Board Change • May 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Director Johnny Dossey was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Apr 29
Verde Clean Fuels, Inc., Annual General Meeting, Jun 12, 2026 Verde Clean Fuels, Inc., Annual General Meeting, Jun 12, 2026. Ankündigung • Mar 21
Verde Clean Fuels, Inc. Announces CEO Changes, Effective on March 20, 2026 Verde Clean Fuels, Inc. announced the appointment of George Burdette as Chief Executive Officer effective On March 20, 2026. Mr. Burdette succeeds Ernie Miller who is stepping down from his role as CEO to pursue another opportunity effective On March 20, 2026. Mr. Miller will remain with the Company as a senior advisor. Mr. Burdette, who has served as the Company’s Chief Financial Officer (“CFO”) since October 2024, will also continue in that role. Mr. Burdette is a proven senior executive with more than 20 years of experience in financial, corporate development, and commercial leadership. Mr. Burdette has successfully led global teams in both public and private equity companies and has executed more than $8 billion of complex mergers, acquisitions, divestitures, and financings. Prior to joining the Company, Mr. Burdette served as CFO of Arbor Renewable Gas, a private equity owned renewable fuels platform. Prior to Arbor, Mr. Burdette served as CFO of Itafos, a publicly traded, global phosphate fertilizer producer, where he was instrumental in shaping strategy to navigate through an extreme market downturn and reposition for success. Prior to Itafos, Mr. Burdette was head of project finance at First Solar, where he led numerous complex transactions, including the sale of 8point3 Energy Partners LP, a publicly traded joint venture yieldco. Prior to First Solar, Mr. Burdette held various finance, corporate development, and investment management roles in energy infrastructure and private equity. New Risk • Feb 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$72.7m market cap). New Risk • Nov 23
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$54.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (US$54.6m market cap). New Risk • Sep 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change). New Risk • Jul 21
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. New Risk • Jul 13
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. New Risk • Jun 30
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. New Risk • Jun 16
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 44% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (44% increase in shares outstanding). Revenue is less than US$1m. New Risk • Jun 01
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 55% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Revenue is less than US$1m. New Risk • May 19
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 55% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Revenue is less than US$1m. Ankündigung • Apr 28
Verde Clean Fuels, Inc., Annual General Meeting, Jun 12, 2025 Verde Clean Fuels, Inc., Annual General Meeting, Jun 12, 2025. New Risk • Apr 21
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 55% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Revenue is less than US$1m. New Risk • Apr 13
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$86.0m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (US$86.0m market cap). New Risk • Feb 10
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 40% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m. New Risk • Feb 03
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 40% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m. New Risk • Jan 26
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$34.0m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (US$34.0m market cap). Ankündigung • Dec 20
Verde Clean Fuels, Inc. announced that it expects to receive $50 million in funding Verde Clean Fuels, Inc. entered into a stock purchase agreement with Cottonmouth Ventures, LLC of 12.5 million shares of Verde’s Class A common stock at a purchase price of $4.00 per share for gross proceeds of $50 million on December 19, 2024. New Risk • Nov 25
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$39.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (US$39.8m market cap). New Risk • Oct 21
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$39.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$39.6m market cap). Ankündigung • Oct 04
Verde Clean Fuels, Inc. Appoints George Burdette as Chief Financial Officer Verde Clean Fuels, Inc. announced the appointment of George Burdette as Chief Financial Officer (CFO). Mr. Burdette will be responsible for all aspects of finance for the Company. Prior to joining the Company, Mr. Burdette served as CFO of Arbor Renewable Gas. Prior to Arbor, Mr. Burdette served as CFO of Itafos. Prior to Itafos, Mr. Burdette was head of project finance at First Solar, where he was responsible for project finance and commercial initiatives in the US, Latin America, and South Africa. Prior to First Solar, Mr. Burdette held various finance, corporate development, and investment management roles in energy infrastructure and private equity. Mr. Burdette received a Bachelor of Arts in International Business and French from Wofford College and an International Master of Business Administration from the University of South Carolina. New Risk • Jun 10
