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Origin Materials (ORGN) investor relations material
Origin Materials EGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting commenced at 10:30AM Pacific Time on February 17, 2026, via a virtual platform, with board members and officers introduced.
The agenda followed the order set in the Notice of Special Meeting and Proxy Statement, with polls opened for voting.
Specific resolutions to be voted on
Approval of an amendment to the certificate of incorporation to effect a reverse stock split at a ratio between 1-for-2 and 1-for-50, at the board's discretion.
Approval for the issuance of more than 20% of outstanding shares upon conversion of senior secured convertible notes issued to an institutional purchaser.
Corporate governance
Inspector of Election appointed to certify proxies and votes, with the oath of office filed in meeting records.
Quorum established with proxies for 54.12% of outstanding shares, enabling official business to proceed.
- $100M+ PET cap deal signed; Q2 loss $19.5M; Q4 2024 production on track.ORGN
Q2 20241 Feb 2026 - Strong PET cap demand, $100M+ MOU, and EBITDA positivity targeted for 1H 2026.ORGN
Q3 202414 Jan 2026 - Rapid transformation to PET caps leverages technical strengths, innovation, and scalable growth.ORGN
Fireside Chat9 Jan 2026 - Key votes on reverse stock split and major share issuance set for February 2026.ORGN
Proxy Filing6 Jan 2026 - Approval sought for reverse split and convertible note share issuance to support listing and funding.ORGN
Proxy Filing6 Jan 2026 - Commercial PET cap production launched; 2026 revenue projected at $110M–$140M, EBITDA positive by year-end.ORGN
Q4 202426 Dec 2025 - Approval sought for reverse split and share issuance to support listing and financing.ORGN
Proxy Filing23 Dec 2025 - High demand and technical leadership drive confidence in growth and successful CapFormer deployment.ORGN
Investor Q&A19 Dec 2025 - Commercial PET cap production and revenue ramping up, with major growth expected by 2026.ORGN
Investor Q&A19 Dec 2025
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