Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul><li>Quarterly Coverage Update This quarter marks two years since we launched our quarterly coverage recap.</li><li> Over those last two years, our coverage universe has expanded from 13 names to 52, and our footprint across the investor community has continued to widen to new levels.</li><li> However, the metals and mining sector has been a tough place to be since the sector's strong run faded after January, and with ~70% of our coverage universe sitting in the space, we are heavily exposed to it.</li></ul>

Quarterly Coverage Update This quarter marks two years since we launched our quarterly coverage recap. Over those last two years, our coverage universe has expanded from 13 names to 52, and our footprint across the investor community has continued to widen to new levels. However, the metals and mining sector has been a tough place to be since the sector's strong run faded after January, and with ~70% of our coverage universe sitting in the space, we are heavily exposed to it.

THS Maple Holdings Ltd - Q2/26 Recap: All Our Research in One Place!

<ul><li>Q1/26 proved to be a challenging quarter for equity markets broadly, as macroeconomic uncertainty and risk-off sentiment weighed on indices across North America.</li><li>The S&P 500 fell 4.7%, the TSXV declined 3.2%, and the TSX was up 2.7% thanks to its exposure to oil and gas.</li><li>Against this backdrop, our coverage universe demonstrated relative resilience, up 4.3% on average during the quarter, meaningfully outperforming all three benchmarks.</li></ul>

Q1/26 proved to be a challenging quarter for equity markets broadly, as macroeconomic uncertainty and risk-off sentiment weighed on indices across North America.The S&P 500 fell 4.7%, the TSXV declined 3.2%, and the TSX was up 2.7% thanks to its exposure to oil and gas.Against this backdrop, our coverage universe demonstrated relative resilience, up 4.3% on average during the quarter, meaningfully outperforming all three benchmarks.

THS Maple Holdings Ltd - Q1/26 Recap: All Our Research in One Place!

<ul>
<li>Organto has completed a restructuring, including realigning and streamlining operations, the sale of underperforming subsidiaries, converting its debt to equity, and a series of private placements.</li>
<li>The Company is now set up for an excellent 2025 and beyond.</li>
<li>Organto grew revenue 291% YoY in Q2 and 194% YoY in Q1, building upon the 48% revenue growth in 2024.</li>
</ul>


Organto has completed a restructuring, including realigning and streamlining operations, the sale of underperforming subsidiaries, converting its debt to equity, and a series of private placements.
The Company is now set up for an excellent 2025 and beyond.
Organto grew revenue 291% YoY in Q2 and 194% YoY in Q1, building upon the 48% revenue growth in 2024.


<ul>
<li>Organto reported Q3 financials that were weaker than expected due to weather and regulatory issues.</li>
<li>Yesterday after market close, Organto Foods (OGO:TSXV) reported Q3 financial results that came in weaker than expected but guided for a stronger 2024.</li>
<li>Gross margin for the quarter came in at 8.6% compared to our estimate of 8.5% and 3.7% last year.</li>
</ul>


Organto reported Q3 financials that were weaker than expected due to weather and regulatory issues.
Yesterday after market close, Organto Foods (OGO:TSXV) reported Q3 financial results that came in weaker than expected but guided for a stronger 2024.
Gross margin for the quarter came in at 8.6% compared to our estimate of 8.5% and 3.7% last year.


OGO: Q3 Financials Miss but 2024 Outlook Improves

<p><strong>What you need to know: </strong></p>
<ul>
<li>Organto announced that it has entered a strategic partnership with commercial farming and marketing organization, Alpasa Farms.</li>
<li>The partnership will take advantage of each firm’s respective strengths, leading to geographic expansion, greater supply capabilities, and stronger brand presence.</li>
<li>Strategic Partnership Organto Foods announced that it has entered into a strategic partnership with Mexico-based Alpasa Farms S.</li>
</ul>

What you need to know: 

Organto announced that it has entered a strategic partnership with commercial farming and marketing organization, Alpasa Farms.
The partnership will take advantage of each firm’s respective strengths, leading to geographic expansion, greater supply capabilities, and stronger brand presence.
Strategic Partnership Organto Foods announced that it has entered into a strategic partnership with Mexico-based Alpasa Farms S.


OGO: Strategic Partnership to Support Upcoming Growth

Canada

Organto Foods Inc. operates as a provider of organic fresh fruits and vegetables The Company sources avocado, blueberries, passion fruits, ginger, asparagus, sugar snaps, snow peas, and mango from multiple growers around the world and distributes primarily into European markets through numerous retail, distributor, and food service channels.

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Organto Foods (OGO CN)

THS Maple Holdings Ltd - Q2/26 Recap: All Our Research in One Place!

Quarterly Coverage Update This quarter marks two years since we launched our quarterly coverage recap. Over those last two years, our coverage...

Atrium Research

THS Maple Holdings Ltd - Q1/26 Recap: All Our Research in One Place!

Q1/26 proved to be a challenging quarter for equity markets broadly, as macroeconomic uncertainty and risk-off sentiment weighed on indices across...

Atrium Research

OGO: Restructured & Ready to Grow

Organto has completed a restructuring, including realigning and streamlining operations, the sale of underperforming subsidiaries, converting its...

Atrium Research

OGO: Q3 Financials Miss but 2024 Outlook Improves

Yesterday after market close, Organto Foods (OGO:TSXV) reported Q3 financial results that came in weaker than expected but guided for a stronger 2024.

Atrium Research

OGO: Strategic Partnership to Support Upcoming Growth

Organto announced that it has entered a strategic partnership with commercial farming and marketing organization, Alpasa Farms.

Atrium Research

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