Montauk Renewables Inc Stock Price, News & Analysis

Montauk Renewables (NASDAQ: MNTK) reported mixed Q1 2025 financial results. Revenues increased 9.8% to $42.6 million, but the company swung to a net loss of $0.5 million compared to net income of $1.9 million in Q1 2024. RNG production remained flat at 1.4 million MMBtu, while RINs sold increased 25.3% to 9.9 million. The average RIN price decreased 24.3% to $2.46. The company faces challenges including EPA regulatory changes and facility relocation at Rumpke RNG, with estimated capital expenditures of $80-110 million. For full-year 2025, MNTK expects RNG revenues between $150-170 million and production of 5.8-6.0 million MMBtu. The Blue Granite RNG project faced setbacks as the utility will no longer accept RNG, leading to equipment impairment.

Montauk Renewables (NASDAQ: MNTK), a renewable energy company focused on biogas conversion to renewable natural gas (RNG), has scheduled its Q1 2025 earnings conference call for Friday, May 9, 2025, at 8:30 a.m. ET.

The company will release its financial results for the quarter ending March 31, 2025, after market close on May 8, 2025. The earnings call will feature a live Q&A session and will be accessible through a webcast platform requiring advance registration.

Key Details:

• Conference Call Date: May 9, 2025
• Time: 8:30 a.m. Eastern Time
• Technical Support: Gateway Group at (949) 574-3860
• Replay Availability: After 11:30 a.m. ET until May 9, 2026

Montauk Renewables (NASDAQ: MNTK) has announced a new share repurchase program authorized by its Board of Directors. The program allows for the repurchase of up to $5 million of the company's outstanding common stock, effective immediately with no termination date.

The repurchases can be executed through open market transactions or privately negotiated transactions, subject to federal securities laws. A dedicated Repurchase Committee, consisting of Board members and management, will determine the timing, quantity, and purchase price of shares.

The program includes flexibility to be suspended, terminated, or modified based on various factors including market conditions, alternative investment opportunities, and liquidity. The company emphasizes that the program does not obligate them to purchase any specific number of shares, and there is no guarantee that purchases will occur.

Montauk Renewables (NASDAQ: MNTK) has initiated construction of a new Renewable Natural Gas (RNG) facility at the American Environmental Landfill (AEL) in Tulsa, Oklahoma, with groundbreaking on April 9, 2025. The project, executed through subsidiary Tulsa LFG, , includes an extension of existing gas rights and lease agreement with AEL.

The facility is designed with a variable inlet capacity and expected to achieve a production nameplate capacity of approximately 1,500 MMBtu per day. The plant will process all available inlet gas feedstock from the host landfill, which has shown significant increase following Montauk's recent wellfield investment.

The project's capital investment is estimated between $25 million to $35 million, with commissioning targeted for Q1 2027.

Montauk Renewables (NASDAQ: MNTK) reported flat revenues of $175.7 million for full-year 2024, with net income declining 34.9% to $9.7 million. The company's RNG production increased 1.6% to 5.6 million MMBtu, while RINs sold decreased 18.5% to 36.6 million.

Key operational highlights include:

• Non-GAAP Adjusted EBITDA decreased 8.3% to $42.6 million
• Average realized RIN price increased 21% to $3.28
• Operating income decreased 31.3% to $16.1 million
• 6.8 million unsold RINs at year-end (subsequently sold)

The company provided 2025 guidance:

• RNG revenues expected between $150-170 million
• RNG production volumes projected at 5.8-6.0 million MMBtu
• Renewable Electricity revenues forecasted at $17-18 million

Montauk Renewables (NASDAQ: MNTK), a renewable energy company focused on biogas conversion to renewable natural gas (RNG), has announced its upcoming Full Year 2024 financial results conference call. The event is scheduled for Thursday, March 13, 2025, at 8:30 a.m. Eastern time.

The company will release its financial results press release after market hours on March 12, 2025. The conference call will include a live Q&A session and will be accessible through the company's investor relations website. A replay of the event will be available after 11:30 a.m. ET on the same day and remain accessible through March 13, 2026.

Montauk Renewables (NASDAQ: MNTK) reported strong Q3 2024 financial results with revenues of $65.9 million, up 18.4% year-over-year. Net income increased 31.8% to $17.0 million, while Adjusted EBITDA grew 31.3% to $29.4 million. RINs sold increased 14.5% to 15.8 million. RNG production remained flat at 1.4 million MMBtu, impacted by Hurricane Beryl in Texas. The company revised its 2024 outlook, expecting RNG revenues between $175-185 million and production volumes of 5.5-5.7 million MMBtu. Management noted challenges with landfill hosts delaying infrastructure installations and higher pathway provider sharing arrangements.

Montauk Renewables (NASDAQ: MNTK), a renewable energy company focused on biogas conversion to renewable natural gas (RNG), has announced its upcoming third quarter 2024 earnings conference call. The call is scheduled for Tuesday, November 12, 2024, at 5:00 p.m. ET. The company will release its financial results for the quarter ended September 30, 2024, after market close on the same day. A live Q&A session will be included, and a replay will be available until November 12, 2025.

Emvolon, an MIT spin-off, has announced a collaboration with Montauk Renewables, Inc. (NASDAQ:MNTK) to demonstrate the commercial viability of converting biogas into green methanol. The initial pilot will take place at Montauk's renewable gas production site in Humble, Texas.

Emvolon's technology repurposes car engines as modular chemical plants to convert methane from biogas into carbon-negative fuels and chemicals. This system allows Montauk to monetize flared tail gas resources without expensive pipeline infrastructure while eliminating greenhouse gas emissions.

The pilot aims to produce up to 15,300 gallons of green methanol annually, with potential for a full-scale system producing up to 2,400,000 gallons annually. This collaboration leverages Montauk's expertise as a leading U.S. producer of renewable natural gas to enhance the range of beneficial products sourced from biogas.