r/safxstock

A lot of big stories for the SAF industry coming out of Australia this morning! Yet another great example of SAFX strategic positioning in the global SAF market. Hoping to hear some updates on the New Rise projects there in the near future! Here are the stories.

Australian startup receives $2M in grant funding from the Australian Renewable Energy Agency for renewable fuel pland upgrades, backed by Qantas & Airbus.

https://www.startupdaily.net/topic/funding/qantas-backs-2-million-raise-for-brisbane-startup-using-household-waste-make-aviation-fuel/

Brisbane airport completes SAF project, extablishing an end-to-end SAF supply chain that enables blended sustainable aviation fuel to be received, stored, blended, certified and transported through Brisbane Airport’s existing fuel pipeline system.

https://constructionreviewonline.com/brisbane-airport-saf-project-launched-by-viva-energy-in-major-australian-aviation-milestone/

The Australian Airports Association (AAA) is urging the Federal Government to accelerate the development of a domestic sustainable aviation fuel (SAF) industry, arguing it is critical to Australia’s aviation decarbonisation, fuel security and long-term economic resilience.

https://travelweekly.com.au/airports-push-canberra-to-fast-track-domestic-sustainable-aviation-fuel-industry/

Since a major part of the investment thesis for SAFX is the projected acceleration of the SAF industry, I figure it'd be good to share some daily news highlighting the massive amount of global investment going into it. Here's todays top stories!

Deutsche Bank teams up with Lufthansa to invest in the production of 1,600 metric tonnes SAF

https://www.rustourismnews.com/2026/07/02/deutsche-bank-invests-in-sustainable-aviation-fuel-with-lufthansa-group/

Axens acquires new Methanol-to-Jet tech portfolio

https://www.indexbox.io/blog/axens-acquires-air-liquides-methanol-to-olefins-technology-portfolio/

FatHopes and MotionEco forge alliance to secure 200,000 metric tonnes of used cooking oils annualy for the production of SAF

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/fathopes-energy-and-motioneco-forge-major-uco-supply-pact-43103

Hey everyone,

I wanted to share my story and a turnaround thesis I'm betting on. I recently lost almost everything day trading. It was a brutal lesson, but it forced me to stop chasing daily charts and start looking for true long-term value. I carved out a small, strictly limited portion of my savings to build this position, making sure my primary emergency fund stays completely safe and untouched.
Here is why I am putting my conviction into XCF Global ($SAFX) as a high-upside venture bet for the next 3 to 5 years:
The Sector is Mandatory: Every major sector eventually gets its breakout leader (like Tesla or Nvidia). I believe sustainable aviation fuel (SAF) will be that next massive sector because airlines are legally forced by governments to cut carbon emissions.
The "Survivor" Thesis: Many of you saw that their merger partner, DevvStream ($DEVS), was recently delisted from the Nasdaq for failing to stay above $1. Instead of panicking, this actually triggered my buy signal. It proved to me that SAFX is the true, stronger anchor of this merger. It owns the physical asset—the New Rise Reno refinery—which is already running and on schedule.
No Reverse Split Needed: SAFX was granted a massive Nasdaq extension until December 7, 2026. This gives management a huge runway to close their 3-party merger, scale their $1B revenue target, and push the stock price past $1 organically without resorting to a reverse split.
Management is Protecting Shareholders: They just legally canceled a toxic $50M financing line that would have flooded the market with 55 million new shares. A company trying to scam retail investors doesn't intentionally block its own dilution.
My Plan: I currently own 900 shares at a clean $0.43 average. I am planning to buy my final 100 shares on the next minor dip to hit a flat 1,000 shares, delete my trading apps, and let this ride as a long-term play while my remaining cash stays safe in the bank.

Would love to hear your thoughts on the SAF sector macro outlook!

So this morning the public float has dropped again to 33.5M per IBKR.

Short interest is also at 10.8M shares with a borrow rate hovering around 80%-90%. That puts us at about 30% short interest with the highest borrow rate I've seen this year.

Days to cover is also on the rise, last reported value sitting at above 2 compared to an average of about 1.15 for the past year or so.

I didn't have this expectation at all, but with the free float seemingly evaporating and borrow cost/time to cover rising, the metrics are starting to reach short squeeze territory.

Is anyone else seeing these same metrics in their broker or is IBKR pulling my leg?