VGAS
Verde Clean Fuels, Inc.2.8000
+0.0700+2.56%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
124.74MP/E (TTM)
-Basic EPS (TTM)
-0.35Dividend Yield
0%Recent Filings
8-K
New CEO, strategic review
Verde Clean Fuels appointed George Burdette, its CFO since October 2024, as CEO effective March 20, 2026, succeeding Ernest Miller who resigned amicably to become senior advisor. The company retained Roth Capital Partners to evaluate strategic alternatives like merger or sale amid restructuring. No transaction timeline set. No binding agreements exist.
8-K
Suspends Permian project
Verde Clean Fuels suspended development of its Permian Basin project on February 6, 2026, under the 2024 JDA with Cottonmouth Ventures, Diamondback's subsidiary, due to surging natural gas demand. FEED study completed in December 2025 yields valuable insights. Pivot sharpens focus on stranded gas regions. Cottonmouth stays supportive as top shareholder.
10-Q
Q3 FY2025 results
Verde Clean Fuels narrowed its Q3 operating loss to $2.9M, up 3% y/y from $2.8M, while nine-month operating loss widened to $9.3M, up 5% y/y from $8.8M, driven by higher G&A from headcount and $1.5M share-based comp yet offset by lower outside services. Class A diluted EPS improved to $(0.06) from $(0.12) y/y, confirmed against 18.8M weighted shares; nine-month $(0.21) tracks 17.5M shares, with anti-dilutive warrants and options excluded. Cash swelled to $59.4M on $50M PIPE from Cottonmouth in Jan 2025, funding $7.6M operating outflow and $1.5M net investing (Permian Basin FEED study, net of 65% Cottonmouth reimbursement). No debt. Construction in progress hit $3.3M. Permian permitting delays loom.
8-K
Q3 loss, strong cash position
Verde Clean Fuels reported Q3 2025 net loss of $2.3 million, or $(0.06) per share, driven by $2.8 million operating expenses, yet boosted cash to $59.4 million with no debt. Progressing FEED for Permian Basin gas-to-gasoline plant with Cottonmouth, featuring $3.3 million construction in progress. Cash runway supports tech deployment. Forward risks include project financing hurdles.
10-Q
Q2 FY2025 results
Verde Clean Fuels narrowed its Q2 operating loss to $3.2M, up 2% y/y but with other income doubling to $0.7M from higher cash yields, driving net loss down 10% y/y to $2.5M; six-month figures show operating loss up 6% y/y to $6.4M while net loss improved 2% y/y to $5.2M, reflecting steady expense control amid development ramp. EPS held at -$0.07 for the quarter, matching basic shares of 18.8M with no dilution from anti-dilutive warrants and options. Cash swelled to $62.1M after a $50M PIPE close in January 2025, funding Permian Basin FEED costs of $6.4M (net $2.2M after Cottonmouth reimbursement); operating cash burn hit $5.9M, with free cash flow not disclosed in the 10-Q. The January 2025 PIPE issued 12.5M Class A shares for cash, boosting liquidity without debt. Yet regulatory delays could stall FID.
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