MazerRR wrote: A lot of what I’m saying below has been repeated already, some is new, just putting my 2 cents out there.
IRON PELLET CONTRACT: I agree with you guys, the potential Iron Ore pellet contract is a game-changer, and we’re all excited… to those of us who have done a significant amount of DD it appears that there is a very good chance this first deal will go through ($150 million for 1 plant to potentially $1.5B++ with maintenance fees for all 10+ plants!). Nothing is 100% certain though so don’t let anyone else tell you otherwise.
… Now whether it is in a month or 3+ months, does it really matter? Contracts of this size take time, and besides the dollar value associated with it should be well worth the wait. Patience is a virtue. Mr.Pascali did say that things are moving ahead very quickly, a good sign, still it’s easier to stay calm when you moderate your expectations on timeframe - shareprice volatility is a scary thing for anyone, but more for those who are just here to make a quick buck.
Mr. Pascali has said that the final stages of the modeling contract will be done at the end of Q2 (end of July). In my opinion this is the very earliest that the contract will be signed. One of the things being done during the final stages of modeling is to ‘
further quantify the benefits of transitioning to plasma’… part of this I believe, is to
figure out how their plasma torches can improve the induration process in Iron ore pelletization.
On Agoracom, in response to one of Topseeker’s questions, Mr. Pascali basically confirmed what we hoped, that they are looking into both pellet quality and throughput improvement potential during the testing. He hinted that they ‘have ideas’ on how to do this, so you can expect that the testing will likely continue all the way until the end of Q2 to figure these things out to the nth degree. Upon completion of the modeling, going through these findings and using them to bolster their contract position, is also a reasonable expectation.
Going back to the contract value, beyond the immediate effect a signed torch supply deal would have on the share price, the huge boost in revenue gives Pyrogenesis extra capital for expansion of all of their plasma applications. That’s a lot of money and there are many areas it can be well spent.
EVERYTHING ELSE: In the meantime… because of the growing interest in Pyrogenesis’ torches for burner replacement, it’s reasonable to expect to get more NRs with other businesses in Iron Ore pelletization / Steel production / etc. within the next few months, while we wait for further news from the Iron Pellet producer. There are lots of companies that need burner replacement, in many industries, it’s insane how this could snowball after just one contract.
There are so many other things that can happen this year, DevelopBC and others have posted about them but for emphasis:
3D additive powders (honestly, I feel this is where things can surprise this year, there’s been little news released by the powders division in recent months but you can be sure they are hard at work):
- PyrogenesisAdditive AM powder now validated by premier Aerospace company – will there be others?
- Spinoff of PyrogenesisAdditive
- AM powder sales outside Europe
- Aubert & Duval EU partnership news
DROSRITE: - News from Japanese trading house
- New deals for Drosrite equipment sales
- New tolling Agreements
USA Military Pawds: - A deal for $12.5M for PAWDS on 2 aircraft carriers is expected as soon as the aircraft carriers are approved… it’s basically a done deal once this happens, Pyrogenesis was even told to expect that a deal was ‘imminent’ a while back, we can be patient on this one.
Waste Destruction: - (Countless applications!)
Tunnel/Boring: - This one I expect to take a while to come to fruition, there will be lots of modeling, testing, and detailed work needed if this contract is with the company some of us are speculating. Lots of potential here, and it’s an exclusive contract. Could be more money coming in via the exclusive agreement this year.
PUREVAP: This is one of Pyrogenesis’ plasma technologies where you can reasonably expect several more NRs this year (whether through Pyrogenesis/HPQ news releases).
- Pyrogenesis and HPQ are turning their focus in the short term on Silicon nanomaterials from the PUREVAP SiNR, and to getting these materials out to battery manufacturers and research institutions as quickly as possible. They’re also working with Apollon on Silicon wafers for Li-ion batteries.
- The Solar grade Si work is ongoing, with both Pyrogenesis and Apollon. For there to be any meaningful develop in commercialization testing they’ll need to complete the PUREVAP Gen 3 pilot plant (50 tons/year production scale). The completion of the pilot plant is expected this year. This will definitely be big news once it's completed.
If you’ve done your DD and are confident in Pyrogenesis’ future, all the hype and fearmongering about the Iron pellet contract is just noise, we’re now stuck in a waiting game.
Looking at the BIG PICTURE, the company is about far more than just this contract; the multi-faceted potential in Pyrogenesis’ plasma torch applications is there for all to see… just look back at the developments I listed, that’s only a fraction of what could be announced this year, off the top of my head and based on what others listed (I made a longer list a few weeks back but can’t find it lol). Any of these is big news for the company and its shareholders! I'm not worried at all about the future, so many things can happen from here on and the Iron Pellet contract is just the start.