Aemetis-erneuerbare Brennstoffe und Biochemikalien (Seite 12)

[Gladiator79]

Antwort auf Beitrag Nr.: 69.338.470 von Bernati am 15.09.21 22:35:14

Gibt es eigentlich gerade eine Erklärung, warum der Kurs so deutlich runter geht. Oder muss ich mich bei Aemetis an solche Schwankungen gewöhnen? Bin jetzt neu hier investiert und...Cielo-geschädigt und habe im Moment die Nerven etwas blank - sorry

[maccy1]

Antwort auf Beitrag Nr.: 69.338.392 von Bernati am 15.09.21 22:25:23

Ich bin auch sehr positiv gestimmt! Newsflow passt, hier wird meiner Meinung nach hinter den Kulissen gute Arbeit gemacht mit nicht so viel PR und Versprechungen wie bei Cielo. Ich glaube auch, dass ggf. einige Investoren, die in diesem Bereich für die Zukunft investiert sein wollen aktuell von Cielo in Aemetis switchen.

Ich sehe uns, bei einem weiterhin stabilen Marktumfeld zum Jahresende wieder auf alten Höchstständen!
Hoffen wir mal, dass meine Glaskugel mich nicht so im Stich lässt wie bei Cielo:-)

[Bernati]

[Bernati]

Ich muss sagen, so wie mich der Kurssturz von 20 auf 8 USD schockiert hat, so gefällt mir das comeback. Es läuft mit regelmässigen positiven PRs recht stabil hoch mit jeweils einigen Tagen Erholung. Der RSI ist aber nun schon recht hoch, wäre wohl gut wenns jetzt etwas flach läuft, bis dann die erhoffte News der 1.8b fuel tenders kommt und der Kurs wieder deutlich über 20USD ziehen kann...

...was meint ihr? *zirp*zirp*

[Bernati]

Aemetis Biogas Signs Utility Pipeline Interconnect Agreement and Funds Final Payment for Installation of Equipment

PG&E Gas Pipeline Interconnect Expected to be Completed in Q4 2021

CUPERTINO, CA – September 15, 2021 – Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas (RNG) and renewable fuels company focused on negative carbon intensity products, announced that its subsidiary Aemetis Biogas LLC has signed the Standard Renewable Gas Interconnection Agreement (SRGIA) with the Pacific Gas & Electric Company and funded the final $1.2 million payment for installation of PG&E’s interconnection equipment to deliver renewable natural gas (RNG) into the utility gas pipeline in Q4 2021.

The PG&E RNG interconnect equipment has already been fabricated onto modular units that are now scheduled to be delivered to the Keyes plant and installed during the next three months. When the interconnection unit is completed, the RNG produced by the Aemetis Biogas Central Diary Digester Project will be delivered into the Pacific Gas & Electric natural gas pipeline for sale to customers throughout California as transportation fuel.

“As planned, the engineering, permitting, offsite equipment fabrication, and full payment of $2.3 million to PG&E has been completed,” said Andy Foster, President of the Aemetis Biogas subsidiary of Aemetis, Inc. “PG&E manages the fabrication and installation of the interconnection system connecting the Aemetis biogas cleanup and compression facility to the gas utility pipeline. We are pleased that a significant milestone for completion of the Aemetis Biogas Central Dairy project was completed today.”

Aemetis has already built and currently operates two dairy biogas digesters, on-site dairy gas upgrading and pressurization facilities, and a four-mile biogas pipeline connecting the dairies to the Aemetis Keyes ethanol plant. The centralized biogas cleanup and onsite RNG fueling facilities at the Keyes plant are currently under construction for completion in Q4 2021, and the construction of 15 additional dairy biogas digesters are in progress for completion during 2022.

The PG&E interconnection unit is a gateway for the network of lagoon digesters being built by Aemetis Biogas to produce renewable natural gas (RNG) for use as a transportation fuel. The biogas produced by the first two dairy digesters has received an approved pathway by the California Air Resources Board (CARB) utilizing negative 426 (-426) carbon intensity (CI) and is currently used to displace petroleum based natural gas consumed at the Keyes ethanol production facility for process energy.

