Investor Presentation FULL YEAR 2023 RESULTS MARCH 14, 2024 Cautionary Statement Regarding Forward-Looking and non-GAAP Financial Information This presentation contains “forward-looking statements” within the meaning of U.S. federal securities laws. Such statements include, among others, those we make relating to our estimated and projected financial condition, results of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023; or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-39919 MONTAUK RENEWABLES, INC. (Exact name of registrant as specified in its charter) Delaware 85-3189583 (State or o ...

财务数据和关键指标变化 - 总收入为55.7百万美元,较上年同期减少0.3% [8] - 天然气价格下降68.9%,RIN价格下降12.6% [11] - RIN销售量增加26.7% [11] - 一般及管理费用减少8.2% [9] - 运营收入增加23.1% [20] - 调整后EBITDA增加7.4% [22] - 净收入增加15.6% [22] 各条业务线数据和关键指标变化 - 可再生天然气生产量减少不到0.1百万MMBtu [10] - 可再生电力生产量减少约1,000兆瓦时 [15][16] - 可再生天然气业务收入减少6.3% [11] - 可再生电力业务收入增加9.2% [17] 各个市场数据和关键指标变化 - 行业D3 RIN产量在2023年7月至9月期间下降约8%,而2022年同期增加约6.6% [3][10] - 公司认为主要原因是干旱天气导致气体供应受限 [10] 公司战略和发展方向及行业竞争 - 公司启动了北卡猪粪转可再生能源项目的第一阶段,预计2025年开始产生收入 [4][5] - 公司扩大了Pico奶牛消化能力,预计2025年完成最后一阶段扩建 [6] 管理层对经营环境和未来前景的评论 - 公司预计2023年全年可再生天然气产量为5.7-5.8百万MMBtu,收入为155-160百万美元 [24] - 可再生电力产量预计为190,000-195,000兆瓦时,收入为17.7-18.7百万美元 [24] - 公司认为干旱天气是导致第三季度行业D3 RIN产量下降的主要原因 [31][38]

Table of Contents ` UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39919 MONTAUK RENEWABLES, INC. (Exact name of registrant as specified in its charter) Delaware 85-31895 ...

Montauk Renewables, Inc. (NASDAQ:MNTK) Q2 2023 Earnings Call Transcript August 9, 2023 5:00 PM ET Company Participants John Ciroli - Chief Legal Officer & Secretary Sean McClain - Chief Executive Officer & President Kevin Van Asdalan - Chief Financial Officer Conference Call Participants Manav Gupta - UBS Craig Shere - Tuohy Brothers Matthew Blair - TPH Ryan Pfingst - B. Riley Operator Good afternoon, everyone, and thank you for participating in today's conference call. I would like to turn the call over to ...

Investor Presentation SECOND QUARTER 2023 RESULTS AUGUST 9, 2023 Cautionary Statement Regarding Forward-Looking and non-GAAP Financial Information This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws that involve substantial risks and uncertainties. All statements other than statements of historical or current fact included in this presentation are forward-looking statements. Forward-looking statements refer to our current expectations and projections re ...

Table of Contents ` UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39919 MONTAUK RENEWABLES, INC. (Exact name of registrant as specified in its charter) Delaware 85-3189583 (S ...

Montauk Renewables, Inc. (NASDAQ:MNTK) Q1 2023 Earnings Conference Call May 10, 2023 5:00 PM ET Company Participants John Ciroli - Chief Legal Officer & Secretary Sean McClain - President & Chief Executive Officer Kevin Van Asdalan - Chief Financial Officer Conference Call Participants Craig Shere - Tuohy Brothers Matthew Blair - Tudor Pickering Holt & Company Manav Gupta - UBS Operator Good afternoon, everyone and thank you for participating in today's conference call. I would like to turn the call over to ...

Investor Presentation FIRST QUARTER 2023 RESULTS MAY 10, 2023 Cautionary Statement Regarding Forward-Looking and non-GAAP Financial Information This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws. Such statements include, among others, those we make relating to our estimated and projected financial condition, results of operations, costs and expenditures and objectives for future operations, growth, initiatives and strategies. They also include those re ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39919 MONTAUK RENEWABLES, INC. (Exact name of registrant as specified in its charter) Delaware 85-3189583 (St ...