Louis Camhi presents an ORIGINal investment thesis $ORGN

Louis Camhi, a private investor, discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off, but Louis thinks the company represents a hyper skewed risk reward, albeit one with a VC style downside (i.e. if it doesn't work out, they'll be worth basically nothing). Louis breaks down what Origin does, why he's so confident that they can build their plans on time and on budget, the demand he sees for their products, and a bunch of other pieces of the Origin thesis. Louis's twitter handle: https://twitter.com/valwithcatalystChapters0:00 Intro1:25 Origin overview4:05 How Origin's product is carbon negative6:10 Discussing Origin's SPAC sponsor credentials9:10 Why were these the right sponsors to take Origin public?11:25 Timeline for Origin to get to revenue and scale up14:45 Origin 1 and 2 cost and backlog strength18:40 Could Origin's backlog be impacted by construction delays?20:30 How unique is Origin's process and technology25:40 Discussing Origin's cost and if this can work without getting an "ESG" premium price27:50 Construction cost risk32:25 Various upside and downside risks35:00 Origin's financing plans39:40 Origin's long term margin outlook41:25 Why didn't the SPAC sponsors put equity into the deal?46:25 Comping Origin to other peak SPACmania buzzy deals55:00 What other deSPACs are catching Louis's eye58:20 Quick Katapult and Ironsource mention1:00:35 A little longer ALIT mention