Origin Materials, Inc. ( ORGN ) Q3 2025 Earnings Call November 13, 2025 5:00 PM EST Company Participants Ryan Smith - Co-Founder & Chief Product Officer John Bissell - Co-Founder, CEO & Director Matthew Plavan - CFO & COO Conference Call Participants Frank Mitsch - Fermium Research, LLC Presentation Operator Thank you for standing by. This is the conference operator.
Origin Materials, Inc. (NASDAQ:ORGN ) Q2 2025 Earnings Conference Call August 14, 2025 5:00 PM ET Company Participants John Bissell - Co-Founder, CEO & Director Matthew T. Plavan - CFO & COO Ryan Smith - Co-Founder & Chief Product Officer Operator Thank you for standing by.
Origin Materials' proprietary technology enables sustainable, non-petroleum PET (plastic) production, attracting major partners and overwhelming customer interest despite recent production delays. Production and revenue setbacks have shaken investor confidence, but these are short-term operational issues, not thesis-destroying risks; the company continues to progress. Origin's strong balance sheet, low debt, and cash position provide a significant margin of safety, with shares currently priced below net cash per share.
| Chemicals Industry | Materials Sector | John Bissell CEO | NASDAQ (CM) Exchange | 68622D106 CUSIP |
| US Country | 109 Employees | - Last Dividend | - Last Split | 4 Sep 2020 IPO Date |
Origin Materials, Inc. operates within the realm of carbon-negative materials development, positioning itself as a pioneering company in the industry. With its headquarters based in West Sacramento, California, and functionally extending through its subsidiaries, Origin Materials has established a proprietary biomass conversion platform. This innovative platform is dedicated to transforming biomass, essentially plant-based carbon, into valuable chemical building blocks. By harnessing the potential of biomass, the company not only aims at creating sustainable materials but also contributes to the reduction of carbon footprint, offering an ecologically responsible alternative to conventional materials production processes.
A versatile chemical building block derived from plant-based carbon through Origin Materials' proprietary process. CMF stands out for its application in creating a wide range of high-value materials and chemicals, including polymers and resins, thereby offering a sustainable alternative to their fossil-fuel-based counterparts.
Another innovative product developed by Origin Materials, hydrothermal carbon is produced through the application of hydrothermal liquefaction of biomass. This material finds its use in various applications such as water purification, soil conditioning, and as a component in the production of advanced materials, highlighting the company's commitment to sustainability and carbon-negative solutions.
Origin Materials also focuses on the production of other valuable oils and extractives derived from biomass. These products serve a wide range of applications in industries looking for green alternatives to traditional petrochemical-based products, enhancing the portfolio of sustainable materials offered by the company.
The company’s biomass conversion process yields various co-products alongside its primary products. These co-products, including but not limited to biochar and lignin, further extend the application range of Origin Materials' offerings, contributing to sectors such as agriculture, construction, and energy, thereby reinforcing the company's vision of a sustainable, circular economy.