Pyrogenesis Canada Inc T.PYR

Client A VALE probability, numbers & economic sense SUMMARY!

[developbc]

Hey guys here is some very conclusive findings connecting the dots and put 2 and 2 together with all the information at hand. Sorry it is bit long and we know the bashers are going to hate this.  

Client A probability it is the biggest giant ,VALE, is extremely high and the numbers make huge sense to move asap w PYR! 

VALE Iron Ore Producer / Salient Points:

• $57Billion USD maket cap .
• Biggest iron ore pelletization international producer in the world
• International producer with 19 plants[10 in Brazil, 2 in China, 2 in Oman, 4 JV with BHP Biliton, 1  currently out of operation]
• $2Billion USD earmarked/budgeted specifically to lower Vale's GHG emissions by 33 % in less than 9 years(2030)
• Reduction target of 9.5Million tons of GHG emissions  
• $2B/9.5M = $210.53 USD price per ton allocated..very important facts as you see the correlaton

Pyrogenesis correlation & relevance / Salient Points:

• Vale stated in their sustainability report(p97) to decarbonization of metallurgy and using electric processes to accomplish that...."One of the main curren programs of the company is PowerShift, which seeks to boost innovation and technologies for the effective reduction GHG emissions in operations...."
• Pyrogenesis’ first NR for this client on April 30 stated that the client is an ‘international producer’ of iron-ore pellets with over 10 plants requiring plasma torches
• June 11, 2020 Pyrogenesis NR states the use of PYR's plasma torches could result in at CO2 reduction in excess of 350,000 tons per yer per plant *THIS IS OF HUGE IMPORTANCE*
• Vale's utilizaing PYR's torches per plant: 350,000 tons/year x $210.53USD/plant = $73.7Million USD/year
• Economics effectiveness per torch:  $73.7M USD/50 torches per plant=$1.474M USD is $2M CDN  
• $2CDN is the base minimum Vale can budget for each PYR plasma torch.  Add Gov't grant $, carbon credits and avoiding fines/penalties, appeasing investors etc...we can easily conclude $3M CDN NPV valuation at very base min. per torch as Peter stated. 
• PYR is the ONLY game in town who is the only induration plasma torch application granted patent!
• On July 2, Pyrogenesis announced that the subsequent phases of the benefits of transitioning to plasma torches were extended by 6 weeks in order to incorporate the additional data into an ‘ideal plasma torch configuration’ for this client, with the ultimate goal being to eliminate GHG emissions from all their plants. “Barring any unforeseen events, we believe that it is entirely reasonable that initial torch equipment purchases will be placed in Q3 2020.”
• Only a few days later, July 6, Vale announced plans to offer notes due 2030 and July 7 there is the US $1.5B offering due 2030. The timing of the offering and the dollar value heavily leans towards everything coming together...very strongly!

Reconcilion of facts on hand:

• 18 plants @ 350,000 tons/year reduction of GHG w PYR torches = 6.3Million tons/year of reduced GHG emissions .  Compare that with Tesla 3.6Million tons over 3 years to day. Vale can almost double that inredible feat in the 1st year utilizing PYR's torches
• Highest and best case with full swap out of all of Vale's 18 plants: 18 x 50 torches/plant = 900 torches. 900 torches x $3M/torch =$2.7B torch sale @67% margin = $1.809B profit [ based on Sweden Rise contract of $1M w small profit cab deduce $3M would carry 67% profit margine spread at base min]. 
• Add 5% recurring revenue for maintance 20-30 years useful economic life of torches = $135M/year [very high profit margin as only one service center PYR]. I will let you guys use your own P/E ratios of 20,30 etc....

Client B , C and beyond...till next time bc this is monterous huge enough for today and it would be hard to wrap our heads around this bc it is that huge.  This is only one division in 1 industry...PYR has other massive divisions that can and will morph into greatness you can be sure of that!

