Origin Materials: Leading Carbon-Negative Player On Track For Huge Growth Potential

Summary

  • Origin continues to see demand grow even as the macroeconomic environment weakens, as demand from new and existing customers continues to grow.
  • Origin 1 and 2 remain well on track in terms of meeting the targeted timeline and the capital budgets for both remain unchanged as management executes well on both projects.
  • Origin is seeing favorable regulatory incentives that will drive demand for its products while it continues to see strong industry tailwinds drive demand for its products.
  • My 1-year target price for Origin is $12.33, implying an upside of 142% from current levels.

A lake in the shape of a recycling sign in the middle of untouched nature. An ecological metaphor for ecological waste management and a sustainable and economical lifestyle. 3d rendering.

Petmal

Investment thesis

I have previously written on Origin Materials (NASDAQ:ORGN) that can be found here. I continue to think that Origin is well positioned to be a leader in its field and management's targets remain well within

Origin customer demand

Origin customer demand (Origin 2Q22 Slides)

Cash flow forecast

Cash flow forecast (Origin Investor Slides)

Timeline for construction

Timeline for construction (Origin 2Q22 Slides)

Comparison with competitors

Comparison with competitors (Origin Investor Presentation)

This article was written by

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Focused on long term investing, I believe in a barbell strategy in a portfolio, where there are both growth and value elements, which will be reflected in my articles. 

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Disclosure: I/we have a beneficial long position in the shares of ORGN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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