Kurt Caramanidis's questions to S&W Seed Co (SANW) leadership • Q2 2025
Question
Asked about the VBO joint venture, specifically about any constraints from Shell on selling S&W's position during the strategic review and the potential for the Camelina business to ramp up next year. Also questioned if the company had considered moving to the OTC market to reduce costs.
Answer
The company expects the VBO/Camelina business to continue its ramp-up. Regarding the monetization of their VBO stake, they could not provide specifics but stated the board is considering all options to enhance shareholder value. They acknowledged the high cost of being a publicly traded company and confirmed that considering such efficiencies is part of the strategic review process.