TIP OF THE ICEBERG!!!!!!!!!!!!!!! - PYR CEO

[LivingTheDream1]

Developbc, Great analysis as usual. Definately will attract interest. Compelling to say the least. LTD1

[Carsonagenic]

Awesome DD as always Develop. The time and effort you put into this is incredible, and believe me we ALL appreciate it. Long and Strong! Tip of the Iceberg

[CndnBacon]

Excellent synapsis DevelopBC, I have ZERO doubt in my mind that VALE is Client C....none! Whats even MORE exciting is they have JUST RECEIVED the Financing they require for converting 10 plants in one shot!! Looks lile PYRs getting a MASSIVE DOWN PAYMENT in 2020!!! This is going to ROCKET the SP well past the $10 mark on TSXV....get us UPLISTED and Look OUT!!! CRAZY.....

[CndnBacon]

Ummmmm....Client A I meant to say.....DAMNYOOO STOCKHOUSE, GET US OUR EDIT FEATURE....ITS 2020 FOR GAWD SAKE!!

[Aarman4]

Developbc, Cheers to you and your hard work with that post! Feel free to repost it after our gremlins wake up again on Monday, lol! 2 ice cold beers in your honour, each! Cheers!

[topseeker]

 Job well done, very well done. Much appreciated your efforts in this terrific write up. I noticed that upon 39 min. of your releasing this Blog, you had 277 reads. 1 hour and 57 min. into it, you are already @ 628 reads with 30 Likes.   A Big Yes, that this has caught the eyes of many !!  Congrats and Thank You,  Sincerely,  Topseeker

[Ilocanuck]

Indeed, only tip of the iceberg!  Kudos to you, DevelopBC for your enlightening analysis..Thanks.

[CndnBacon]

And bumping up Developbcs post so they are together

[wealthyjr]

It certainly could be VALE.  All I can say is if VALE is Client A, then we have a MONSTER!  GHG with PYR Torches is just one division making it possibly more valuable than Tesla?

[Teeoff01]

PyroGenesis plasma applications are going to disrupt the entire Industrial Sector, to compare PyroGenesis to Tesla may seem farfetched to those who don't understand this company, but the reality is that eventually, that may ultimately be the case as Tesla is essentially a SW company masquerading as an EV and Grid Storage provider.  Compare that to PYR, with Metal Recovery, Waste

[analyst8]

Great work developbc! Thank you for sharing your findings.

[developbc]

Just combining the two related posts together so makes good sense: Vale $1.5Billion note maturity/GHG target date are the same! Thanks for all the kind words guys.   One thing I forgot to highlight which is quite important: The Notes maturity is 2030 the exact same target date Vale set for 33% reduction of GHG which is also on 2030: (Vale) in a SEC-registered

[CndnBacon]

[BCONTVentures]

Excellent post developbc, thanks for all your hard work and due diligence.  Exciting times!  Just the Tip of the Iceberg!  Go PyroGenesis Go!!!

[developbc]

Most welcome BCONTV....thanks for the kind words and others too. I've never been involved like an investment like this it is truly once-in-a-lifetime watching this develop from the ground up that's about surely morph into something unimaginable... Yes indeed it really is just tip of the iceberg!

[Takeactionnow]

While PYR may turn out to be a great investment, any serious evaluation has to take account of early stage issuer and execution risk, both of which are high. Accordingly, this cannot be called "the investment of a lifetime". In the U.S., SEC prosecutions have got convictions on promoters and salesmen using just this language. Let's tone it down a little. The story is good, and doesn&

[96KLITE]

With PYR starting to fire on all cylinders, it has been de-risked to such a degree that it would only fail if someone such as yourself were running the company. I'm certain a shorter would love to see that. We have a 1 in 3 chance of getting the first contract at a moments notice. Then it will be "Check" and "Mate" Bad news for your Mom is you'll still have to live in

[Takeactionnow]

Thanks for my daily laugh!!!

[YQTlanding]

Requires a bump up. This is factually information. Keeping it real.

