External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>A detailed analysis of Origin Materials (ORGN) was drafted for a VIC application that closed due to low-quality submissions.</li><li>The analysis critiques ORGN's management narrative after a 90% stock price drop linked to delays in the OM2 commercial plant.</li><li>The author believes ORGN's new PET caps and closure business is undervalued and could lead to significant stock appreciation if successful.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)A detailed analysis of Origin Materials (ORGN) was drafted for a VIC application that closed due to low-quality submissions.The analysis critiques ORGN's management narrative after a 90% stock price drop linked to delays in the OM2 commercial plant.The author believes ORGN's new PET caps and closure business is undervalued and could lead to significant stock appreciation if successful.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Origin Materials Inc (ORGN) - Wednesday, Jul 2, 2025

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Last week, the WTR Sustainable Index was up 1.6% W/W versus the S&amp;P 500 Index (up 2.4%), the Russell 2000 Index (up 2.4%), and the Nasdaq Index (up 3.7%).</li><li>Energy Technology (41% of the index) was up 2.7%, while Transportation Solutions (33% of the index) was up 1.2%, Climate Tech and Clean Tech (19% of the index) was down 2.2%, and Climate Tech Mining and Processing (7% of the index) was up 8.0%.</li><li>Top 10 Performers: CGEH, PEV, CWSFF, LISMF, FCSMF, NRGV, TLOFF, ATLX, ALLIF, ORGN</li></ul>

Last week, the WTR Sustainable Index was up 1.6% W/W versus the S&amp;P 500 Index (up 2.4%), the Russell 2000 Index (up 2.4%), and the Nasdaq Index (up 3.7%).Energy Technology (41% of the index) was up 2.7%, while Transportation Solutions (33% of the index) was up 1.2%, Climate Tech and Clean Tech (19% of the index) was down 2.2%, and Climate Tech Mining and Processing (7% of the index) was up 8.0%.Top 10 Performers: CGEH, PEV, CWSFF, LISMF, FCSMF, NRGV, TLOFF, ATLX, ALLIF, ORGN

Sustainable Investing Surveyor Focus on VGAS - August 11, 2025

<ul><li>The WTR Sustainable Index was down 7.2% W/W versus the S&amp;P 500 Index (down 9.1%), the Russell 2000 Index (down 9.7%), and the Nasdaq Index (down 9.8%).</li><li>Energy Technology (12.8% of the index) was down 9.0%, while Industrial Climate and Ag Technology (45.0% of the index) was down 8.8%, ClimateTech Mining was down 3.0%, and Advanced Transportation Solutions (21.6% of the index) was down 6.4%.</li><li>Top 10 Performers: PGTK, GWTI, MVST, NRM, LEV, AZRE, JEV, VIHD, ENG, RUN</li></ul>

The WTR Sustainable Index was down 7.2% W/W versus the S&amp;P 500 Index (down 9.1%), the Russell 2000 Index (down 9.7%), and the Nasdaq Index (down 9.8%).Energy Technology (12.8% of the index) was down 9.0%, while Industrial Climate and Ag Technology (45.0% of the index) was down 8.8%, ClimateTech Mining was down 3.0%, and Advanced Transportation Solutions (21.6% of the index) was down 6.4%.Top 10 Performers: PGTK, GWTI, MVST, NRM, LEV, AZRE, JEV, VIHD, ENG, RUN

Sustainable Investing Surveyor - Focus on Origin Materials (ORGN)

<ul><li>Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?</li><li>CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.</li><li>Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,</li></ul>

Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,

WTR Ethanol-Carbon Capture & Storage Primer

<ul><li>We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap Spotlight.</li><li>We were joined by senior management of four leading companies operating in farm-to-fuel and waste-to-fuel supply chains.</li><li>Our guests represented the following leading-edge companies: Continuum Ag (CEO Mitchell Hora), Gevo (VP Corporate Development Eric Frey), LanzaTech (CEO Dr. Jennifer Holmgren), and Synata Bio (CEO Tim Cesarek). </li></ul>

We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap Spotlight.We were joined by senior management of four leading companies operating in farm-to-fuel and waste-to-fuel supply chains.Our guests represented the following leading-edge companies: Continuum Ag (CEO Mitchell Hora), Gevo (VP Corporate Development Eric Frey), LanzaTech (CEO Dr. Jennifer Holmgren), and Synata Bio (CEO Tim Cesarek). 

Sustainable Aviation Fuel (SAF) And Low- Carbon Ethanol "Ready for Takeoff"

United States

Origin Materials, Inc. operates as a carbon negative materials company. The Company turns the carbon found in biomass into useful materials, while eliminating the need for fossil resources and capturing carbon in the process. Origin Materials serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Origin Materials (ORGN US)

Origin Materials Inc (ORGN) - Wednesday, Jul 2, 2025

A petrochemical expert critiques Origin Materials' management and stock decline, highlighting its undervalued pivot to a new PET business,...

Value Investors Club (VIC)

Sustainable Investing Surveyor Focus on VGAS - August 11, 2025

Last week, the WTR Sustainable Index was up 1.6% W/W versus the S&P 500 Index (up 2.4%), the Russell 2000 Index (up 2.4%), and the Nasdaq Index (up...

Water Tower Research

Sustainable Investing Surveyor - Focus on Origin Materials (ORGN)

The WTR Sustainable Index was down 7.2% W/W versus the S&P 500 Index (down 9.1%), the Russell 2000 Index (down 9.7%), and the Nasdaq Index (down...

Water Tower Research

WTR Ethanol-Carbon Capture & Storage Primer

CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.

Water Tower Research

Sustainable Aviation Fuel (SAF) And Low- Carbon Ethanol "Ready for Takeoff"

We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap...

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)