{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-140763","form_type":"8-K","ticker":"MNTK","cik":"0001826600","company_name":"Montauk Renewables, Inc.","filed_at":"2023-05-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.924109+00:00","generated_at":"2026-06-15T06:58:39.690189+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Montauk Q1 revenue drops 40.5% to $19.2M; net loss widens 240% to $3.8M","bullets":["Revenues $19.2M, down 40.5% YoY; net loss $3.8M vs loss $1.1M in Q1 2022.","RINs inventory 8.3M units (+88.1%) due to strategic deferral of sales amid volatile D3 RIN pricing.","RNG production 1.4M MMBtu (-1.2%); Renewable electricity production 46k MWh (+2.2%).","Full-year 2023 outlook reaffirmed: RNG revenue $137-145M, production 5.7-6.1M MMBtu.","Entering South Carolina with new landfill gas-to-RNG facility (900 MMBtu/day), expected operational 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-140763","json":"https://secwatch.observer/filing/0001193125-23-140763.json","markdown":"https://secwatch.observer/filing/0001193125-23-140763.md","text":"https://secwatch.observer/filing/0001193125-23-140763.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1826600/000119312523140763/0001193125-23-140763-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1826600/000119312523140763/d391582d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T06:58:39.690189+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2acf3ecb6941b59cde43953ac37d51022750e47e","claim":"Montauk Renewables, Inc. reported 2023 Full Year results: revenue $137.0 and $145.0 million. Guidance reaffirmed.","evidence_excerpt":"Affirmed 2023 Full Year Outlook: • RNG revenues expected to range between $137.0 and $145.0 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1826600/000119312523140763/0001193125-23-140763-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"2023 Full Year"},{"label":"Revenue","value":"$137.0 and $145.0 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"b5a2a312ba3587d2176a5082317ed6075788e6ea","claim":"Montauk Renewables, Inc. reported first quarter ended March 31, 2023 results: revenue $19.2 million, net income Net Loss of $3.8 million.","evidence_excerpt":"of biogas into renewable natural gas (“RNG”), today announced financial results for the first quarter ended March 31, 2023. First Quarter Financial Highlights: • Revenues of $19.2 million, decreased 40.5% as compared to the first quarter of 2022 • Net Loss of $3.8 million, increased 239.7% as compared to the first quarter of 2022 • RINs generated but unsold of 8.3","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1826600/000119312523140763/0001193125-23-140763-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$19.2 million"},{"label":"Net income","value":"Net Loss of $3.8 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b5a2a312ba3587d2176a5082317ed6075788e6ea","claim":"Montauk Renewables, Inc. reported first quarter ended March 31, 2023 results: revenue $19.2 million, net income Net Loss of $3.8 million.","evidence_excerpt":"First Quarter Financial Highlights: • Revenues of $19.2 million, decreased 40.5% as compared to the first quarter of 2022 • Net Loss of $3.8 million, increased 239.7% as compared to the first quarter of 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1826600/000119312523140763/0001193125-23-140763-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$19.2 million"},{"label":"Net income","value":"Net Loss of $3.8 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}