Australian Oilseeds Stock Price, News & Analysis

Australian Oilseeds Holdings Limited (NASDAQ: COOT) is a Cayman Islands exempted company that, through its subsidiaries, focuses on the manufacture and sale of sustainable oilseeds and edible oils. The business is centered on processing, manufacturing and selling non-GMO oilseeds and organic and non-organic food-grade oils for the rapidly growing oilseeds market. According to the company, it works with suppliers across the food supply chain who are focused on reducing or eliminating chemicals in production and manufacturing systems in order to supply healthier food ingredients, vegetable oils, proteins and other products to customers globally.

The company’s operations include a cold pressing oil plant in Cootamundra, Australia. Over more than two decades, this cold pressing facility has grown to become what the company describes as the largest cold pressing oil plant in Australia, pressing strictly GMO-free conventional and organic oilseeds. This plant underpins Australian Oilseeds’ ability to produce food-grade oils and related products that align with its emphasis on non-GMO and chemical-reduced supply chains.

Business focus and product profile

Australian Oilseeds states that it is engaged in the processing, manufacture and sale of non-GMO oilseeds and organic and non-organic food-grade oils. These activities support the production of healthier food ingredients, vegetable oils, proteins and other oilseed-derived products. The company positions its activities within the broader transition from conventional, more chemically intensive production methods toward approaches that seek to reduce chemicals in consumables.

Through Australian Oilseeds Investments Pty Ltd and other subsidiaries, the group sources materials from suppliers who are focused on reducing the use of chemicals in consumables. The company’s stated objective is to supply quality products to customers globally, with an emphasis on sustainability and health-oriented attributes such as non-GMO sourcing and food-grade processing standards.

GEO flagship consumer brand

Australian Oilseeds’ flagship consumer brand is GEO, which the company describes as representing Australia’s premium extra virgin cold-pressed canola oil range. GEO products are developed to meet demand for healthy, natural and sustainable edible oils in international markets. The company highlights characteristics for GEO-branded oils such as 0% erucic acid, non-GMO quality, high Omega-3 and Omega-9 content, natural Vitamin E and low trans-fat.

GEO has established a reputation in Asia in both retail and food-service channels, according to company disclosures. GEO-branded products are distributed across markets including Japan, China, Vietnam, Thailand and other Asia-Pacific markets, bringing Australian-grown and pressed oils to households and businesses. The company has also indicated that GEO is actively exploring the Taiwan market and potential strategic partners there.

Global distribution and partnerships

Australian Oilseeds positions itself as a manufacturer and seller of sustainable edible oils to customers globally. Its international expansion strategy includes partnerships and distribution arrangements in several markets. In Vietnam, the company has partnered with SMART MARKETING CO. LTD for sales, marketing and distribution of the GEO brand. This arrangement leverages an established presence across supermarkets, specialty stores and major e-commerce platforms in Vietnam.

In China, GEO products have been launched on Zhongsheng GO, a digital retail platform operated by Zhongsheng Group Holdings Limited. This launch allows GEO products to reach Zhongsheng GO’s membership base through its WeChat Mini Program and mobile app. The company’s strategic partner in China, Shanghai Maiwei Trading Co., Ltd., supported the onboarding of GEO products to this platform.

In India, Australian Oilseeds has announced a joint venture with Rajashri Foods Pvt. Ltd. to market and distribute the GEO line of cold pressed chemical-free canola oil and olive oil. The company describes India as a significant potential market for GEO, given its large edible oil market and growing interest in healthier food products.

Retail, wholesale and protein meal activities

Australian Oilseeds’ disclosures refer to growth across retail, wholesale and high protein meal categories. Retail oil revenue has been associated with expanded distribution at leading retailers in Australia and the addition of new stock keeping units (SKUs). Wholesale activities include supplying oils and high protein meals to various customers and channels. Protein meals derived from oilseeds are sold in bulk and distributed mainly to local farmers and feedlots as protein supplements, according to the company’s description of its sales mix.

The company’s packaged edible oil business includes sales of bulk oils to wholesalers who may use these oils as food ingredients or under white labeling arrangements, as well as sales of packaged oils under the company’s own branding to supermarket channels. These activities position Australian Oilseeds within the packaged foods and edible oils segment of the consumer defensive sector.

Stock listing and regulatory context

Australian Oilseeds Holdings Limited’s Class A ordinary shares trade on The Nasdaq Capital Market under the symbol COOT, and its warrants trade under the symbol COOTW. The company has disclosed interactions with Nasdaq regarding continued listing requirements, including stockholders’ equity and minimum bid price rules. In October 2025, Nasdaq informed the company that it had regained compliance with Nasdaq’s bid price requirement and approved the transfer of its listing to The Nasdaq Capital Market.

The company has also reported on its efforts to meet Nasdaq’s equity requirements, including filing interim balance sheets and undertaking transactions such as debt-to-equity conversions. For example, a related party converted a portion of outstanding loans into ordinary shares, which the company stated would reduce debt and increase shareholders’ equity by the same amount.

Corporate governance and structure

Australian Oilseeds is organized as a foreign private issuer under U.S. securities laws and files reports on Form 20-F and Form 6-K. Its principal executive offices are located in Cootamundra, Australia. The company has reported changes in the composition of its board of directors and board committees, including the appointment of independent directors and an executive director, as well as the designation of committee chairs for the audit, compensation and nominating and corporate governance committees.

The company has also disclosed the appointment of a co-chief executive officer alongside an existing chief executive officer, as well as subsequent changes in board leadership and committee membership. These governance updates are documented in its Form 6-K filings and reflect the company’s efforts to align with Nasdaq’s corporate governance requirements.

Financial profile and reporting

Australian Oilseeds provides consolidated financial statements in its filings, including statements of financial position, profit or loss and other comprehensive income, and changes in equity. These statements show the company’s assets, liabilities, equity, sales revenue, cost of sales, operating profit or loss, finance expenses and other items for recent fiscal years. The company has highlighted sales revenue growth across retail, wholesale and high protein meal categories in its press releases, as well as changes in net income or loss.

As a foreign private issuer, Australian Oilseeds uses Australian dollars in its financial statements and provides conversions to U.S. dollars for certain equity metrics when addressing Nasdaq’s equity rules. The company has referenced reviews by its external auditor in connection with interim balance sheets used to demonstrate compliance with Nasdaq requirements.

Commitment to sustainability and health-oriented products

Across its public communications, Australian Oilseeds emphasizes a commitment to sustainable oilseeds and edible oils, non-GMO sourcing and the reduction or elimination of chemicals in production and manufacturing systems. The company states that it works with suppliers in the food supply chain who share this focus, with the aim of supplying healthier food ingredients, vegetable oils, proteins and other oilseed-derived products to customers globally.

The GEO brand, in particular, is positioned around attributes such as cold pressing, non-GMO quality, low trans-fat content and specific fatty acid and vitamin profiles. The company presents these characteristics as aligned with rising demand for healthy, natural and sustainable edible oils in both retail and food-service channels in Asia and other international markets.