OPAL Fuels (OPAL)

• Market cap: $85M
• 1 day: -0.66%
• 5 days: -12.83%
• 1 month: -18.53%
• 3 months: -16.48%
• 6 months: -29.15%
• Year to date: -44.11%
• 1 year: -44.73%
• 5 years: -61.62%
• 10 years: -61.62%
• Sector: Utilities
• Industry: Gas & Other Services Combined

About: OPAL Fuels Inc is a fully integrated, nationwide leader in the production and distribution of low-carbon intensity renewable natural gas. The company is also engaged in the marketing and distribution of RNG to heavy-duty trucking and other hard-to-de-carbonize industrial sectors. The company designs, develops, constructs, operates, and services Fueling Stations for trucking fleets across the country that use natural gas to displace diesel as their transportation fuel. The company derives revenue from the sale of Renewable Power, design, development, construction, and service of Fueling Stations, and sales of RNG produced by OPAL and third parties as pipeline-quality natural gas.

Employees: 326

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

1.49% less ownership

Funds ownership: 51.97% [Q2] → 50.48% (-1.49%) [Q3]

6% less funds holding

Funds holding: 54 [Q2] → 51 (-3) [Q3]

13% less capital invested

Capital invested by funds: $60.4M [Q2] → $52.4M (-$7.99M) [Q3]

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $36K