SDOT

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Sadot Generated Over $700 million in Revenue in 2024 and just reported $132.2 million in consolidated revenue for first quarter—a 24.1% increase over the prior-year period

Sadot Group Takes Stake in High-Integrity Blue Carbon Project in Indonesia - Expanding its Commitment to Decarbonizing Global Supply Chains x

They completed 76 transactions of over 0.2 million metric tons of agri-commodities throughout 17 different countries during the first quarter 2025

Check Out the Investor Presentation Here

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Hello Everyone,

Our last profile went wild on news that was released later on during the session. It opened at .51 after a gap and broke 1.00 that session before algorithms took over and brought it back down. It was a pure DOUBLE from the open. That wasn't the only mover we focused on last week. Last Wednesday's profile opened at 7.88 and it broke 10 bucks two sessions laster.

We have something brand new to focus on for tomorrow's session. This is another company that we have not profiled before and are excited to bring to your attention.

This company has A LOT going on right now. This is a company producing north of $700M in revenues and first quarter results scream 700 and then some for 2025.

This one just closed green for five straight sessions before pulling back slightly today with some healthy profit taking.

Right now is a great time to research SDOT.

Sadot Group Inc. has rapidly established itself as an emerging player in the global food supply chain. Sadot Group provides innovative and sustainable supply chain solutions that address the world's growing food security challenges.

It currently operates within key verticals of the global food supply chain including global agri-commodity origination and trading operations for food/feed products such as soybean meal, wheat and corn, and farm operations producing grains and tree crops in Southern Africa.

SDOT connects producers and consumers across the globe, sourcing agri-commodity products from producing geographies such as the Americas, Africa and the Black Sea and delivering to markets in Southeast Asia, China and the Middle East/North Africa region.

They are headquartered in Burleson, Texas with subsidiary operations throughout the United States, Brazil, Canada, Colombia, India, Israel, Singapore, Ukraine, United Arab Emirates, South Korea and Zambia.

Sadot’s business model is very simple: find inefficiencies in the global food supply chain, and profit from them. It could be soybean, wheat, corn, or pulses. Sadot sources products from one part of the world and delivers them to another, capturing pricing spreads based on geography, commodity cycles, and currency fluctuations.

SDOT legally takes possession of goods, executes financing agreements, and manages logistics from start to finish. It’s not a broker. It’s not an intermediary. It’s an international operator with a presence in the USA, Canada, Brazil, Zambia, Korea, Mauritius, Dubai, and beyond.

This model allows SDOT to move quickly, scale effectively, and capture high-margin opportunities that slower legacy players often miss. And here's the deal—as the world’s population grows and more land becomes unsuitable for farming, this arbitrage engine becomes not just valuable—but necessary.

On a trailing basis, SDOT trades at a P/E ratio of just 3.3x, compared to a sector median of 10.4x, according to S&P Global. With a tight public float of only about 6.2 million shares—and no in-the-money options or warrants—the upside leverage here is significant.

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They had some huge news today that sent it flying all the way back to 2.30.

Sadot Group Takes Stake in High-Integrity Blue Carbon Project in Indonesia - Expanding its Commitment to Decarbonizing Global Supply Chains

Sadot finalized all the documentation required for its 37.5% stake ownership in the Special Development Group (SDG)
Expected to issue 1.1-1.2 million verified carbon credits from peatland and mangrove which are among the world's most effective carbon sinks
Partnership reinforces Sadot's role as a next-generation agri-food company - combining operational excellence with environmental innovation to drive sustainable value
McKinsey and BCG forecast nature-based credit prices could increase 3x-10x by 2030

BURLESON, TX / ACCESS Newswire / July 23, 2025 / Sadot Group Inc. (NASDAQ:SDOT), ("Sadot Group", "Sadot" or the "Company"), an emerging player in the global Agri-food supply chain, announced today its strategic entry into a landmark nature-based carbon project in Indonesia's Riau Islands - marking a significant milestone in its mission to decarbonize commodity supply chains through scalable, nature-positive solutions.

Sadot received its 37.5% equity stake in the Special Development Group (SDG) - the local entity holding full project rights in formal partnership with 11 indigenous coastal communities across the Riau archipelago. The project focuses on the restoration and long-term protection of peatland and mangrove ecosystems, among the world's most effective natural carbon sinks.

A share of these credits will also be used to directly offset emissions from Sadot's operations, further strengthening its net-zero roadmap.

"This project brings operational synergy to Sadot while supports our decarbonization goals across our grain, protein, and logistics verticals," said Chagay Ravid, CEO of Sadot Group. "Nature-based carbon is becoming central to how supply chains will be financed, regulated, and measured in the years ahead, and we are exploring making it a core part of our operational and financial strategy."

Recent research by McKinsey & Company and BCG indicates that prices for high-quality, nature-based carbon credits could rise by 3x to 10x by 2030, driven by increasing corporate demand, regulatory tightening, and growing scrutiny around offset integrity.

SDG has advised that the initiative is expected to generate between 1.1 and 1.2 million high-integrity carbon credits in its first issuance cycle, verified under internationally recognized methodologies. Validation is planned under the VM0007 (REDD+) and VM0033 (Tidal Wetlands Restoration) methodologies, ensuring full compliance with the highest global standards for nature-based carbon projects.

