Core Points - Australian Oilseeds Holdings Limited has regained compliance with Nasdaq's minimum bid price requirement and will transfer its listing to The Nasdaq Capital Market effective October 31, 2025 [1][2][3] - The transfer is not expected to impact trading of the Company's securities, which will continue to trade under the symbols "COOT" for Class A ordinary shares and "COOTW" for warrants [2] - The Nasdaq Capital Market has similar operational standards to the Nasdaq Global Market, requiring companies to meet specific financial and corporate governance criteria for continued listing [2] Company Overview - Australian Oilseeds Holdings Limited is focused on the manufacture and sale of sustainable oilseeds, including non-GMO and organic food-grade oils, targeting the growing oilseeds market [3] - The Company operates the largest cold pressing oil plant in Australia, emphasizing the production of GMO-free conventional and organic oilseeds [3] - The Company aims to eliminate chemicals from its production processes, thereby supplying healthier food ingredients and vegetable oils to customers globally [3]

Company Overview - Australian Oilseeds Holdings Limited is a manufacturer and seller of sustainable edible oils, focusing on the GEO line of cold-pressed, chemical-free canola and olive oils [1][5] - The company operates through subsidiaries, including Australian Oilseeds Investments Pty Ltd, and is committed to eliminating chemicals from the production process to supply quality products globally [6] Joint Venture Announcement - The company announced a joint venture with Rajashri Foods Pvt. Ltd. to market and distribute its GEO line of oils in India, which is seen as a significant growth market [1][2] - Rajashri Foods is recognized as a leader in the Indian market with extensive distribution capabilities, making it an ideal partner for the company [2][4] Market Potential - India's edible oil market is valued at approximately AUD 50–60 billion, presenting a substantial opportunity for the company to capture a meaningful share [3] - The partnership aims to address the growing demand for healthier food products in India, aligning with the increasing consumer awareness of health and nutrition [2][3] Product Offering - GEO products are developed to meet the demand for healthy, natural, and sustainable edible oils, emphasizing non-GMO quality, high Omega-3 and Omega-9 content, and low trans-fat [5] - The brand has established a solid reputation in Asia and is distributed across multiple countries, including Japan, China, and Vietnam, with plans to explore the Taiwanese market [5]

Core Insights - Australian Oilseeds Holdings Limited reported a strong financial performance for Q4 and fiscal year 2025, with total sales revenue increasing by 49% year-over-year in Q4, driven by growth in retail, wholesale, and high-protein segments [4] - The retail oil division experienced significant growth, with a 59% increase in revenue during the quarter, reflecting successful strategic expansion and product diversification [4] - The company is committed to sustainability and quality, positioning itself favorably in the market for future growth [4] Q4 Fiscal 2025 Financial Highlights - Sales revenue for Q4 increased by 49.1% to A$11.5 million, attributed to broad-based growth across various categories [6] - Retail oil revenue rose by 58.9% to A$4.3 million, supported by expanded distribution and new product offerings [6] - The company achieved a net income of A$0.1 million, a significant improvement from a net loss of A$23.7 million in the previous year [6] Full Year Fiscal 2025 Financial Highlights - Total sales revenue for the fiscal year increased by 23.6% to A$41.7 million, driven by growth in retail and high-protein meal categories [6] - Retail oil revenue for the full year increased by 58.4% to A$19.9 million, reflecting successful distribution strategies and new product introductions [6] - The company reported a net loss of A$1.5 million, an improvement from a net loss of A$21.2 million in the prior year [6]

Core Insights - Australian Oilseeds Holdings Limited has launched its flagship consumer brand, GEO, on Zhongsheng GO, a digital retail platform in China, marking a significant step in its international expansion strategy [1][2][3] Company Overview - Australian Oilseeds Holdings Limited is focused on the manufacture and sale of sustainable oilseeds and is committed to eliminating chemicals from production systems to supply quality products globally [4] - The company operates the largest cold pressing oil plant in Australia, processing non-GMO and organic oilseeds [4] Product Details - GEO represents Australia's premium extra virgin cold-pressed canola oil range, developed to meet the demand for healthy, natural, and sustainable edible oils [3] - GEO products are characterized by 0% erucic acid, non-GMO quality, high Omega-3 and Omega-9 content, natural Vitamin E, and low trans-fat [3] - The brand is distributed across multiple Asia-Pacific markets, including Japan, China, Vietnam, and Thailand, and is exploring opportunities in Taiwan [3] Strategic Partnership - The successful onboarding of GEO products on Zhongsheng GO was facilitated by Shanghai Maiwei Trading Co., Ltd., the company's strategic partner in China [2] - Zhongsheng GO has over 5 million registered members, providing a substantial customer base for GEO products [2][3]

