Research from Atrium Research, Atrium Research Corporation

Atrium Research

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.

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>OGO delivered Q3 revenue of $15.1M (+189% YoY), above our $13.5M estimate, marking the Company’s fourth consecutive quarter with &gt;100% YoY revenue growth.</li>
<li>Gross margin was 8.2% and EBITDA was ($0.7M), lower than our estimates, although operating costs continued to scale efficiently.</li>
<li>We recently re-initiated coverage on OGO and conducted an interview with CEO Steve Bromley; see the full report here and interview here.</li>
</ul>


OGO delivered Q3 revenue of $15.1M (+189% YoY), above our $13.5M estimate, marking the Company’s fourth consecutive quarter with &gt;100% YoY revenue growth.
Gross margin was 8.2% and EBITDA was ($0.7M), lower than our estimates, although operating costs continued to scale efficiently.
We recently re-initiated coverage on OGO and conducted an interview with CEO Steve Bromley; see the full report here and interview here.


Organto Foods

OGO: 189% YoY Revenue Growth in Q3