Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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

Post by MidtownGuyon Feb 16, 2021 10:46pm
544 Views
Post# 32581586

A note about ARK’s daily buying of PYR (or selling)

A note about ARK’s daily buying of PYR (or selling)Don't get too caught up at this point in whether ARK buys PYR each day, or how much each day. The key is that it's in the fund in the first place.

There are reasons why they buy, and why they won't buy much at times, especially now:

1/ Daily share buys are based on investor inflow into the fund and with regard to maintaining the initial index weight for each company. Last Friday was the lowest of the last few weeks, so buys of all companies in the fund will be lower as a result. And the PRNT fund was down a few % points the past week.

2/ PYR is already over-weighted. It was given an initial 0.12% of the overall fund, and is currently at 0.28%, due to its rapid rise in share price since ARK first bought PYR, rapidly increasing the value of ARK's PYR holdings (and PYR's weighting %). PYR's share price is currently outrunning the fund, so continuing to buy PYR too heavily while PYR's share price continues to rise risks pushing PYR too far beyond its weighting.

3/ Until the quarterly rebalancing of the fund, it's unlikely to see a great leap in the weighing of PYR's percentage within the fund. PYR will likely never be over 1%, as the PRNT fund uses multi-factor weighting, breaking the fund down into 5 sub-sectors. The sub-sector PYR is in -- 3D Printing Materials -- has a combined cap of 2% of the overall fund, and that's currently spread across 14 companies within the group. And one company alone in that group has a 0.75% chunk.

There is a small opportunity for flex within that 2% sub-group cap, and a chance that ARK continues to allow or even increase PYR's overweighting to offset drop in some of the other 14 stocks in that sub-group, but whether that has happened or is happening would take too long to figure out, and it wouldn't amount to all that much anyway.

The next quarterly fund rebalance, which seems to be slated for end of March, may be when PYR really gets an upgrade to its weighting.
<< Previous
Bullboard Posts
Next >>