When fully built out, the planned 52 dairies in the Aemetis biogas project are expected to capture more than 1.4 million MMBtu of dairy methane and reduce greenhouse gas emissions equivalent to an estimated 5.2 million metric tonnes of CO2 each year, equal to removing the emissions from approximately 1.1 million cars per year.

The Aemetis Biogas dairy RNG project, energy efficiency upgrades to the Aemetis Keyes biofuels plant, and the Aemetis Renewable Jet/Diesel project include $57 million of grant funding and other support from the US Department of Agriculture, the US Forest Service, the California Energy Commission, the California Department of Food and Agriculture, CAEATFA, and Pacific Gas and Electric’s energy efficiency program.

https://www.aemetis.com/aemetis-biogas-signs-utility-pipelin…

[Bernati]

es geht vorwärts!

Aemetis Awarded Building Permits to Begin Construction on Next Phase of Dairy Biogas Digesters

Fifteen dairy digesters planned for completion in 2022

CUPERTINO, CA – September 8, 2021 – Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas (RNG) and renewable fuels company focused on negative carbon intensity products, announced today that it has been issued building permits by Stanislaus County in California to construct the next phase of dairy biogas digesters in the Aemetis Biogas Central Diary Digester Project which will be connected via private pipeline to the Aemetis ethanol plant near Modesto.

“In addition to the California Environmental Quality Act (CEQA) IS/MND permit for the 32-mile extension of the Aemetis Biogas pipeline, the project has received building permits to begin construction of the next phase of dairy biogas digesters,” said Andy Foster, President of the Aemetis Biogas subsidiary of Aemetis, Inc. “We have already built and currently operate two dairy biogas digesters, on-dairy gas upgrading and pressurization facilities, and a four-mile biogas pipeline connecting to our Keyes ethanol plant. The centralized biogas cleanup and utility pipeline interconnection facilities at the Keyes plant are currently under construction for completion in Q4 2021, and we plan to complete the construction of 15 additional dairy biogas digesters during 2022.”

The next phase of five dairy biogas digesters are part of a network of lagoon digesters being built by Aemetis Biogas to produce renewable natural gas (RNG) for use as a transportation fuel. The RNG produced by the first two dairy digesters has been approved by the California Air Resources Board (CARB) utilizing negative 426 (-426) carbon intensity biogas to displace petroleum based natural gas used at the Keyes ethanol production facility.

The next phase of five dairy digesters is planned for completion in Q1 2022, with an additional ten dairy digesters planned for completion by Q4 2022. When completed, the seventeen dairy digesters built and operated by Aemetis are expected to produce approximately 440,000 MMBtu per year of Renewable Natural Gas for use in trucks and buses to displace carbon based diesel fuel.

The planned 52 dairies in the Aemetis biogas project are expected to capture more than 1.4 million MMBtu of dairy methane and reduce greenhouse gas emissions equivalent to an estimated 5.2 million metric tonnes of CO2 each year, equal to removing the emissions from approximately 1.1 million cars.

The Aemetis Biogas dairy RNG project, energy efficiency upgrades to the Aemetis Keyes biofuels plant, and the Aemetis Renewable Jet/Diesel project include $57 million of grant funding and other support from the US Department of Agriculture, the US Forest Service, the California Energy Commission, the California Department of Food and Agriculture, the California State Treasurer’s Office, and Pacific Gas and Electric’s energy efficiency program.

https://www.aemetis.com/aemetis-awarded-building-permits-to-…

[Bernati]

Antwort auf Beitrag Nr.: 69.105.881 von Bernati am 20.08.21 10:45:21

Wenn man die Zahlen für CCS Projekt mal rechnet...

1 mio MT CO2 pro Jahr
x
Einkommen/Steuerkürzungen geplant:
- California Low Carbon Fuel Standard = 200$ / MT
- IRS 45Q tax credit 50$ / MT (evtl auch 80$)
= 250mio $ pro Jahr

Gehen wir mal von 2/3 aus, 166mio$/Jahr, ist das auch schon ordentlich
Der Trick ist, das funktioniert so nur in Verbindugn mit einer theoretisch grossen CO2 Quelle, dem Ethanolwerk, welches jetzt langsam klimaneutral wird.

