VGAS
Verde Clean Fuels, Inc.Utilities·Renewable Utilities
$1.56
$70M market cap
Revenue
$0.0M
Free Cash Flow
$-7.6M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--
Verde Clean Fuels, Inc. focuses on suppling gasoline and other fuels derived from renewable feedstocks or natural gas. It specializes in the conversion of synthesis gas, or syngas, derived from feedstocks, such as biomass, municipal solid waste, and mixed plastics, as well as natural gas, including synthetic natural gas and other feedstocks, into gasoline through proprietary liquid fuels technology. Verde Clean Fuels, Inc. was founded in 2007 and is based in Hillsborough, New Jersey.
2-Year Price History
$1.81-61.2%
Quarterly Financials & Projections
Quarterly Waterfall ($ M)
| Period | Rev | EBITDA | OpIn | NI | OCF | FCF | CapEx | Cash | Debt | Shares | ROIC | IntCov | EV/EBITDA | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Act | 2026-Q1 | 0.0 | -2.8 | -2.9 | -1.2 | -2.6 | -3.1 | -0.5 | 54.4 | 0.5 | 22.1 | -121.4% | -- | -- |
| Act | 2025-Q4 | 0.0 | -3.1 | -7.2 | -3.3 | -1.3 | -4.6 | -3.2 | 57.2 | 0.2 | 18.8 | -288.4% | -- | -- |
Valuation & Metrics
Market Stats
Price$1.56
Market Cap$70M
Enterprise Value$16M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-11.0%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD
TTM Financial Snapshot
Revenue$0.0M
Net Income$-4.5M
Free Cash Flow$-7.6M
Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-204.9%
WC Change % Rev0.0%
Interest Coverage--
Forward Outlook & Risk
Short Interest
Short % of Float--
Short Shares0.1M
Days to Cover5.4
Change (vs Prior)-12.3%
Need at least 2 settlement dates for chart
Employees
Headcount10
Revenue / Employee$0
Gross Profit / Employee$-10,300
Institutional Ownership
Headline & net flow
NEUTRAL
Net flow · —still filing
No float data — flow unavailable.
Ownership composition
Active
1.8%(-2.1% YoY)
34 filers
hedge / family / endowment
Retail funds
—
Fidelity, Schwab, 401(k)
Passive
1.0%(-0.9% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.0%(-0.0% YoY)
2 filers
Citadel, Susquehanna
Insiders
—
Form 4 — latest per insider
ActiveRetail fundsPassiveMarket makersRetail direct
Top holders
| Fund | $ value | Cost basis | Δ QoQ | Δ YoY | α life | Fund AUM |
|---|---|---|---|---|---|---|
| Bluescape Energy Partners LLC | $1.4M | $6.81 | +$0 | +$0 | +2.1% | $322M |
| BlackRock, Inc.Passive | $269K | $3.95 | −$6K | −$11K | -0.2% | $5.69T |
| VANGUARD CAPITAL MANAGEMENT LLCPassive | $207K | $1.69 | +$207K | +$207K | — | $4.04T |
| GEODE CAPITAL MANAGEMENT, LLCPassive | $178K | $5.47 | +$17K | +$36K | +2.3% | $1.61T |
| STATE STREET CORPPassive | $97K | $6.13 | −$0 | −$3K | -0.2% | $2.89T |
| NORTHERN TRUST CORPPassive | $87K | $4.20 | −$18K | −$11K | -0.2% | $755.34B |
| VANGUARD PORTFOLIO MANAGEMENT LLCPassive | $42K | $1.69 | +$42K | +$42K | — | $1.91T |
| AQR CAPITAL MANAGEMENT LLC | $35K | $2.69 | +$10K | +$35K | -0.2% | $218.19B |
| STONERIDGE INVESTMENT PARTNERS LLC | $29K | $3.72 | +$0 | +$4K | +0.1% | $138M |
| VANGUARD FIDUCIARY TRUST COPassive | $23K | $1.69 | +$23K | +$23K | — | $395.83B |
| PNC FINANCIAL SERVICES GROUP, INC. | $19K | $2.62 | +$13K | +$7K | +0.3% | $173.16B |
| NEW YORK STATE COMMON RETIREMENT FUND | $17K | $6.50 | +$0 | +$0 | +1.3% | $71.52B |
| FMR LLC | $11K | $2.44 | +$9K | +$9K | -0.0% | $1.89T |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $11K | $6.81 | −$116K | +$11K | -5.6% | $1.12B |
| Tower Research Capital LLC (TRC)MM | $10K | $4.04 | +$3K | +$4K | -0.6% | $3.84B |
| RHUMBLINE ADVISERS | $6K | $4.44 | +$0 | −$2K | +0.4% | $116.90B |
| UBS Group AG | $5K | $4.14 | −$8K | −$8K | -0.3% | $562.11B |
| MORGAN STANLEY | $4K | $3.29 | −$22K | −$4K | -0.3% | $1.65T |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4K | $3.83 | +$0 | +$0 | +1.7% | $73.71B |
| JPMORGAN CHASE & CO | $3K | $4.62 | −$0 | −$6K | -0.2% | $1.47T |
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.
Trading behavior
Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
+1.79%
avg per quarter
Holders (ex-self)
+1.86%
excl. this stock
Buyers (this Q)
+0.09%
20 buyers · $0.00B in
Sellers (this Q)
-4.93%
12 sellers · $0.00B out
alpha coverage: 89% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-2.7%
how holders react when this stock falls
On quiet Qs
-12.2%
−10% to +10% baseline
On rallies (+10%+)
+13.2%
how they react when this stock rises
Holders' portfolio flow this Q
-18.0%
outflows — trims may be forced
Sellers' portfolio flow this Q
-8.6%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+2.3%
Holder mid (any stock)
-2.8%
Holder rally (any stock)
-9.8%
Biggest decreases this quarter
HIGHBRIDGE CAPITAL MANAGEMENT LLC−$116Kα-5.6CITADEL ADVISORS LLCexited−$25KMORGAN STANLEY−$22Kα-0.3NORTHERN TRUST CORP−$18Kα-0.2UBS Group AG−$8Kα-0.3BANK OF AMERICA CORP /DE/exited−$8KBlackRock, Inc.−$6Kα-0.2WELLS FARGO & COMPANY/MN−$5Kα-0.2Russell Investments Group, Ltd.−$3Kα+1.5CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMexited−$0
New buyers this quarter
Top-5 holders · 86.7%
Bluescape Energy Partners LLC--
BlackRock, Inc.--
VANGUARD CAPITAL MANAGEMENT LLC--
GEODE CAPITAL MANAGEMENT, LLC--
STATE STREET CORP--
Top Holders Over Time
5-year share-count history (top 10 holders by peak, incl. exited) + price
hover the chart for per-quarter detailprice (right axis)
Bluescape Energy Partners LLC800KSANDERS MORRIS HARRIS LLC—Weiss Asset Management LP—HIGHBRIDGE CAPITAL MANAGEMENT LLC7KRIVERNORTH CAPITAL MANAGEMENT, LLC—K2 PRINCIPAL FUND, L.P.—Shaolin Capital Management LLC—Kepos Capital LP—CHARLES SCHWAB INVESTMENT MANAGEMENT INC—HRT FINANCIAL LP—
Corporate
Order Flow (FINRA, ~3w lag)
43.9%retail+6.0pp
7.1%dark-2.7pp
week of 2026-04-13
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.