re: Diving Deeper on Origin Materials?

quote:

---

seems like the confidence in this script is slowly going down.

---

primarily driven from the stock price performance to date (for me at least). Management continues to execute very well to plan and the industry dynamics that are driving demand here have never been stronger. If they can execute, it should easily be a multi-bagger long term. I think the stock market is very concerned with the financing for O2 with bonds looking to be over 10% interest rates. If they can cobble together alternative financing (government grants, industry partnerships, etc.) and avoid/minimize exposure to high cost debt, that should be a huge tailwind for the stock price at some point. Until then, I'll hunker down and HODL!