DEVS
****Sponsored by LFG Equities Corp and Disseminated on behalf of DevvStream
DEVS: A pioneering environmental asset company listed on Nasdaq
DevvStream Corp and Fayafi Investment Holding Sign MOU to Explore Creation of "Fayafi x DevvStream Green Ventures" to Accelerate Global Sustainability Investments
XCF, IP3, Southern, and DevvStream Sign Non-Binding MOU to Evaluate America-First Nuclear Power for Clean Fuels Production and AI Data Centers
READ THE INVESTOR PRESENTATION HERE
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Hello Everyone,
We are profiling DevvStream today for you to research during today's session.
You may wish to add DEVS to your watchlist, but as always, conduct your own independent research.
DevvStream, XCF Global (Nasdaq: SAFX), and Southern Energy Renewables have entered into a binding term sheet dated January 26, 2026 regarding a proposed three-party business combination. The term sheet establishes a framework for negotiations but does not obligate any party to complete a transaction. Any transaction remains subject to satisfactory completion of due diligence, negotiation and execution of definitive agreements, required regulatory and shareholder approvals, and other customary closing conditions. There is no assurance that a transaction will be completed on the proposed terms, or at all.
DEVS is reshaping how businesses approach sustainability and carbon reduction by turning environmental responsibility into measurable economic value. Positioned at the intersection of innovation and impact, DevvStream Corp. is aligning itself with a growing global movement that is redefining what progress looks like in the climate solutions space.
At its core, DevvStream has built its foundation as a carbon management firm specializing in the development, investment, and monetization of environmental assets. By partnering with corporations, governments, and project developers worldwide, the company generates and manages high-integrity environmental credits and certificates that support decarbonization and sustainability objectives. The company is involved in a number of green initiatives with the ultimate goal of reducing the impact of climate change.
DEVS works with governments and corporations worldwide to achieve their sustainability goals through the implementation of curated green technology projects that generate renewable energy, improve energy efficiencies, eliminate or reduce emissions, and sequester carbon directly from the air. DEVS also helps these organizations meet their net zero goals by providing them access to high-quality carbon credits and renewable energy certificates.
What they do is partner with companies that have technologies that are eligible for generating carbon credits, producing the credits on their behalf.
Under its typical project structure, DevvStream receives 25% of the credits generated for the life of the project, though specific terms vary by agreement. This structure may allow DevvStream to participate in project economics without directly funding the underlying capital expenditures, though there is no guarantee that projects will generate credits at anticipated levels or at all.
Now, the company is undergoing a strategic transformation—evolving from an environmental-assets platform into a fuels-plus-assets growth company with the potential to unlock new layers of value.
This transformation is anchored by a proposed three-way business combination, for which the company has executed a binding term sheet. While still subject to due diligence, definitive agreements, regulatory approvals, and shareholder votes, the transaction reflects a clear strategic direction. The combined entity intends to integrate DevvStream’s carbon-credit origination and monetization capabilities with a biomass-to-methanol-to-sustainable aviation fuel (SAF) platform, creating a vertically integrated clean fuels business. By leveraging regional wood-waste biomass and pairing it with carbon sequestration, the platform aims to produce green methanol and carbon-negative SAF at scale—positioning itself to support both aviation and maritime industries as global emissions mandates tighten.
This integrated model is designed to address one of the most critical challenges in the energy transition: cost. Today, sustainable aviation fuel carries a significant premium compared to conventional jet fuel, limiting widespread adoption. By combining lower-cost biomass feedstocks with environmental-asset monetization, DevvStream aims to reduce the effective cost of SAF while simultaneously generating additional revenue streams. This dual approach has the potential to create a more financeable and scalable industrial platform, supported by diversified income from fuels, methanol, and carbon credits.
The company’s strategy is further reinforced by a series of developments that underscore both momentum and opportunity. Its participation in the proposed merger signals an expansion into advanced technologies and infrastructure, including e-methanol and broader clean energy systems across North America. At the same time, DevvStream is operating within a rapidly expanding carbon market, which is projected to grow significantly in the coming decade as governments and corporations intensify decarbonization efforts.
Execution is already beginning to take shape through its partnership with Southern Energy Renewables and Frontline BioEnergy, focused on advancing a biomass-to-jet fuel project in Louisiana. The addition of pilot-scale production units for bio-methanol and SAF conversion represents a key step toward technical validation and eventual commercialization, while also laying the groundwork for potential job creation and regional economic impact.
From a financial standpoint, the company has taken steps to strengthen its balance sheet by reducing debt and securing additional working capital, positioning itself to support near-term operations and strategic initiatives. This is complemented by the launch of the “Fayafi x DevvStream Investment Platform,” a global vehicle targeting up to $100 million by 2027 to fund decarbonization and energy transition projects. Together, these efforts are aimed at enhancing capital access and scaling the company’s ability to originate and monetize environmental assets.
Broader policy and regulatory trends further support the company’s positioning. Emerging global frameworks, including potential carbon pricing mechanisms in the maritime sector, are expected to increase demand for both carbon credits and low-carbon fuel alternatives. These tailwinds are particularly relevant given DevvStream’s growing portfolio of environmental credits, which provides flexibility to serve a wide range of customers seeking to meet emissions targets under both compliance and voluntary markets.Taken together, DevvStream’s evolution reflects a broader strategic reframing—from a primarily environmental services provider to a more diversified, industrially oriented platform with embedded financial and environmental value. By integrating clean fuel production with environmental asset monetization, the company is attempting to bridge the gap between sustainability and scalability, positioning itself within one of the most dynamic segments of the global energy transition.
