re: Diving Deeper on Origin Materials?

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What are you expectations for the big announcement in August?

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Dual train O2 plant to be built by year end 2026, combined with partnership announcement to fund dual train without dilution of equity holders.

Updated financial projections including the O2 plant changes along with the margin contribution from higher value products (carbon black, biofuels, etc.) that weren't contemplated in the 2021 SPAC presentation.

Confirmation that they are using wood based feedstocks in the O1 plant instead of corn starch, validating that startup is going well.

Confirmation of ~$40M-60M revenue guidance for '23. (I think they'll come in at $40-50M depending on when they switch away from corn starch as the feedstock used for the startup).

Hiring new CFO that should be a major improvement over Nate Whaley.

I am hopeful management will come through, but the daily stock beatdown is affecting my psyche on this one. Usually doing the opposite of your emotions is the right thing though!