Pyrogenesis Canada Inc T.PYR

Pyrogenesis CEO response to torch competition

[developbc]

On the risk of getting attacked for reposting facts bc someone who is asking question in this regard...OR trying to cast doubt. PLEASE put me on ignore IF you are LONG and are irritated by my posts.  LONG AND STRONG PYR!

 

Hey guys here is Pete's answer on torch competition PLEASE READ CAREFULLY to fully know and understand why there is of little concern  : https://agoracom.com/ir/PyroGenesisCanada/forums/discussion/topics/740540-torch-competition/messages/2267431#message

Link HERE

 

Mr. Pascali, 

 

Congrats on the induration progress and hopefully contracts will be inevitable. 

 

Naturally though... I have a question(s). Since several other large companies manufacture plasma torches I wonder how big your moat is around this technology and market. 

 

With competition like ESAB and Komatsu in the torch business could these larger companies easily enter this market with their own variation? 

 

In comparison to Drosrite which appears to have a very strong moat, in that it would be difficult to create a variation or compete without a patent violation. How confident are you that the Induration torches will be able to gain market share and maintain competitive advantage? 

 

As always thank you for your time. 

 

HK 

 

Hilbertk,

 

Good to see you again.  Good questions.

ESAB and Komatsu make torches for plasma cutting that have nothing to do with our torches: not the same type of technology (transferred arc vs. non transferred arc, much lower power than our torches.)

 

In my opinion they would have significant barriers to entry: they would need to develop technology development from scratch and they would need to obtain a license from us as our patent has pretty much prevented anyone from using torches in induration furnaces.

 

I am not concerned about them.

 

Of course, we do not rest on our laurels, and as such our goal is to leverage our first mover advantage into market share and increasing competitive advantage through continuous improvement (and of course: cross selling)

 

Hope that helps,

 

Peter

[vers1demainvert]

Very pertinent post like always developbc. This answer you give us below is the reason we need you to stick around no matter what the idiots who complain about re-posting valuable info say.Thanks again.

[vers1demainvert]

Important read for doubters out there.

[fdfd12]

Vers1, respectfully I have said this many times. This is a great post but why isn't the stock going up. We can't wait for this thing to move. I need $10 NOW With this type of info, it should be higher that this why isn't it. We need results not info. Like another guy wrote a few days ago, this is like a hockey game and our team has 50 shots and the other team has 10 shots but we are

[Klamjam]

Eh respectfully it isn't getting that frustrating. This is a very new company. Big swings in price are expected. While I get what you are saying with your analogy, this isn't a hockey game. I'd rather Peter take his time, and ignore the noise of price fluctuations. Focus on achieving the best possible contracts, and then let the results speak for themselves. This company has huge

[fdfd12]

Let's hope you are right!

[Tcheck]

there were no big swings in stockprice till mac whirter sew doubts about torchsales . even when management states the contrary the doubters linger on . pyr will take the bull by the horns and make this company better all the time

[fdfd12]

Doubters are saying like McWirther said, 1 or 2 torches. Bulls are saying 50 torches. Who are we supposed to believe!

[Tcheck]

not difficult to answer you have the source and the rumor

[ArnoldLayne]

We went from winning 6-0 to winning 6-3. Better that way imo. Pure spec play here but management tells us big things are coming. I trust them, as market seems to do also. Market raise it to 6$+ on pure spec, buyers are in and new money need to come in to break the trend. All is good imo, frustrating certainly but lets not forget that when things confirms, aka torch orders$$$, real money will drive

[fdfd12]

Very very true. When you go from .70 to $6 then back to $3.60, it is like you were leading 6-0 and now it is 6-3. Very true

[Tcheck]

6 - 3 at half time game is far from over

[BCONTVentures]

Thanks for all that you do developbc, your research/information/due diligence has definitely helped me out (and I'm sure countless others too).  It was through your posts/research/information that I invested into HPQ Silicon.  Many thanks, I find your posts excellent (and bump them up too because I consider them to be of such high quality). Thanks again for all you do! Long and

[sandysouci]

YES, this MUST be reposted because of the attack being launched by fdfd12, which needs to be stopped in its tracks... thanks developbc, we are lucky to have you here...