Filtered library · Theme
Biofuels & low-carbon fuels theme · 16 dossiers
Dossiers in the Biofuels & low-carbon fuels theme cluster — 16 names moving on shared catalysts.
DormantCarried from an earlier taxonomy — the theme run has not produced this cluster, so these names are grouped by tag rather than by a current read.
All 16 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AGM Federal Agricultural Mortgage Corporation MEDIUM Farm-credit GSE re-rating on infrastructure lending: the 2026-07-30 Q2 print put outstanding volume at $37.2B (+22% YoY) with $13.1B now in infrastructure — power, renewables, broadband, data-center-adjacent — at 18.9% core ROE. The tape… ALK Alaska Air Group, Inc. MEDIUM The failed $44–47 shelf has not been reclaimed: the 2026-09-04 close of $42.04 holds above the $40.06 where the CEO bought 25,000 shares on 2026-08-20, but 34.2% under the $63.86 high with RSI(14) at 41.4. The new variable is dated —… ANDG Andersen Group Inc. MEDIUM Post-IPO roll-up re-rate that survived its binary: Q2 revenue $217.7M beat $199.3M on 2026-08-12 and FY2026 was affirmed at $980M–$1.0B, with four target raises to $49–57 on 2026-08-13. The print is behind it and no dated catalyst sits… BE Bloom Energy Corporation MEDIUM S&P 500 addition announced 2026-09-04 (effective before the 2026-09-21 open, replacing Molson Coors) puts a dated mechanical bid under a second-order AI-power name that has gone nowhere for three months: the 2026-09-04 close of $252.87… CLMT Calumet, Inc. MEDIUM The eleven-week catalyst gap closed in 48 hours: 2026-09-01 cut remaining MaxSAF capital to $137M from a $1.2B plan, 2026-09-02 EPA small-refinery exemptions removed 71M RINs worth ~$170M.C. Wainwright's $75 (from $60) became the first… CTRN Citi Trends, Inc. MEDIUM The 2026-08-25 print resolved the binary the right way — comps +10.5%, gross margin 40.6% (+60bps), FY adjusted EBITDA guide lifted to $38–42M — and the shares still closed lower, because the raised FY sales range of $901.958M–$918.357M… GCMG GCM Grosvenor Inc. MEDIUM The fee-annuity re-rate is intact but idling: the 2026-09-04 close of $13.27 sits 4.7% under the adjusted 52-week high of $13.93 and on the 50-day average at $13.24, with RSI(14) at 42.9 versus 75.2 on 2026-08-14. Q2 reported FRE of $50.3M… HRB H&R Block, Inc. MEDIUM A defended-franchise cash-return story re-rated on 2026-08-11: fiscal Q4 adjusted EPS of $2.38 beat $2.21, and the FY2027 guide of $6.04–6.24 adjusted EPS topped $5.86 consensus, with 7.9% of shares retired in FY2026 at an average $47.48… OWL Blue Owl Capital Inc. MEDIUM Private-credit-stress bottom trade picked up a second strand: Blue Owl managed funds led a $2.4B GPU-equipment financing for IREN on 2026-08-28, days after Oppenheimer took its target to $17. Price closed $12.02 on 2026-08-28, 5% below the… ALTO Alto Ingredients, Inc. LOW Ethanol-to-specialty/low-carbon pivot re-rated ~6x off $0.92, but both fuel catalysts — the June 45Z cash sale and the Russell index add — are spent, and price has round-tripped from the $6.11 July high to ~$4.64, losing the $5.10-$5.20… ARES Ares Management Corporation LOW Private-credit compounder still saturated rather than broken: FRE compounding near 20% YoY on $671B AUM while the 2026-09-04 close of $140.15 sits 21.3% under the $178.13 trailing high. Nothing resolved since 2026-08-23 — Leonard Green… BAK Braskem S.A. LOW The subsidiary perimeter resolved first: Braskem Idesa's prepackaged Chapter 11, filed 2026-08-17 in SD Texas, cuts over US$920M of debt and leaves existing shareholders one-third of reorganized equity, with a combined disclosure-statement… BSIN Big Sky Industrial Inc. LOW Helium/45Q legacy pivot at a new high — $1.54 on 2026-09-04, 2.5% off the $1.58 52-week high — with no company disclosure since the 2026-08-20 Sidoti deck, leaving a maturing narrative whose next dated test is the Q3 print (~2026-11-10).… ENVA Enova International, Inc. LOW Credit normalisation plus 20%+ origination growth is intact, but the re-rating has rolled over: $232.72 on 2026-08-28 is 12.3% under the $265.45 high with RSI 35.3, and the late-August slide was sector-wide (OneMain -4.9%, Credit… JWEL Jowell Global Ltd. LOW Low-float China e-commerce microcap that repriced +106% intraday on 2026-08-10 with no filing behind it; the leg being bought is float scarcity (2.38M shares out, $7.3M market cap) plus a 0.04x sales optic. Nothing on the calendar resolves… WING Wingstop Inc. LOW Two analyst target cuts in ten days (Wells Fargo to $170, DA Davidson to $200) into the 2026-07-29 Q2 print signal de-risking ahead of the H2 comp-turn binary; a ~50% relief bounce off the $116.35 low is unproven, and the print — not…