re: Diving Deeper on Origin Materials?

This is probably the kind of haircut SLI should get for delaying things for years, but no one pays attention to their earnings calls lol.

I do think this has a very high chance of being a good flip over the next few months. Trading for cash on hand right now, no value placed on the completed O1 plant. Management are idiots though, they need to prove O1 can work over the next few months and then sell the company to a major chemical like Dow or BASF that can actually scale this up to dozens of plants. Tech is worth billions (if it scales), but management are idiots. Take a $5-7/share buyout and call it a day.