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re: Diving Deeper on Origin Materials?
Posted on 1/6/23 at 11:43 am to GeneralLee
Posted on 1/6/23 at 11:43 am to GeneralLee
General, have you done any research into Recyclico (AMYZF) or Electra (ELBM)?
1
Posted on 1/6/23 at 11:46 am to AUHighPlainsDrifter
Nope I have not researched those. My main plays are SpaceX and ORGN and I devote hundreds of hours per year to keeping up to them. I really don't have time for more than 3 or 4 holdings max. Most of the rest of my investment dollars are in Fidelity money market accounts. I have a "barbell" portfolio with a safe core in money markets and then risky plays in SpaceX/ORGN.
Probably 95%+ of speculative plays out there are going to zero long term, have to be very careful.
Probably 95%+ of speculative plays out there are going to zero long term, have to be very careful.
Posted on 1/6/23 at 1:39 pm to GeneralLee
thanks Lee, that's my weekend reading. 
Posted on 1/9/23 at 7:15 am to astonvilla
Hoping to get a PR on mechanical completion of the O1 plant this week, and John Bissell is presenting at another investor conference this week which hopefully will bring more institutional eyes here.
Posted on 1/9/23 at 7:49 am to GeneralLee
quote:
What are some of your other speculative plays besides Origin?
I hold far too much AQB.
I think management knocked
The cover off the ball with share offerings when ARK’s investment mooned the stock.
Now it’s sitting at a negative EV(more cash on the balance sheet than the current market cap)
The 2023 catalyst is progress on the Pioneer, Ohio salmon farm.
Posted on 1/10/23 at 8:46 am to GeneralLee
General, wondering if you've looked into Joby Aviation Inc? (JOBY)
Posted on 1/10/23 at 8:54 am to astonvilla
quote:
General, wondering if you've looked into Joby Aviation Inc? (JOBY)
Briefly looked, not compelling enough to risk any additional capital from my money market core imho. I'd put that in the bucket of speculative stocks that end up going to zero long term (which is most of them).
Posted on 1/10/23 at 10:44 am to GeneralLee
thank you
Posted on 1/14/23 at 1:55 pm to GeneralLee
I'd like to be added to Discord ORGN group. Can you add me General?
Posted on 1/14/23 at 3:40 pm to astonvilla
Someone with your name is already on the group? You just have to click the link I posted earlier in this thread.
Posted on 1/16/23 at 7:41 am to GeneralLee
thanks. yeah, I created the profile but when I click on your link it brings me to the main page of the app. I dont see any group. First time using Discord. Anyways, will try to figure it out. thanks again.
Posted on 3/8/23 at 8:38 am to astonvilla
We buying this dip fellas?
Posted on 3/8/23 at 8:46 am to Merica
I'm going to establish a position today. Seems like a bright future for this company if O2 can become a reality
Posted on 3/8/23 at 8:51 am to TigerTatorTots
I’ve been adding since this thread started and have been doing research as well. I like it for a long hold.
Posted on 3/8/23 at 8:59 am to Merica
IN
Missed the mid fours last time. Caught it this time. Let’s go
Missed the mid fours last time. Caught it this time. Let’s go
Posted on 3/8/23 at 9:06 am to TigerTatorTots
quote:
I'm going to establish a position today. Seems like a bright future for this company if O2 can become a reality
It's still a speculative bet but all the pieces are there and I think working with Avantium is a big plus. If you size your position accordingly and plan to hold for 7+ years provided progress continues as expected, this thing could eventually become a monster. But there is a long way to go.
Posted on 3/20/23 at 1:48 pm to Diseasefreeforall
In at 3.81, I hope I didn't give y'all my usual kiss of death. 
Posted on 4/18/23 at 10:21 am to Wraytex
2 million shares traded by 10am. Average volume 830k. What’s the deal? ER coming up in early May?
Posted on 4/18/23 at 12:40 pm to Crescent Connection
LINK
Origin Materials and SCGP Announce Strategic Partnership in Innovation and Sustainability to Explore Licensing Origin Technology for ASEAN-Based Plant
this has to be positive news isnt it?
Origin Materials and SCGP Announce Strategic Partnership in Innovation and Sustainability to Explore Licensing Origin Technology for ASEAN-Based Plant
this has to be positive news isnt it?
Posted on 4/18/23 at 3:07 pm to astonvilla
4.6M volume today. Over 5x the average volume. The ER call is going to be interesting with regards to guidance.
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