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VGVGAS

Verde Clean Fuels, Inc.

$VGAS·$56M·Renewable Utilities·Utilities
$1.26-8.7%YTD-35.5%1Y-61.6%
Price updated 16h ago·X counts updated 6d ago
VGVGAS
$VGASVerde Clean Fuels, Inc.
$1.26-8.70%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VGAS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 2Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VGAS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellStalledAI verdict · as of 2026-09-19

The move has stalled — likely just drifts unless something new shows up.

$56M renewable-natural-gas developer with no commercial revenue yet — the biomass-to-SNG story is legitimate but pre-revenue.

Verde Clean Fuels is developing synthetic natural gas production from non-food biomass and waste feedstocks — a legitimate energy-transition category, but the company is pre-commercial-revenue.

  • Q2 was a loss (EPS -$0.04) with revenue not disclosed in the excerpt, and no scheduled next-earnings date — the operational baseline is thin.
  • No analyst coverage on the excerpt line — a company at this scale without sell-side coverage is either too early in its lifecycle or in a specialized niche too small to attract analyst attention.
  • Structural signals: float 6.72M shares (very thin), volume multiplier 2.81x (elevated — likely episode-driven trading), beta -0.32 (low correlation to broader market).
  • Balance sheet: debt-to-equity 0.02 is very clean, which is the one genuine positive — no capital-structure crisis pressing on the timeline.
  • Tape reflects compression: YTD -35.5%, one-year -61.6%, position 0.14 of the 52-week range (near cycle low), 23% below the 200-day moving average — a name that has been drifting down for a year with no operational catalyst intervening.

An early-stage clean-fuels project without an obvious near-term revenue attach.

What to watch: Any 8-K disclosing an offtake agreement, feedstock supply contract, or project financing that would signal transition from pre-revenue to development-stage revenue — those are the events that reset an early-stage clean-energy name; absent one, the tape continues to drift.

On the calendar: Q3 earnings release (unscheduled)

no sentiment datano analyst coveragepre revenue

Read the AI verdict on $VGAS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Converts natural gas and biomass into gasoline and other fuels via proprietary STG+ synthesis technology targeting the renewable fuel market.

Industry overviewAI analysisGenerated by AI from underlying data

Where Renewable Utilities sits in its cycle right now — and what that implies for $VGAS.

Renewable Utilities · Utilities

AI data-centre PPAs and IRA investment tax credits drive renewable project development, but interconnection queue backlogs constrain buildout pace. Fervo Energy faces investor scrutiny after a post-IPO transmission curtailment disclosure—a live example of grid-access risk as the sector's binding constraint, not project economics.

What this means for $VGAS

Partial — Converts natural gas and biomass into gasoline via proprietary STG+ synthesis; renewable fuel production benefits from clean-fuel mandates, but commercial scale is unproven and the fuel is a fossil substitute rather than a direct renewable utility play.

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+6.2%YTD
+16.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-25.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.04——
Q1 2026May 11, 2026$-0.05——
Q4 2025Mar 27, 2026$-0.17——
Q3 2025Nov 13, 2025$-0.06——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.05$-3.1M
Q4 FY25$0———$-0.17$-4.6M
Q3 FY25$0———$-0.06$-4.1M
Q2 FY25$0———$-0.07$-3.7M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.14%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-23.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 7 other (7 awards) in window

See when $VGAS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Verde Clean Fuels (VGAS) reported its 2026 Annual Meeting results (June 12, 2026). Quorum of 90.26% was achieved (40.2 million of 44.5 million shares eligible as of April 24, 2026 record date). Jonathan Siegler was re-elected as Class III director; full vote counts were disclosed but specific tallies are in the body. Deloitte & Touche LLP was ratified as the company's independent auditor. The meeting covered five proposals as described in the April 28, 2026 proxy statement.

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change
+ 10 other (3 earnings 8-Ks · 3 proxys · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Verde Clean Fuels, Inc. Reports Q2 2026 Resultsbusinesswire.com·41d ago

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Voices on X · last 7 days

No standout posts about $VGAS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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