BCONTVentures wrote: And thanks to @ordos for this list. There is definitely lots going on behind the scenes at PyroGenesis: @ordos Another reminder of the extent of what Pyrogenesis is doing:
1. HPQ Silicon
a. Fumed Silica Reactor (FSR) - Pilot plant construction
b. Quartz Reduction Reactor (QRR) - Pilot plant commissioned, process fully verified, commercial plant design pending
2. Metal Production / Processing
a. Iron
i. Pelletization - global patent of plasma in iron ore pelletization, site acceptance testing in progress with Rio Tinto (fact), site acceptance testing by Vale (suspected) ("at own pace")
b. Aluminum
i. Carbon anode baking - joint pilot project
ii. Scrap remelting / holding furnaces - pilot project with leading furnace manufacturer
iii. Pot lining valorization - signed contract with Aluminerie Alouette - pilot technology advancement project
iv. Transformation / Recycling - lab scale done, pilot contract signed with Constellium for large scale industrial furnace
c. Steel
i. PyroGenesis Signs Energy Transition Contract with Leading Global Steelmaker to Consider Plasma Use in Primary Steel Production
d. Magnesium
i. Transforming mining waste and recycled minerals into high-value metal - pilot with international magnesium producer
3. Metal Recovery
a. Aluminum Dross
i. Drosrite systems, fully commercial
ii. High value residual by-product - JV formed, lab / pilot stage
4. Additive Manufacturing Materials
a. Titanium Powders
i. Final qualification stage by major aerospace OEM, some by-the-ton sales happened already
ii. Initial powder contract with an aerospace entity based in Spain
5. Cement
a. Progressive Planet collaboration to produce cement additive - lab scale results are outsanding, exceeding strength of classic cement
b. Furnace system - pilot, U.S. Department of Energy & U.S. structural materials entity engaged in the development of advanced cement materials
6. Mining Supplies (parts / equipment) - pilot to for cast houses of major mining parts supplier for mining industry
7. Tunneling (speculated)
a. Master agreement signed, non-refundable downpayment received, work order negotiation in progress
8. Waste Destruction
a. Military
i. PAWDS - US Navy Aircraft Carrier systems - fully commercial and operating
ii. PACWAD - Warfare destruction systems - fully commercial
b. Civilian
i. SPARC - fully commercial land based waste destruction systems
ii. PFAS destruction - initial contract with large USA public water systems operator for development of high power torch system for proof of concept
9. Renewable Natural Gas (PyroGreenGas division) - commercial systems
10. Hydrogen (turquoise) production - lab / pilot testing
11. Adhoc projects in various application fields and by request
a. Specialty High Power Torch System (unnamed Aeronautics & Defense client)
b. Energy Transition Chemical Industry
c. Emission Reduction Research
BCONTVentures wrote: @pennytodollarIts easy to lose sight of all the things the company is working on. I recommend anyone go and look at the discussion and analysis from the last financials and hoooleeeeyy sh_t are there ever a lot of things on the go. Biggest problem is time to payment on contracts and if PYR could even get there 33% faster we would pretty much be breakeven on the bread and butter contracts we are already fulfilling. Any of the bigger contracts would be game changers. This year is gonna be a big one. @ordos@pennytodollar Absolutely. I was just looking at one of the newer business lines, the anticipated torches for EarthGrid PBC. That alone has huge potential and the client is ramping up fast with hiring and more publicity. That enormous $18B joint venture is expected to be consumed within 6 years, and there is nothing to prevent EarthGrid from signing additional huge contracts while this one is being worked upon. Lots of torches, parts, auxillary equipment, service will be required, which I expect will at least partially, if not mostly, be provided by Pyrogenesis. This is just one business line. BCONTVentures wrote: Definitely lots to look forward to this upcoming year. Very impressive what PyroGenesis has done so far and PYR continues to increase its technology and technological solutions while building an impressive moat.
BCONTVentures wrote: Some great comments from ceo:
@ordos @BayRunner There is no other company like PyroGenesis, it is a high tech company in a field of extreme temperatures that has almost no other players on the same level. It takes years to materialize an actual product, especially if it means being a disruptive pioneer in multiple large industries. All of this in an unheard of environment of pandemic supply chain disruptions and global conflicts / madness. To expect instant gratification is having unrealistic expectations detached from reality. @ordos And with today's hard contract, again, the signed contract backlog has nearly doubled to $55MM. This is not a pipeline, this is hard signed contracts. Try pushing that financial insolvency fake FUD talking point again, that will age well. @ordos EarthGrid, Fumed Silica Production, Drosrite, Heavy Industry Electrical Furnaces, Metal Powders, Iron Ore Induration, Cement additive with Progressive Planet, Resource Recovery Reactor, Waste Remediation, PFAS destruction, Synthetic Graphite Production, Renewable Gas Production, R&D projects (such as the large one announced today), @ordos @BayRunner Yes, Peter owns close to 50% of the company. Plus all the long term investors that have been here for years and haven't sold with all the ups and downs and don't plan on selling for long time more. Myself included. Those long term investors hold millions of shares collectively. @pennytodollarOnce we start moving I think it is going to snowball quickly. If we kick off any of the projects we have lined up and start getting a bit more predictable recurring revenue that more than keeps the lights on, it becomes a whole new ball game. @pennytodollar The major difference for me is that almost all other sub-dollar companies waiting for their break wait just as long as PYR but are relying on a single vertical and a single big client. PYR has multimillion dollar sales with international companies in multiple completely unrelated markets. Those aren't even the big "legs on the stool" and all it will take is one of the 5-7 contacts worth a potential $100 million to come in to completely change the lay of the land. PYR with $50-100M cash is going to be a whole different beast. @pennytodollar @Guppy if we get $100M contract and it looks like we might get more, then yes, I totally believe we are looking at $10 @pennytodollar I know it seems a long shot at this very moment, but some of our projects are linked to potential contracts of that size @pennytodollar given our margins are actually quite good on torches, that would be a P/E ratio in the realm of reason - again assuming the market believes others will follow (and we have a few of that size - each of which I believe becomes more likely to get signed once we have one) @pennytodollar And also, very easy for hype and frenzy to take over here, PYR is a stock on a lot of radars. If we cross 5 on a solid deal, I think the machine is kicking in again somewhat to bring us higher.