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$43.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$43.9m market cap). Ankündigung • May 01
Verde Clean Fuels, Inc., Annual General Meeting, Jun 18, 2024 Verde Clean Fuels, Inc., Annual General Meeting, Jun 18, 2024, at 10:00 US Eastern Standard Time. Agenda: To re-elect Duncan Palmer and Graham van’t Hoff as Class I directors, to serve until the 2027 Annual Meeting of Stockholders and until their successors shall have been duly elected and qualified or until their earlier resignation, death or removal; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly be raised at the Annual Meeting or any adjournment or postponement thereof. Ankündigung • Apr 23
Verde Clean Fuels, Inc. and TDA Research, Inc. Receives Funding from US Department of Energy Funding for Study of Zero Emission Methanol Production Technology Verde Clean Fuels, Inc. announced that a consortium led by TDA Research, Inc. and including Verde, has been awarded funding from the US Department of Energy (DOE) to complete a conceptual design study for a system having the potential of capturing and utilizing ambient CO2 to produce “green” methanol. Under the award, TDA will design a direct air capture (DAC) process for sourcing of CO2 from the atmosphere and lead the integration of the DAC with the methanol plant. Verde plans to design and model the methanol production unit using its proprietary STG+ technology, with the goal to utilize CO2 from the DAC, and hydrogen from a carbon-free source, to produce green methanol. Several other consortium partners will also contribute. The University of Colorado – Denver will carry out a lifecycle analysis using process input from TDA. As reflected in the overall project plan, TDA and Verde Clean Fuels plan to complete conceptual design and review the technoeconomic and technology gap analyses and develop the technology maturation plan. The award and project period will last to the end of calendar year 2024. Total funding under the award to the consortium is $400,000. An additional $100,000 is expected to come from non-DOE sources, for aggregate funding of up to $500,000 for the project. Based on the results of the study, other project phases may follow. The project provides another demonstration opportunity for the versatility and application of Verde’s STG+ technology. New Risk • Feb 18
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. New Risk • Jan 22
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 47% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (47% increase in shares outstanding). Market cap is less than US$100m (US$67.3m market cap). New Risk • Dec 11
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 47% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (47% increase in shares outstanding). Market cap is less than US$100m (US$82.3m market cap). Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to US$4.20, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 7x in the Oil and Gas industry in the US. Total loss to shareholders of 58% over the past year. Valuation Update With 7 Day Price Move • Oct 10
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$3.11, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 6x in the Oil and Gas industry in the US. Total loss to shareholders of 69% over the past year. New Risk • Sep 11
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 47% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (47% increase in shares outstanding). Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$4.98, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 6x in the Oil and Gas industry in the US. Total loss to shareholders of 51% over the past year. Valuation Update With 7 Day Price Move • Jun 28
Investor sentiment deteriorates as stock falls 36% After last week's 36% share price decline to US$6.51, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 5x in the Oil and Gas industry in the US. Total loss to shareholders of 35% over the past year. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$11.61, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 5x in the Oil and Gas industry in the US. Total returns to shareholders of 16% over the past year. Valuation Update With 7 Day Price Move • May 24
Investor sentiment improves as stock rises 71% After last week's 71% share price gain to US$7.62, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 5x in the Oil and Gas industry in the US. Total loss to shareholders of 24% over the past year. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$4.60, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 6x in the Oil and Gas industry in the US. Total loss to shareholders of 54% over the past year. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$5.20, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 6x in the Oil and Gas industry in the US. Total loss to shareholders of 48% over the past year. Ankündigung • Feb 17
Verde Clean Fuels, Inc. announced that it has received $20 million in funding from Cottonmouth Ventures LLC Verde Clean Fuels, Inc. announced that it has raised $20 million in its equity round of funding on February 15, 2023. The transaction included participation from Cottonmouth Ventures LLC.