[Bernati]

Hier noch die Meldung vom 18. bezüglich dem CCS Projekt
https://www.aemetis.com/aemetis-ccs-drilling-study-by-baker-…

Engineering and Permitting in Process for Two CO2 Injection Characterization Wells related to Aemetis Keyes and Riverbank Biofuels Plant Sites

CUPERTINO, Calif. – August 18, 2021 – A new study concluded that more than 2 million metric tonnes (MT) per year of CO2 can be removed from the atmosphere and injected safely into the earth at two ethanol plant sites in California. The study was commissioned by Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas and renewable fuels company focused on below zero carbon intensity products.

The Carbon Capture & Sequestration (CCS) geologic formation review and drilling study was completed by Aemetis Carbon Capture, a subsidiary of Aemetis, and was conducted by Baker Hughes, a global energy services company with operations in 120 countries.

The Baker Hughes study estimated that 1.0 million MT per year of CO2 can be sequestered in the saline formations located deep underground at or near the Aemetis Keyes ethanol plant site. The study noted that up to 1.4 million MT per year of CO2 should be injectable at or near the Aemetis Riverbank site due to the favorable permeability of the saline formation and other factors.

“The conclusions from the initial Baker Hughes geologic formation and pre-drilling study confirm the feasibility of Aemetis plans to construct two CO2 injections wells at or near the Aemetis biofuels sites,” stated Brian Fojtasek of ATSI, the project manager for the Aemetis Carbon Capture construction phase. “We have completed Front End Loading engineering and are now working on the Front End Engineering Design (FEED) and permitting for the Aemetis CCS projects.”

Once complete, the Aemetis Carbon Capture CCS project is expected to capture and sequester more than 2 million MT of CO2 per year at the two Aemetis biofuels plant sites in Keyes and Riverbank, California. The amount of CO2 sequestered each year is expected to be equal to the emissions from 460,000 passenger cars each year.

“This latest study for Aemetis builds on our deep experience in providing storage site evaluation, well placement, underground formation review and drilling technology for CCS injection projects,” said Ajit Menon, energy transition leader for Oilfield Services at Baker Hughes. “This is another step in the development of CCS capacity, which will be a key part of the energy transition going forward.”

Each MT of CO2 is planned to generate approximately $200 per MT from the California Low Carbon Fuel Standard and $50 per MT of IRS 45Q tax credit. Legislation is pending in Congress to increase the federal tax credit to $80 per MT of CO2 and to provide billions of dollars of grants and loans to finance CCS projects in the U.S.

[Bernati]

...dazu noch die Aussage vom CEO vom Conference Call Anfang Woche von mir transkribiert:

"We have no appetite for a large equity rise at this price or even in this range of prices. Our shelf offering is setup with the idea: This gives us flexibility as the valuation of the company increases significantly, reflecting the value of this operation we're doing in biogas and our offtake agreements in renewable jet and diesel fuel projects and a number of other things we're doing (impliying factory upgrades) and some significant milestones we're trying to achive.
But we do not have any appetite to use a significant equity raise to fund carbon sequenstration"

Minute 53:00 https://www.aemetis.com/investors/conference-calls/

[Bernati]

ATM Kapitalerhöhung
Aemetis kann nun über H.C. Wainwright At The Market (zum Marktpreis) Aktien bis zum Gesamtwert von 300mioUSD verkaufen
https://quantisnow.com/insight/1686865?s=s

Verwendung des Geldes laut SEC Filing / Use of Proceeds:
We intend to use the net proceeds of this offering to upgrade our Keyes, California facility with energy efficiency projects; to fund engineering, permitting, construction and start-up of new projects; to construct additional dairy digesters along with the related pipeline, gas clean-up and pipeline interconnection facilities; to provide working capital; and to fund general corporate purposes. We may also use a portion of the net proceeds of this offering to repay certain indebtedness. See the section entitled “Use of Proceeds” on page S-9 of this prospectus supplement.

Tut grad bissl weh mit den -10% aber es ist langfristig besser so, als den Riesenberg Schulden mitzutragen. Das sehen die Instis nämlich nicht gerne, darum wird das jetzt gemacht. ATM hat den Vorteil, dass Sie selbst entscheiden, wann und wieviel verkauft wird, so kann man Spitzen nutzen und im Tal der Tränen (also jetzt 😜 ) zurückhaltend sein, um den Kurs zu stützen. Dies meine Meinung...