$amtx sellside feedback
SOTP up by $23
We thought it would be helpful to share what CSFB wrote this morning post the conference call. Just the jet fuel new credit regulations will add $23 to the SOTP (sum of the parts) to $amtx, more than the stock price in total right now. This is just jet fuel, so add in RNG, CCUS and a market cap only about $750m fully diluted and you have the formula f…