Key Takeaways Green Plains sold its Tennessee ethanol plant to POET Biorefining for $190 million.The sale proceeds will pay off junior mezzanine debt due in 2026, strengthening the balance sheet.Enhanced liquidity gives Green Plains flexibility to pursue strategy and carbon reduction initiatives.Green Plains Inc. (GPRE) recently completed the sale of its ethanol plant in Rives, TN, to POET Biorefining - Obion, LLC for cash consideration of $190 million. This previously announced sale included $20 million of ...

I grant Green Plains (NASDAQ: GPRE ) a buy rating. I am of the opinion that the carbon capture initiative program will strengthen the company's financial position. The company anticipates that only the Advantage Nebraska projectDaniel Mellado is an economist from Carabobo University with a Master's Degree in Statistics from Simon Bolivar University, both obtained in Venezuela.Daniel worked analyzing the agricultural commodity market and the financial investment portfolio for an agribusiness group. Then, he ...

I grant Green Plains (NASDAQ: GPRE ) a buy rating. I am of the opinion that the carbon capture initiative program will strengthen the company's financial position. The company anticipates that only the Advantage NebraskaDaniel Mellado is an economist from Carabobo University with a Master's Degree in Statistics from Simon Bolivar University, both obtained in Venezuela.Daniel worked analyzing the agricultural commodity market and the financial investment portfolio for an agribusiness group. Then, he managed ...

syahrir maulana/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45). Transcript Rena Sherbill: Courage and Conviction Investing, two things we need now more than ever. Welcome back to the show. It's always great to have you. Courage and Conviction Investing: Rena, it's grea ...

syahrir maulana/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45). Transcript Rena Sherbill: Courage and Conviction Investing, two things we need now more than ever. Welcome back to the show. It's always great to have you. Courage and Conviction Investing: Rena, it's grea ...

Green Plains Renewable Energy (GPRE) shares ended the last trading session 7% higher at $10.28. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 26.1% gain over the past four weeks.Green Plains' rally reflects its signing of an agreement with Freepoint Commodities to monetize tax credits under 45Z. The deal enables the sale of 2025 Clean Fuel Production Credits from Green Plains’ three Nebraska facilities. The compa ...

OMAHA, Neb.--(BUSINESS WIRE)--Green Plains Inc. (NASDAQ:GPRE) today announced that it has entered into an agreement with an affiliate of Freepoint Commodities LLC (Freepoint) to sell Clean Fuel Production Credits, also known as 45Z tax credits, generated in 2025 under the Inflation Reduction Act. The initial credits will be generated from low-carbon intensity ethanol production at Green Plains' three Nebraska facilities. A portion of these credits are being generated prior to the expected launc. ...

政策变动 - 特朗普政府考虑要求大型炼油厂承担小型炼油厂豁免混合义务的一半或更少[1] - 共和党参议员提出法案阻止美国环境保护署强制大型炼油厂填补义务缺口[1] - 政策变动将削弱市场对农作物基与废弃物基生物燃料的短期需求[1] 市场反应 - 美国生物燃料企业股价近日大幅下挫[1] - 邦吉集团与阿彻丹尼尔斯米德兰公司股价出现自4月以来最大单日跌幅[2] - 瓦莱罗能源公司与绿原公司股价跌幅最高达5%左右[2] 行业影响 - 可再生能源识别码交易价格跌至6月以来最低水平[2] - 农业游说团体与石油游说团体围绕生物燃料政策展开激烈争论[1] - 美国环境保护署6月曾提出大幅提高2026年和2027年生物燃料产量配额的方案[1]

公司业务转型 - 乙醇生产商Green Plains正从持续现金消耗状态转向自由现金流为正的业务模式 [1] - 转型通过运营改进和额外收益实现 [1] 作者背景 - 作者为持证专业工程师 在核电行业工作 [1] - 利用能源行业专业知识评估适合长期投资的股票 [1] - 投资策略聚焦产生收入的股票和租赁房地产 以实现现金流和长期增值 [1] - 分析文章旨在展示企业基本面和长期潜力 [1]

资产出售交易 - Green Plains Inc 同意以1.9亿美元现金将其位于田纳西州Rives的乙醇工厂出售给POET 其中包括2000万美元营运资本[1] - 交易收益将用于偿还2026年到期的次级夹层债务 旨在强化公司资产负债表[1][8] - 该交易符合公司碳减排战略 预计于今年第三季度完成[1][2] 战略评估结论 - 公司于2024年2月启动的战略评估已完成 确认现行战略和现有领导层最能实现股东价值[3] - 评估提出一系列优化方案 将改善运营执行和资本纪律[3] 同业表现对比 - 公司股价过去一年下跌21.7% 同期行业整体跌幅为2.1%[5] - 同业公司Agnico Eagle Mines过去一年股价上涨72.9% 当前年度每股收益预期6.94美元 同比增长64.07%[7] - Mosaic公司2025年每股收益预期3.17美元 同比增长60.10% 过去一年股价上涨22.6%[7][9] - Carpenter Technology当前财年每股收益预期9.51美元 同比增长27.14% 过去一年股价上涨68.2%[9]