This move builds on Sadot's broader ESG strategy, which includes regenerative farming pilots, lower-emission logistics, and traceable sourcing models. By embedding nature-based solutions at the core of its operations, Sadot is advancing a future where food production and environmental restoration go hand in hand.

SDOT First Quarter 2025 Results

Q1 Net Income Increases to $0.9 million, EBITDA Rises to $2.5 million, Revenue Up 24.1%

Dilutive EPS increases to $0.18, improving by $0.24 from prior year

BURLESON, TX / ACCESS Newswire / May 14, 2025 / Sadot Group Inc. (NASDAQ:SDOT) ("Sadot Group", "Sadot" or the "Company"), an emerging player in the global food supply chain sector, today announced its financial results for the first quarter ended March 31, 2025. Chief Financial Officer, Jennifer Black and Interim Chief Executive Officer, David Hanna will host a conference call at 11:00am EDT / 8:00am PDT on May 15, 2025, to review the results. All interested parties are invited to join this call. The quarterly financial statements for the three months ended March 31, 2025, are available on the "investors" section of the Company's website (www.sadotgroupinc.com/sec-filings) and can also be found on www.sec.gov.

First Quarter 2025 Financial Highlights

Consolidated revenues of $132.2 million
- 24.1% increase over the prior year period
Net income increased to $0.9 million
- Improvement of $1.2 million, over a $0.3 million loss in the prior year period
EBITDA of $2.5 million
- $2.5 million improvement from Q1 2024
Dilutive EPS improved to $0.18 compared to a negative $0.06 in the prior year period
- Up $0.24 compared to a negative $0.06 in the prior year period
Working capital surplus of $21.9 million
- Compared to $20.5 million as of December 31, 2024

Strategic and Operational Highlights

Completed 76 transactions of over 0.2 million metric tons of agri-commodities throughout 17 different countries during the first quarter.
Initiated the first trade from our newly established Sadot Korea subsidiary delivering commodities from Australia to Kenya and other countries.
Sadot Canada, Inc., entered into a management services agreement with a leading supplier of pulses and specialty crop ingredients to the North American pet food industry.

All numbers disclosed in this report are the amounts attributable to Sadot Group Inc. and exclude the portion related to the non-controlling interests. All share based numbers are split adjusted.

Sadot Group Inc. Announces Management Services Agreement Between Subsidiary Sadot Canada Inc. and Big Sky Milling Inc.

Agreement Strengthens Participation in the North American Pet Food Ingredient Supply Chain and Enhances Export Infrastructure

BURLESON, TEXAS / ACCESS Newswire / April 24, 2025 / Sadot Group Inc. (Nasdaq:SDOT) ("Sadot Group", "Sadot" or the "Company"), an emerging player in the global food supply chain sector, is pleased to announce that its wholly owned subsidiary, Sadot Canada Inc., has entered into a management services agreement with Big Sky Milling Inc. ("Big Sky Milling"), a leading supplier of pulses and specialty crop ingredients to the North American pet food industry.

Under the agreement, Sadot Canada Inc. will provide full-scale management services to Big Sky Milling, supporting its operations and driving growth across its business. In return, Sadot will earn a monthly service fee for its management services. The agreement also grants Sadot access to Big Sky Milling's state-of-the-art facility in Bowden, Alberta for transloading and toll processing activities in support of its growing export operations, providing access to a strategically located facility in a key growing region in Canada. Sadot will earn a monthly management fee and procurement commissions while Big Sky Milling will generate toll processing revenue from Sadot's export transactions, enabling both companies to unlock operational synergies and shared growth opportunities.

"This is a win-win collaboration," said Catia Jorge, CEO of Sadot Group Inc. "Sadot expands its supply chain capabilities and export infrastructure in a key geography, while Big Sky Milling is expected to benefit from an additional stream of processing revenue and comprehensive experienced management support."

Big Sky Milling's facility in Bowden, Alberta is ideally located in the heart of one of Canada's most productive agricultural regions. Bowden offers a key strategic advantage, with proximity to major crop production zones and access to highly competitive logistics lanes serving markets across North America and globally. The facility also boasts significant capacity for future expansion, making it a strong partner for scalable growth in the both the pet food ingredients business and in exports for international trade.

The collaboration strengthens both companies' position in the rapidly expanding North American pet food market, which is valued at over $50 billion and projected to grow steadily over the next decade. As consumer demand rises for high-quality, nutritious, and sustainably sourced ingredients, especially in the premium and specialty pet food segments, Big Sky Milling's expertise and processing capabilities provide a strategic edge in servicing this dynamic sector.

About Big Sky Milling Inc.

Big Sky Milling Inc. is a leading supplier of high-quality pulses and specialty crop ingredients to the North American pet food industry. The company operates a state-of-the-art processing facility in Bowden, Alberta, strategically located in a key crop-producing region with efficient access to logistics infrastructure serving both domestic and global markets. Big Sky Milling is a wholly owned subsidiary of 35 Oak Holdings Ltd.

About 35 Oak Holdings Ltd.

35 Oak Holdings Ltd. is a private family office with a diversified portfolio of investments across real estate, agriculture, and other strategic sectors. 35 Oak focuses on long-term value creation through active investment and operational excellence in its portfolio companies.