[BCONTVentures]

Excellent post developbc!  Worth reading again.  Exciting times!

[developbc]

Thanks BCONTVentures for kind words.  Yes indeed very exciting times.   Vale would be absolultey massive and could be very high chance it could be.  But one thing we know..all the of the biggest industry leaders have reached out to PyroGenesis as Peter stated!!

[BCONTVentures]

Here's a great post regarding Vale and the probability that it is Client A. Thanks to developbc for this! Exciting times! Long and Strong in PyroGenesis! [/quote]

[developbc]

Most welcome BCONTVentures...thanks for gleaning thru my posts.  I did update this July post actually in early August...so wanted to respond to this and let everyone know please refer to newest post in this regard. I will go try to find it and repost that one.  SH doesn't have a search engine so it might take a few mins.  LONG AND STRONG PYR!!!!!!!!!!! [/quote]

[Olderguy1]

Developbc well done ! Excellent work as usual. My hat is off to you ! [/quote]

[sandysouci]

reading this makes me SCARED... but in a good way... WTF will happen to the share price if it does turn out to be Vale, and even 1/4 of this pans out???... personally I am hopeful for approximately $7-9 by year end (was $8-12 before McWhirter crushed the momentum), but who knows?... obviously depends much on the deal size total... possibility of a short squeeze is a huge wildcard... so totally

[Purpledriller]

AMAZING developbc....we all thank you big time!! Bumping this up where it deserves to be.  Bashers will come try to push good DD down with one sentence garbage ..so everyone should rebump the original post from time to time..over 1400 views 48 thumbs up...let's get the thumbs up to over 100 as this is monumental DD: https://stockhouse.com/companies/bullboard?symbol=v.pyr&postid

[Aarman4]

Once again, this post should be a sticky at the top. GREAT INFO FOR NEW FOLKS! Here is the link! https://stockhouse.com/companies/bullboard?symbol=v.pyr&postid=31258187 Cheers!

[96KLITE]

Almost 50 thumbs up and 1500 views! Excellent DD Developbc.

[Purpledriller]

Yes indeed here is the original post link to thumb up as it deserves : https://stockhouse.com/companies/bullboard?symbol=v.pyr&postid=31258187 I just spent the last two hours reading up on everything and I'm telling you this is absolutely unbelievable.... very strong indication it is indeed VALE!!!!

[ArnoldLayne]

[Takeactionnow]

Old (W A Y overpumped!!!) post.

[MakeItRain1]

Well that's enough of you. One and only on my ignore list.

[Takeactionnow]

Thank you! Now many of you see how boring your constant drivel is. Try to improve your standard and this will be a better board. Enjoy the rest of the day!

[gigNova]

Seems certain Vale is client A.  As someone else mentioned I think LKAB is one of the other clients, probably B.  Definitely more parts of the puzzle falling into place.  Just look at the increased activity from I individuals attempting to sow doubt and post drivel in  their responses like TakeActionNow....I have taken action and added him/her/it to my ignore list.

[developbc]

This is really tip of the iceberg...the thought of this being just one client amongst many in just one industry from Pyrogenesis one division.   Pyrogenesis other divisions are equally as massive. Pyrogenesis is like a mini fund!   On the launch pad ready to take off into stratosphere. 

[BCONTVentures]

And remember this is only one business line/division of PyroGenesis that we are talking about.  Like you mention developbc, PyroGenesis is like a mini fund.  When you purchase a share in PyroGenesis you are purchasing a share in a company that has many business lines/divisions that are being executed upon.  PUREVAP, Drosrite, 3D Printing/Additive Manufacturing, US Tunnelling, US

[CndnBacon]

Excellent DD regarding VALE as Client A Candidate...

[vers1demainvert]

[meetballs]

This post has been removed in accordance with Community Policy

[Kongratulation]

Love the irony in your comment... Maybe it time for you to take your own advice...

[gizmo66]

Time to put meathead on the iggy list