Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul><li>Organto reported Q1 financials that were slightly ahead of our expectations and its pre-announced Q1 metrics.</li><li>Organto Foods (OGO:TSXV) reported Q1/23 financial results yesterday evening that came in slightly ahead of our expectations.</li><li>OGO reported $7.5M in revenue in Q1, compared to our estimate of $7.4M and $7.0M in Q1 last year.</li></ul>

Organto reported Q1 financials that were slightly ahead of our expectations and its pre-announced Q1 metrics.Organto Foods (OGO:TSXV) reported Q1/23 financial results yesterday evening that came in slightly ahead of our expectations.OGO reported $7.5M in revenue in Q1, compared to our estimate of $7.4M and $7.0M in Q1 last year.

OGO: Strong Q1 Financial Results, Gross Margin Tracking Higher

<ul><li>Organto has effectively transitioned its business to an asset-light model, growing revenue from $1.5M in 2018 to $49M in 2023E</li><li>OGO now has a diversified platform covering 170 customers using its global supply chain that can provide year-round supply to its customers</li><li>Organto’s management team and board contain various executives that grew SunOpta to &gt;US$1B in sales using a similar business model Organto Foods Inc. (OGO:TSXV) operates as a marketer and distributor of organic and non-GMO fruits and vegetables to end-consumers in Europe.</li></ul>

Organto has effectively transitioned its business to an asset-light model, growing revenue from $1.5M in 2018 to $49M in 2023EOGO now has a diversified platform covering 170 customers using its global supply chain that can provide year-round supply to its customersOrganto’s management team and board contain various executives that grew SunOpta to &gt;US$1B in sales using a similar business model Organto Foods Inc. (OGO:TSXV) operates as a marketer and distributor of organic and non-GMO fruits and vegetables to end-consumers in Europe.

Canada

Organto Foods Inc. operates as a provider of organic fresh fruits and vegetables The Company sources avocado, blueberries, passion fruits, ginger, asparagus, sugar snaps, snow peas, and mango from multiple growers around the world and distributes primarily into European markets through numerous retail, distributor, and food service channels.

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Organto Foods (OGO CN)

OGO: Strong Q1 Financial Results, Gross Margin Tracking Higher

Organto reported Q1 financials that were slightly ahead of our expectations and its pre-announced Q1 metrics. Organto Foods (OGO:TSXV) reported Q1...

Atrium Research

OGO: Recreating SunOpta's Success

OGO now has a diversified platform covering 170 customers using its global supply chain that can provide year-round supply to its customers

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