Zefiro Methane Corp.: BUY Recommendation from GBC AG

Zefiro Methane Corp., a publicly traded environmental services provider, focuses on reducing methane emissions in the U.S. oil and gas sector. The company has consolidated operations, integrating acquisitions like AWS into Plants & Goodwin. Zefiro also develops emission credits from avoided methane emissions, tapping into the voluntary carbon credit market.

The company addresses methane risks from inactive wells in North America, notably in the Appalachian Basin. These wells, often without responsible operators, rely on government programs for remediation financing. Zefiro's presence in the region ensures strong customer and regulatory ties.

Since a management change in June 2025, Zefiro's operational performance has improved. Revenue rose by 35.8% to USD 33.19 million, with EBITDA growing significantly. The company forecasts substantial revenue and EBITDA growth in coming years, supported by new equipment acquisitions.