$ORGN One of my favorite little companies. Excited to watch this company grow. I have at least a 3 year timeline so when price drops my only question is, “add more?“ SP easily subject to attack until Origen One is operational, projected for 2022. Anyone with a shorter time frame might have many reasons for concern. However, once Origen One is operational the company can convert reservation capacity to pay or take contracts and hopefully start scaling through traditional financing and without shareholder dilution. The numbers look easy in investor presentations. 3 prior pilot plants give confidence that Origen One and Two will complete - as do the resumes and experience of board and c-suite. Ince they scale, could do Tesla like moves with a TAM of 1T. Holding shares and not playing options as I don’t know what the next year holds. But, love my shares.
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