RE:RE:To MidtownGuy I should also mention that the renewable natural gas folk have all kinds of competition within the sector. It's a blood red ocean and getting worse. It's partly why XBC is acquiring. They are ripe for being picked off themselves.
PYR has way less competition in general plasmas science, and zero competition (due to the wide patent moats) in the two targeted growth zones of iron ore pelletization and plasma produced nano-silicon. That's blue ocean, and that's where monster gains are found.
MidtownGuy wrote:
I've bought and sold XBC several times actually. I watch them pretty closely. TT is a smart guy but he's often right because of the sheer number of predictions he makes. He's been wrong often too.
Long term I prefer Greenlane (as do many analysts). I like the business model better. XBC to me over pays for businesses that don’t really have free cash flow; good private companies that everyone draws a big salary from, but there is nothing left over for equity holders. I think Greenlane has a clearer runway. I like the renewables space, and it's hot right now. But overall the jury is still out on RNG. It's not nearly as low carbon as promoted and production costs are way too high. Just an opinion. Time will tell.
More importantly, I'm betting bigger on PYR. The tech is more straightforward and the carbon reduction more obvious and immediate. There's no fudging of numbers to appear more green than it is, as there is with RNGs.
sumpineh wrote: The only person that I have any respect for on this BB.I still can not understand why you picked this stock over XBC. I know TT can be a little much at times but he has been spot on in his predictions'Now they have just made another accretive acquisition in Europe. You might want to revisit the situation. Better late than never.I feel like this PYR has some growing pains ahead.