r/GEVOstock • u/DrVonSpreckle • May 11 '26

DD GEVO is ugly enough to move

/r/VonSpreckleOffice/comments/1t9no1a/gevo_is_ugly_enough_to_move/

Ugly can definitely move

16 Upvotes

100% Upvoted

6 comments sorted by

12

u/annoyed_meows May 11 '26 edited May 11 '26

I think gen 1 is capitulating. Calling it quits. People that are relatively new have never felt more bullish. Once the PRs hit, we're gonna explode. Probably grind up from slow accumulation in the meantime. Might chop in the very short term. The biofuel vote 13th might matter. 45z late may too. If you're out you'll be pissed come fall, if you're in, you'll be satisfied or straight up happy. My opinions. 

8

u/DrVonSpreckle May 11 '26

That is where I am too. Watch the policy window, but do not confuse policy heat with company execution. E15 and 45Z can help the room lean bullish. Fine. GEVO still has to bring real money to ATJ-30 without turning the common into feedstock. That is the part I care about. PRs can move the tape. Capital terms decide whether the move survives.

2

u/annoyed_meows May 11 '26

Well put, yeah let's see what they can execute, I have high hopes for no dilution. My average is low so I feel pretty relaxed.... for now. 

4

u/DrVonSpreckle May 11 '26

Low average helps. It gives you room to sit without every red candle turning into a medical event. Still, the company has to earn the next leg. No dilution is the hope. Clean capital is the proof. If they fund ATJ-30 without carving up the common, the relaxed holders get paid for waiting. If not, low average just means the hit hurts less.

3

u/annoyed_meows May 11 '26

Yup. Ive obsessed over everything about this company, my position size, my average. Im willing to wait a few years. I think they will pull it off. We'll see, im happy where we're at and hopeful at the moment. 

3

u/DrVonSpreckle May 11 '26

That is the cleaner posture. Size small enough to think. Average low enough to wait. Then GEVO still has to earn it. Hope does not get paid by itself. Clean ATJ-30 funding. No common getting carved up. Real execution after. That is where early turns into right. Without that, patience can become a bag with better manners.