linked infrastructure.

DevvStream (NASDAQ: DEVS) has signed a carbon management agreement with Energy Efficient Technologies (EET), expanding its environmental asset portfolio into building efficiency. The partnership provides DevvStream with dual revenue streams from carbon credits/I-RECs and shared utility-bill savings. EET has proven success in reducing electricity consumption by 8-35% for major clients including global hospitality, restaurant, and brewing companies. The agreement targets a significant market opportunity, with EET estimating potential savings of $20 billion in power costs and 117 million tonnes of CO2 reduction annually across 8,000 data centers using their CryoGenX4 technology. This partnership strengthens DevvStream's existing portfolio which includes hydro, solar, waste-to-energy, carbon-capture, and biogas projects.

DevvStream (NASDAQ: DEVS) has signed a carbon management agreement with Energy Efficient Technologies (EET), establishing two key revenue streams from carbon credits, I-RECs, and shared utility bill savings. EET specializes in reducing commercial building electricity consumption by 8-35% and has worked with major global clients including a hospitality group with 8,000+ hotels, the world's largest quick-service restaurant chain, and a major brewing company. The partnership adds building-efficiency assets to DevvStream's diverse portfolio. EET's CryoGenX4 technology could potentially save $20 billion in power costs across 8,000 data centers, reduce 166 billion kWh, and avoid 117 million tonnes of CO2 annually, demonstrating significant market potential.

DevvStream (NASDAQ: DEVS) has signed two new memoranda of understanding (MoUs) in Indonesia for waste-to-energy (WtE) projects, expanding its environmental asset portfolio in Southeast Asia. The agreements with PT Tren Solusi Transformasi Indonesia and PT Kartika Satu Graha Mandiri involve a municipal WtE facility in West Java and a landfill waste conversion project in Depok City, respectively. These projects will generate International Renewable Energy Certificates (I-RECs) and carbon credits, potentially creating recurring revenue streams. The Southeast Asia WtE market is expected to grow from $4.22 billion in 2025 to $7.70 billion by 2030, representing a 12.8% CAGR. These MoUs complement DevvStream's existing projects in Indonesia and the Philippines, diversifying its revenue mix across hydro, solar, carbon sequestration, and biogas assets.

DevvStream Corp (NASDAQ: DEVS) has signed a Memorandum of Understanding (MoU) with Fayafi Investment Holding to establish Fayafi x DevvStream Green Ventures, a joint venture focused on global decarbonization and climate infrastructure projects. The venture will combine DevvStream's operational expertise with Fayafi's capital resources and network.

Key details include:

• Initial funding commitment of $100 million
• Ownership structure: 80% Fayafi, 20% DevvStream
• Expected firm agreements in Q2 2025
• Initial project deployments targeted for Q3/Q4 2025

The capital-light model enables DevvStream to expand its global presence while generating recurring revenue from project management, consulting, and carbon monetization with minimal upfront investment. DevvStream will lead technical operations while Fayafi serves as the financial and strategic engine.

DevvStream (NASDAQ: DEVS) announced that its affiliate Monroe Sequestration Partners, in which it holds a 50% stake, has signed a Collaboration Agreement with Southern Energy for a major carbon capture project in Louisiana. The partnership involves Southern Energy's planned $1 billion biomass-to-fuel facility that will produce methanol and sustainable aviation fuel (SAF), expected to be operational in 2028.

Monroe will provide permanent CO₂ sequestration through its Class VI storage site, scheduled to begin operations in 2027. The collaboration aims to generate high-quality carbon credits and support global decarbonization mandates in aviation and maritime transport industries. Additional definitive binding agreements are expected in Q2 2025.

DevvStream Corp (NASDAQ: DEVS) has signed an MoU with UAE's Fayafi Investment Holding to create "Fayafi x DevvStream Green Ventures", a joint venture focused on global decarbonization and climate infrastructure projects. The venture will be owned 80% by Fayafi and 20% by DevvStream, with an initial funding commitment of $100 million. The partnership combines DevvStream's operational expertise in carbon management with Fayafi's capital resources and institutional network. Final agreements are expected in Q2 2025, with project deployments targeted for Q3/Q4 2025. DevvStream will lead project identification, evaluation, and carbon credit management, while Fayafi will drive market access and regulatory approvals. This capital-light model allows DevvStream to expand globally while generating recurring revenue from project management, consulting, and carbon monetization services.

DevvStream (NASDAQ: DEVS), a carbon management firm, has received an additional $218,000 investment from its Chairman Carl Stanton and Director Wray Thorn through a 5.30% Secured Convertible Note due November 2026.

The investment aims to support the company's expansion into energy transition markets, grow partnerships, and strengthen its position in the carbon offset market. Both investors are co-founders of Focus Impact Partners.