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PyroGenesis Inc T.PYR

Alternate Symbol(s):  PYRGF

PyroGenesis Inc., formerly PyroGenesis Canada Inc., is a Canada-based high-tech company. The Company is engaged in the design, development, manufacture and commercialization of advanced plasma processes and sustainable solutions which reduce greenhouse gases (GHG). The Company has created proprietary, patented and advanced plasma technologies that are used in four markets: iron ore palletization, aluminum, waste management, and additive manufacturing. It provides engineering and manufacturing expertise, contract research, as well as turnkey process equipment packages to the defense, metallurgical, mining, additive manufacturing (including 3D printing), oil and gas, and environmental industries. Its products and services include plasma atomized metal powders, aluminum and zinc dross recovery, waste management, plasma torches, and innovation/custom process development. It offers PUREVAP, which is a high purity metallurgical grade silicon and solar grade silicon from quartz.


TSX:PYR - Post by User

Bullboard Posts
Comment by Aarman4on Jul 22, 2020 1:13pm
186 Views
Post# 31302874

RE:RE:Think about this

RE:RE:Think about this
Thank you, just I have multiple times seen folks project EPS, P/E ratios based on several billion dollars in one year.

Personally, I think 3 years is still incredibly optimistic.

I think 10 years for the contract is far more reasonable, maybe as low as 6 or 7 for each customer. This does not of course include any servicing and maintenance revenue.
By my napkin math we realistically could be seeing annual revenue of $100M $200M in revenue in a couple of years, but not $1B. 


You will find fewer people here that are more conservative than I am in regards to share pricing and potential revenues, but I respectfully disagree with you on this, and HERE IS WHY:
  1. CEO has stated that the company has manufacturing facilities and parts suppliers shored up specifically to meet projected demand that he sees.
  2. CEO has stated that the torches are bolt on replacements, without a need to have any sort of impact on the production line of the iron ore pelletizers.
  3. News releases and due diligence combined, along with questions answered by the CEO, point to a highly likelihood that client a is VALE, and the order is likely for 500 torches at a cost of $3M USD each.

I'm not taking issue with your projections of $100m/200m per year, I just feel that the difference between that line of thinking and the $1.5b/$3b, is merely scale of manufacturing.

I personally, despite my extremely conservative investment views, believe that Pyrogenesis has positioned itself to move thousands of torches per year, as I also believe the market is there, and I believe the CEO understands this as well. If they can move that many torches, the revenue will be there in a very tight time frame.

Cheers!
Bullboard Posts