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.

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PyroGenesis Inc > PYR my hope, my fear

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Comment by StairwayToon Aug 12, 2021 5:46pm

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Post# 33698311

RE:RE:RE:RE:PYR my hope, my fear

Yes you are correct, we should all be expecting a loss due to strategic investment, and yes it could very be included in the SP
So would be a confirmation of said contracts and pipeline, wouldn’t it be? The market was told is coming and it’s being priced in today’s sp as per your thoughts.
My fear is the contracts agreement, if concretized, will not offset this loss in the short term.
Without 2020 HPQ investment, PYR was about breakeven on some impressive revenue increased.
Now we know that there was not a lot of revenue to show for in Q2, even fulfilling their then backlog, at a breakeven bottom line and have to record an $18,000,000 loss
Will be a disaster.
My hope is there will be a massive contract, greater than the one expected of $65M + the 36 torches, which are priced in

Pitpitcolisse wrote: Good, so you should be expecting a loss due to strategic investments, this should already be included in the SP, why fear it? Sure, shortsighted individuals will yell that the sky is falling but the fact is we all know it's coming.

What are the Q's revenue? At what margins? How much cash left? What is remaining of the backlog? Those are the thing you will learn but I guess you already knew that also..

You remind me of Captain, always pumping (fakee hopes) and bashing (oh so many fears) at the same time...

StairwayTo wrote: Here is my math "mon Pit"
I have mentioned it a few times, but since you can't figure it out by yourself, here it is again:

Fair market value of strategic investments

End of Q1 HPQ = $1.17
End of Q2 HPQ = $0.70

A drop of $0.47 which will result in a comprehensive loss of $18,000,000.
or minus $0.11 eps

Even if PYR turned all of their backlog into revenu in Q2, they will have to show a huge loss.

Now as for today's NR, I think the mentioned of :
PyroGenesis will operate AST as a wholly owned subsidiary and retain the current management and staff, comprising of approximately 20 employees. AST has current operations across North America, Italy and India. The acquisition is expected to positively impact PyroGenesis’ earnings per share in 2021

something he never likes to talk about, SP and EPS,
Is this time to limit the damage that Q2 will have?
We will find out today, tomorrow or Monday i guess.

Again, just one of my fear, Q2,
hopefully something more will be announced to increase SP value, but it won't increase EPS for a while I'm affraid.
.
.

Pitpitcolisse wrote: Why do you fear things that you might very well happen but are very short sighted? We know HPQ will have an impact, we can even calculate the numbers since july 1st. It should be included in your valuation unless you are very weak in maths... Why should contracts be signed in the next days? When the contracts are signed, be it tomorrrow or in 6 months, the stock will move accordingly... PYR will become a behemoth, and for one, will be there to see it unfold.

StairwayTo wrote: Hope:
-Some immediate and substantial contract, in the next few days (next 10 days)
-Contracts to be at least for the $65M reported, and/or the 35 torches quoted
-An update on ABC and hopefully EFG… on iron ore torches, that wouldn’t only state that “everything is on track”
-an update on all other divisions, Drosrite, Additive mfg, Organic growth, Tunneling, that were said to be on track
- Has C modeling going as planned, why would they not buy as they wanted, but instead a modelling was necessary, was there a fear that it wouldn’t work out for them? and what’s the plan?, has B accepted the quote, has A liked that one torch.
-provide an honest timeline of all ongoing projects, for all divisions, not just say that the intended market is in the $billion addressable market.. And smooth is slow. Or imminent, and that projects are going at the speed of light.

Fear:
- Q2 coming up without the immediate and substantial contract mentioned above.
- Impact on HPQ investment comprehensive loss
- the timeline of “within 6 months for $65M” not met
-energy demand is too much that cannot be realized, as opposed to the “plug and play” mentioned as it was said
-potential clients not impressed with exposers from the ceo on social media, calling financial analyst off, while they were right.
-more round of selling shares by the CEO coming up
-the potential clients seeing this small company that cannot be trusted, size, infrastructure, political country/province or for whatever reasons decides not to be a good fit