Core Points - Australian Oilseeds Holdings Limited received an extension from The Nasdaq Hearings Panel to regain compliance with the minimum stockholders' equity requirement of $2.5 million, with a deadline set for September 30, 2025 [1][2] - As of July 22, 2025, the company reported $2.6 million in shareholder equity and plans to maintain this through debt conversion and revenue increases [3] - The company is committed to sustainable practices in the production of non-GMO oilseeds and aims to eliminate chemicals from its manufacturing processes [4] Company Overview - Australian Oilseeds Holdings Limited operates in the sustainable edible oils market, focusing on the processing, manufacture, and sale of non-GMO oilseeds and organic food-grade oils [4] - The company has the largest cold pressing oil plant in Australia, emphasizing GMO-free products and healthier food ingredients [4]

Core Insights - Indian edible oil prices surged by 8% following a reduction in import duties, leading to a significant increase in imports by 60% [1] Group 1: Price Movement - The price of edible oil in India has experienced an 8% increase recently [1] - The reduction in import taxes has contributed to this price surge [1] Group 2: Import Dynamics - Edible oil imports into India have increased by 60% after the import tax cut [1] - The surge in imports raises questions about when the price increase will peak [1]

Core Insights - Australian Oilseeds Holdings Limited has announced a partnership with SMART MARKETING CO. LTD for the sales, marketing, and distribution of its GEO brand in Vietnam, targeting the growing demand for healthy food products in the region [1][2][3]. Company Overview - Australian Oilseeds Holdings Limited specializes in the sustainable production and global distribution of high-quality oilseeds, focusing on non-GMO and organic food-grade oils [5]. - The company operates the largest cold-pressing facility in Australia, producing only GMO-free conventional and certified organic oils, and is recognized as a trusted supplier of healthier food ingredients globally [5]. Market Opportunity - Vietnam's population exceeds 100 million, with increasing health consciousness driving demand for natural and chemical-free oils, presenting significant opportunities for premium international brands [3]. - The partnership with SMART MARKETING CO. LTD is expected to enhance brand development and retail distribution across Vietnam, leveraging their extensive network [2][4]. Financial Projections - The launch of GEO's extra virgin olive oil is anticipated to contribute an additional USD 5–8 million to the company's top line revenue within the next 12 months [4].

Group 1 - Report title: Weekly Oil Report: Malaysian Palm Oil Inventory Build-up Slightly Exceeds Expectations, Focus on Australian Prime Minister's Visit to China [1] - Core events and market review: MPOB data shows that Malaysia's palm oil inventory at the end of June reached 2.03 million tons, a 2.4% increase month-on-month; Canada's rapeseed exports decreased by 72.1% to 48,400 tons in the week ending July 6; influenced by positive macro sentiment, oils rose significantly this week, but the momentum for further increase weakened after the rapid rise [4] Group 2 - International market - Malaysian palm oil: In June, Malaysia's palm oil inventory build-up slightly exceeded expectations, with production down 4.48% to 1.69 million tons and exports dropping to 1.26 million tons; SPPOMA data indicates that the production of Malaysian palm oil may increase month-on-month in July, and ITS predicts a 5.31% month-on-month increase in exports in the first 10 days of July [8] - International market - Canadian rapeseed: The international cost - performance of Canadian rapeseed declined, with exports decreasing by 72.1% week-on-week; the new planting area was adjusted down by 80,000 hectares; there is still a risk of drought, and Oil World predicts a potential production cut of about 1.86 billion tons [10] Group 3 - Domestic palm oil: As of July 4, 2025, the commercial inventory of palm oil in key regions across the country was 538,100 tons, a 0.13% week-on-week increase; the basis fluctuated weakly; the spot market trading was light; it's expected to have limited upward space and may experience a slight correction, maintaining a sideways movement overall [13] - Domestic soybean oil: In June, the soybean crushing volume of 111 plants was about 8.95 million tons, and the soybean oil output was about 1.7 million tons; as of July 4, 2025, the commercial inventory of soybean oil in key regions across the country was 1.0197 million tons, a 6.75% week-on-week increase; the basis was stable to slightly weak; the trading volume of soybean oil spot increased week-on-week but remained at a historically low level; it's expected to maintain a sideways movement [18] - Domestic rapeseed oil: Last week, the rapeseed crushing volume of major coastal oil mills was 47,000 tons; as of July 4, 2025, the coastal rapeseed oil inventory was 719,000 tons, a 28,000 - ton week-on-week decrease; the import profit of European rapeseed oil was significantly narrowed; the spot market was light; the market is watching the Australian Prime Minister's visit to China on Saturday [21] Group 4 - Strategy recommendation: Unilateral strategy - In the short term, the upward movement of oils is losing steam, may experience a slight correction, and maintain a sideways trend overall. Consider buying on dips. Arbitrage strategy - Hold. Option strategy - Hold [25] Group 5 - Weekly data tracking: The report also tracks data on Malaysian and Indonesian palm oil production, exports, and inventory, international soybean oil market, Indian oil supply and demand, domestic rapeseed oil and palm oil import profits, domestic oils' supply and demand, basis, and inventory [27]