As the push toward net-zero accelerates and demand for sustainable fuels continues to rise, DevvStream represents a case study in how technology, capital, and environmental strategy can converge to shape the next phase of market development—while still carrying the execution risks and uncertainties inherent in such an ambitious transformation.
In 2024, DEVS acquired a 50% stake in the Monroe Sequestration Facility, one of the largest carbon storage facilities in N. America at 425 square miles with an estimated storage capacity of up to ~260 million metric tons of CO₂, subject to permitting, development, and verification. Potential economics may include benefits under Section 45Q (currently up to $85/ton for eligible sequestration), subject to qualification, compliance with IRS rules, and applicable tax law, which may change. No assurance can be given that the facility will qualify for Section 45Q credits or that current credit levels will be maintained. If you really want to understand DEVS you need to understand what carbon credits are. They are a financial tool designed to help organizations advance decarbonization efforts by funding environmentally conscious projects. Various third-party industry reports have estimated the global carbon market at approximately $1 trillion in size, with some projections suggesting continued growth over the coming years. Actual market conditions may differ materially from these projections.
In parallel with its operating initiatives, DevvStream launched a disciplined digital-asset treasury anchored in Bitcoin ($BTC) and Solana ($SOL), a diversified mix that combines institutional reserve strength, on-chain yield, and strategic exposure to real-world-asset (“RWA”) tokenization. Bitcoin provides a stable reserve foundation; As of 04/12/2026, Solana was earning staking rewards (on approximately 12,509 SOL staked) at approximately 6.32% annualized yield. Staking yields are variable, not guaranteed, and subject to change based on network conditions and validator performance.In addition, DevvStream intends to pursue additional blockchain initiatives to enhance the transparency and efficiency of environmental markets. These initiatives, developed in alignment with applicable registry terms and conditions, are intended to support the compliant digital representation of verified carbon credits and renewable energy certificates as transparent, tradable instruments.
Looking ahead, the Company anticipates that its tokenization platform will seamlessly interface with other RWA systems through standardized APIs, allowing project developers, auditors, and buyers to connect effortlessly, accelerating the mainstream adoption of tokenized sustainability assets.
The digital-asset program is intended to support liquidity and financing flexibility and may reduce—but does not eliminate—reliance on equity financing. The program is governed under an institutional framework developed with FRNT Financial and held in segregated custody at BitGo to support transparency and risk controls.
Investors are encouraged to review DevvStream Corp.'s filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 20-F and any subsequently filed reports, which are available at www.sec.gov and on the company's investor relations page. Those filings contain important information about the company's business, financial condition, and risk factors that is not reflected in this promotional material.
This material contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "aims," "anticipates," "believes," "could," "estimates," "expects," "intends," "may," "plans," "potential," "predicts," "projects," "seeks," "should," "will," "would," or similar expressions. These statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to differ materially from those expressed or implied, including but not limited to: the failure to complete the proposed business combination; inability to execute on the SAF and methanol production strategy; volatility in carbon credit markets; changes in applicable regulations or tax law; risks associated with digital assets and cryptocurrency; and general market and economic conditions. DevvStream Corp. undertakes no obligation to update or revise any forward-looking statements to reflect new information, future events, or changed circumstances, except as required by applicable securities law.
NEWS
Mar 25, 2026
Mar 13, 2026
Mar 13, 2026
Mar 13, 2026
Mar 12, 2026
XCF Global Provides Update on Ongoing Capital Raise and Merger Discussions
Mar 10, 2026
Biomass-to-Jet SAF Projects Position Renewable Hydrocarbons as the Future of Aviation Fuel
Jan 28, 2026
Jan 28, 2026
Jan 26, 2026
Jan 26, 2026
MANAGEMENT
Sunny Trinh
CHIEF EXECUTIVE OFFICER
As co-founder and CEO, Sunny is responsible for building and executing DevvStream’s project pipeline through his vast network of sustainable technology and corporate relationships. He has spent over 25 years in the technology sector and directly in developing new verticals in ESG and carbon markets.
He also serves as the Chief Digital Alchemist for Devvio Inc., where he develops new business models in the ESG and carbon markets. Prior to DevvStream, Sunny led innovation as VP of Ecosystem at Avnet Inc. (AVT: NASDAQ). He was also the COO for Jooster and VP of Sales for Arrow Electronics (ARW: NYSE) where he led the design team for a Corvette driven by a quadriplegic.
Sunny served as CEO for 9:Fish Surfboards and was an adjunct professor for Cal Lutheran University’s MBA program where he started the school’s technology tract. Sunny holds a B.S. and M.E in Engineering, an M.B.A. degree, and holds several patents on electronic accessories for cell phones.
David Goertz
CHIEF FINANCIAL OFFICER
David provides accounting, assurance, taxation and business advisory services to private and public companies, not-for-profit organizations and incorporated professionals. David has specialized knowledge of the manufacturing, mining, real estate, and technology industries. He also has a keen understanding of public company operations, restructurings, acquisitions and IPOs.
Chris Merkel
CHIEF OPERATING OFFICER
Chris is the VP and Chief Operating Officer of DevvStream. Prior to joining the team, Chris spent 24 years managing strategic customers, growing technical services verticals and held sales leadership roles at Avnet (AVT: NASDAQ) and Arrow Electronics (ARW: NYSE). He has engaged with companies at every stage, from pre-funded startups to global enterprises in markets such as IIoT, consumer, industrial and medical. Additionally, Chris spent 5 years with Sierra Pacific Industries in a general sales and operations management role. He has over 30 years of sales, operations and general management experience successfully managing diverse teams and projects.
Sincerely,
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