Neal Tang
154 posts


Anyone have any news on LanzaJet/LanzaTech? Can't find anything, just know that the jet fuel price spike may be getting LanzaJet a lot of interest.
iata.org/en/publication…
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$LNZA
IFC Middle East@IFC_MiddleEast
.@IFC_org is collaborating w/ @LanzaTech to support #Oman’s 1st Sustainable Aviation Fuel plant. The project aims to turn waste gases into sustainable alternative jet fuel, supporting @2040_om through sustainable manufacturing, economic diversification, & job creation.
QCT

地球需要被拯救!
LanzaTech Global@LanzaTech
We’re proud to receive a €40M #InnovationFund grant for our first-of-its-kind CCUS project in Norway with Eramet Norway AS! Thank you to @cinea_eufor believing in $LNZA and our innovative approach in bridging multiple sectors together! ir.lanzatech.com/news-releases/…
中文

現階段降低CO2造成的危害比AI的發展同樣重要,瞬間強降雨造成的洪水成災,海溫上升颱風造成的財產損失是顯而易見的,@LanzaTech的減碳技術,造價不比伺服器中心高,如果科技巨頭把花在AI上投資金額的1/20花在減碳上,或許是很好的投資,極端災難的發生失去電力,AI或是機器人也會失去功能。
中文
Neal Tang retweetledi

$LNZA saw a nearly 18% surge in one day, bouncing back from steep declines.
Investors are showing renewed interest in @LanzaTech’s clean energy and carbon recycling tech.
But what’s driving the rally?

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@ZenJapanLife Poor stock liquidity makes it prone to sharp rises and falls.
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$LNZA がアホみたいな下落してるんやけどこれのせいか?
どういう意味か全くわからん
ir.lanzatech.com/news-releases/…
日本語

@IvanHri91235556 @LanzaTech The company has rescheduled its fourth quarter and full-year 2024 earnings call to March 31, 2025.
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$LNZA @LanzaTech 🙏❤️
LanzaTech Global will issue its 4th quarter and full-year 2024 financial results before financial markets in the United States open on Monday, March 17, 2025. A conference call will be held that same day at 8:30 AM Eastern Time.
ir.lanzatech.com/news-releases/…
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$PGY
I don't think I have anything insightful to say beyond what the company has already communicated in the earnings report and conference call.
To summarize the situation, the question now is whether you want to "trust management" that their plan going forward is a sound one. They've made multiple mis-steps in the past few years, and claim they turned a corner.
I'm working on collecting more information to decide if they're on solid footing going forward. I would love to give people an update on my thoughts and changes to my position, but quite frankly, I don't have anything crystallized just yet.
Current position is ~3.5% weight in my portfolio (down from 6%).
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It's funny because I have 10k followers and I think 90% of them aggressively disagree with me on my views.
Spacemob tells me I'm not bullish enough on $ASTS
Bitcoin Mining Mob hates the HPC exposure of $CORZ
The whole world thinks I'm too bullish on $JOBY
Nobody cares about $SPHR
There's like 4 people still holding $PGY
At the very least, I think this is a good sign of having a differentiated perspective. Alternatively, at least I'm regularly hearing "the other side" of the trade that I seek.
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