Added to YB: 2026-05-11
Pitch date: 2026-03-16
AMTX [bullish]
Aemetis, Inc.
+17.73%
current return
Author Info
No bio for this author
Company Info
Aemetis, Inc. operates as a renewable natural gas and renewable fuels company. The company operates through California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel segments.
Market Cap
$212.6M
Pitch Price
$2.20
Price Target
8.50 (+228%)
Dividend
N/A
EV/EBITDA
-43.44
P/E
-2.67
EV/Sales
3.37
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Aemetis Inc. (NASDAQ: AMTX)
AMTX: Trades $2.25 (~$150M mkt cap) vs $450M-$1.15B gross asset value. Q4 2025 first +adj EBITDA ($1.9M). 3 catalysts: (1) debt refi at 6-7% saves $24M/yr vs current (2) India IPO at $300M+ val, 25% proceeds to parent for deleveraging (3) MVR adds $32M/yr FCF. $327M debt matures Apr-May '26; Third Eye extended 29x since 2012. 45Z tax credit $40M potential pending Mar '26 GREET update. Dairy RNG -384 gCO2e/MJ = highest LCFS credits. PT $8.50 (+280%).
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