Group 1 - Shandong Luhua Group has completed its shareholding reform and changed its name to Shandong Luhua Group Co., Ltd, with registered capital increasing from approximately 1.091 billion to 2 billion yuan, an increase of 83% [1] - The company is speculated to be preparing for a capital market entry following the restructuring and capital increase [1][8] - The new shareholder structure shows Shandong Luhua Holding Group Co., Ltd as the largest shareholder with a 64.19% stake, controlled by the founder's family [2] Group 2 - Luhua Holding has integrated several family-controlled asset platforms and established a wholly-owned subsidiary for investment and private equity management, enhancing its capital layout [4] - In late 2024, strategic investors including Jinlongyu and Hong Kong Jiayin invested 5.5 billion yuan for a 26.64% stake, raising Luhua's valuation to 20.9 billion yuan [4] - The management team has undergone significant changes, with key personnel leaving and new members joining, possibly linked to legal issues faced by a former executive [4] Group 3 - Founded in 1983, Luhua has grown from a local factory to a leading brand in high-end edible oils, particularly in the peanut oil sector [5] - The company has an annual production capacity of 1.5 million tons for edible oils, 300,000 tons for condiments, and 500,000 tons for rice and flour, supported by a nationwide marketing network [7] - Luhua holds a 6.7% market share in the packaged edible oil industry, ranking third behind Yihai Kerry and COFCO, and leads the high oleic peanut oil segment with a 34% market share [7] Group 4 - The recent restructuring and capital increase indicate Luhua's intent to prepare for an IPO amidst intense competition in the edible oil industry [6] - The competitive landscape includes established players like Jinlongyu and COFCO, with Luhua's potential listing expected to enhance industry concentration [6] - Challenges remain for Luhua, including raw material price fluctuations and the need for effective strategies to maintain growth and competitiveness post-IPO [8]

Report Summary 1. Report Industry Investment Rating - No relevant information provided. 2. Core Viewpoints - Palm oil: Near - term fundamental improvement in production areas is limited, and reverse spread strategy can be used [1]. - Soybean oil: International oil prices have declined, leading to a correction in the unilateral price of oils and fats [1]. 3. Summary by Directory 3.1 Fundamental Tracking - **Futures Prices**: Palm oil main contract closed at a price with a daily - session decline of 0.19% and a night - session decline of 0.94%; soybean oil main contract closed at 8,520 (daily - session) and 8,126 (night - session) with daily - session decline of 0.37% and night - session decline of 0.71%; rapeseed oil main contract closed at 9,721 (daily - session) with a decline of 0.05% and 9,680 (night - session) with a decline of 0.42%. Other futures prices also showed different changes [1]. - **Trading Volume and Open Interest**: Palm oil main contract had a trading volume of 660,926 hands with an increase of 59,433 hands and an open interest of 489,038 hands with a decrease of 14,902 hands; soybean oil main contract had a trading volume of 391,600 hands with an increase of 17,077 hands and an open interest of 608,427 hands with a decrease of 10,676 hands; rapeseed oil main contract had a trading volume of 377,684 hands with an increase of 72,108 hands and an open interest of 393,879 hands with a decrease of 9,284 hands [1]. - **Spot Prices**: Palm oil (24 - degree) in Guangdong was priced at 8,800 yuan/ton with a decrease of 20 yuan; first - grade soybean oil in Guangdong was 8,370 yuan/ton with a decrease of 40 yuan; fourth - grade imported rapeseed oil in Guangxi was 9,780 yuan/ton with no change [1]. - **Basis and Spreads**: Palm oil basis in Guangdong was 280 yuan/ton; soybean oil basis in Guangdong was 244 yuan/ton; the spread between rapeseed oil and palm oil futures main contracts was 1,201 yuan/ton, etc. [1]. 3.2 Macro and Industry News - **Palm Oil in Malaysia**: From June 1 - 20, 2025, Malaysia's palm oil yield per unit area increased by 2.67% month - on - month, oil extraction rate decreased by 0.03% month - on - month, and production increased by 2.5% month - on - month [2]. Malaysia exports about 50% of its products to Nigeria as palm oil, with an export value of $600 million in 2024 [4]. - **Palm Oil in India**: There may be a shortage and supply disruption of edible oil in India due to the congestion at Kandla Port, where several palm oil - carrying ships from Indonesia are waiting to unload. India's soybean oil imports in June are expected to decline by 18% month - on - month, reaching the lowest level in four months [4]. - **Soybean in the US**: The good - to - excellent rate of US soybeans is 66%, lower than the market expectation of 67%; the sowing rate is 96%, lower than the market expectation of 97% [5]. - **Soybean in Brazil**: Brazil exported 9,026,124.24 tons of soybeans in the first three weeks of June, with a daily average export volume 8% lower than that of the whole month of June last year [5]. - **Rapeseed in the EU**: The EU's crop monitoring agency predicts that the rapeseed yield per unit area in 2025 will be 3.18 tons/ha, up from 3.17 tons/ha last month [5]. 3.3 Trend Intensity - The trend intensity of palm oil and soybean oil is - 1, indicating a bearish view [6].