Financial Data and Key Metrics Changes - The company reported its highest quarterly revenue to date of $7.1 million, compared to no revenue in the prior year period [30] - Operating expenses for the third quarter were $12.9 million, up from $9.7 million during the same period last year, primarily due to increases in general and administrative expenses [31] - The net income for the third quarter was $30.9 million, compared to $8.3 million in the same period last year, with approximately $28 million of this increase attributed to gains from fair value adjustments [58] Business Line Data and Key Metrics Changes - The company has commenced commercial scale production at Origin 1, producing CMF and HTC, and is in the process of sending materials to customers and strategic partners [2][10] - The operational performance of Origin 1 has been described as close to flawless, with expectations to ramp up production and vary feedstocks in the coming months [11][22] Market Data and Key Metrics Changes - Major tire companies, rubber companies, and specialty carbon users have expressed interest in the HTC produced at Origin 1, indicating a broad market demand for the products [3] - The company has over $10 billion in signed offtake agreements and capacity reservations, reflecting strong alignment and incentive for bringing its technology to market [45] Company Strategy and Development Direction - The company aims to maximize shareholder value while bringing sustainable products to market, with a focus on cash generation and managing expenses [28][49] - The strategic partnerships are increasingly focused on how to bring world-scale plants online as quickly as possible, with interest from partners growing since the commencement of operations at Origin 1 [26][43] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's technology and its role in the transition to decarbonized materials manufacturing, highlighting the importance of their biomass conversion technology [29] - The company is prioritizing near-term cash generation and has adjusted its guidance for EBITDA loss to a range of $45 million to $50 million, improved from a previous range of $50 million to $60 million [34] Other Important Information - The company has received a funding award from BioMADE to advance U.S. Department of Defense sustainability goals, which is seen as a positive validation of its attractiveness as a funding target [27] - The company is engaged with many of the world's largest consumers and producers of caps enclosures, indicating strong market interest in its technology [50] Q&A Session Summary Question: Can you speak to the diversity of feedstocks that you've been able to run at Origin 1? - The company has primarily been running on starch and has seen excellent yield performance, but has not yet transitioned to biomass [65][66] Question: What are customers saying about the product quality? - The materials produced have met customer expectations, and the company is already sending materials to customers, which will drive revenue in the short to medium term [67][91] Question: What is the status of financing for Origin 2? - The company is focused on optimal funding strategies for Origin 2 and has seen increased interest from strategic partners [80][81] Question: How is the company managing cash flow and production? - The company is prioritizing revenue-generating projects and is implementing a cash conservation program to balance the need for EBITDA positivity with maintaining forward momentum [49][48] Question: Are you receiving any RINs or other credits from sales in Origin 1? - The company does not anticipate receiving RINs, as the majority of products from Origin 1 are directed towards chemicals and materials applications rather than fuel applications [132]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39378 __________________________ ORIGIN MATERIALS, INC. (Exact name of registrant as specified in its charter) _____________ ...

Origin Materials, Inc. (NASDAQ:ORGN) Q2 2023 Earnings Conference Call August 9, 2023 5:00 PM ET Company Participants Ashish Gupta - Investor Relations Rich Riley - Co-CEO & Director John Bissell - Co-Founder, Co-CEO & Director Nate Whaley - CFO Conference Call Participants Steve Byrne - Bank of America Frank Mitsch - Fermium Research John Roberts - Credit Suisse Eric Stine - Craig-Hallum Pavel Molchanov - Raymond James Operator Thank you for standing by. This is the conference operator. Welcome to the Origi ...

Customer demand for FDCA from Origin 2 is robust and growing 9 Origin 2 Origin 3 In February 2021, Origin 3 was expected to be the first Origin plant focused on FDCA production from CMF. Now, Origin 2 is expected to focus primarily on FDCA production from CMF. FDCA – We will begin with drop-in applications that improve the | --- | --- | --- | --- | --- | |-------|---------------------------------------------------------|-------|-------|--------------------------------------| | | | | | | | | Drop-In PET/F Co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39378 __________________________ ORIGIN MATERIALS, INC. (Exact name of registrant as specified in its charter) __________________ ...

Origin Materials, Inc. (NASDAQ:ORGN) Q1 2023 Results Conference Call May 10, 2023 5:00 PM ET Company Participants Ashish Gupta - Investor Relations Rich Riley - Co-CEO & Director John Bissell - Co-Founder, Co-CEO & Director Nate Whaley - CFO Conference Call Participants Frank Mitsch - Fermium Research Steve Byrne - Bank of America Eric Stine - Craig-Hallum John Roberts - Credit Suisse Pavel Molchanov - Raymond James Operator Thank you for standing by. This is the conference operator. Welcome to the Origin M ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39378 __________________________ ORIGIN MATERIALS, INC. (Exact name of registrant as specified in its charter) _________________ ...

Origin Materials, Inc. (NASDAQ:ORGN) Q4 2022 Results Conference Call February 23, 2023 5:00 PM ET Company Participants Ashish Gupta - Investor Relations Rich Riley - Co-CEO & Director John Bissell - Co-Founder, Co-CEO & Director Nate Whaley - CFO Conference Call Participants Frank Mitsch - Fermium Research Steve Byrne - Bank of America Eric Stine - Craig-Hallum Pavel Molchanov - Raymond James Operator Thank you for standing by, this is the conference operator. Welcome to the Origin Materials Fourth Quarter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 (State or other jurisdiction of incorporation or organization) 930 Riverside Parkway, Suite 10 West Sacramento, CA 95605 (Address of principal executive offices) (Zip Code) (916) 231-9329 Registrant's telephone number, including area code _____________________________ OR ☐ TRANSITION REP ...

Origin Materials, Inc. (NASDAQ:ORGN) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Ashish Gupta - Investor Relations Rich Riley - Co-Chief Executive Officer John Bissell - Co-Chief Executive Officer & Co-Founder Nate Whaley - Chief Financial Officer Conference Call Participants Steve Byrne - Bank of America Frank Mitsch - Fermium Research Aaron Spychalla - Craig-Hallum Operator Welcome to the Origin Materials Third Quarter 2022 Earnings Conference Call. At this time, all ...