ReGen III (ISRJ.F) Conference Transcript

Summary of ReGen III Conference Call - August 07, 2025 Company Overview - Company Name: ReGen III - Ticker Symbols: ISRJF (OTCQB), GIII (TSXV) - Industry: Cleantech, specifically focusing on the production of lubricating base oils from used motor oil Core Points and Arguments 1. Business Model: ReGen III transforms used motor oil into premium Group II+ and Group III base oils, addressing a growing supply-constrained global market [4][6][11] 2. Market Demand: There is a rising demand for Group III base oils, which are considered the gold standard in performance lubricants, while supply remains limited and heavily reliant on imports [5][18] 3. Cost Efficiency: The company claims to produce Group III base oils at significantly lower costs than virgin producers, providing exceptional margins and a sustainable competitive edge [6][10][33] 4. Environmental Impact: ReGen III's process is positioned as a circular economy solution, converting hazardous waste into high-value products, thus reducing environmental harm [11][22][46] 5. Market Opportunity: The global demand for Group III base oils is expected to double by 2050, with only 1-2% of current supply coming from re-refined sources, indicating a significant market gap [26][47] 6. Strategic Partnerships: The company is in advanced discussions with major oil companies and global blenders for strategic partnerships and offtake agreements, indicating strong market interest [16][36] 7. Texas City Project: The flagship project in Texas City aims to be the largest re-refined Group III facility in North America, with a capacity of 5,600 barrels per day [39][42] 8. Feedstock Supply: ReGen III has secured letters of intent for over half of the required feedstock for its Texas City facility, ensuring supply stability [57] 9. Regulatory Alignment: The company’s operations align with the push for clean energy and domestic manufacturing in both the US and Canada [37][48] Additional Important Content 1. Leadership Experience: CEO Tony Weatherill has over 35 years of experience in the oil and petrochemical industry, enhancing the company's credibility [12][13] 2. Technological Edge: The company holds 32 global patents for its proprietary process, providing a defensible position in a market demanding change [15] 3. Market Positioning: ReGen III is not just competing on cost but is focused on delivering a premium product that commands a price premium of 40-50% over Group II and Group I oils [18][29] 4. Future Expansion Plans: The company plans to target multiple follow-on projects across the US, Europe, Asia Pacific, and the Middle East, indicating a roadmap for global expansion [47][54] 5. Investor Opportunity: The current market cap of $30 million Canadian is viewed as a disconnect from the company's potential, presenting an opportunity for early investors [49][51] This summary encapsulates the key insights from the ReGen III conference call, highlighting the company's innovative approach, market potential, and strategic initiatives.