Here's a few things I picked up on my first listen through of the presentation from PYR CEO Peter Pascali today:
1) Peter expects to have an update on the powders "within the next month or so". Going forward Peter "expects investors to hear a lot about the powders in 2021 - in fact I'm almost sure of it".
Indication: Positive - Possible revenues from atomized metal powder business. Likely news on the Albert & Duval distribution agreement and resulting revenues. ---- Possible catalyst for share price increase
2) Peter hasn't seen any impediments or "speed bumps" delaying the progress of patents in progress.
Indication: Neutral - leaves open possiblity for additional patent announcements in 2021 as additional product offerings are fleshed out.
3) Peter continues to reiterate that negotiations and adoption of the tech by these usually slow-moving iron ore pelletization are actually moving very fast; and if anything, the iron ore giants have moved around their projects in order to make speedier progress on the diesel burner replacements with PYR.
Indication: Positive - I expect additional torch orders in 2021 specifically for iron ore pelletization. Most of us who have done DD are already well aware that the first torch order was a significant milestone and the beginning of significant future revenues for PYR. It is no joke for PYR to get this first torch in the doors of a multi billion dollar pelletizer. The above signal from CEO here indicates not only an obvious commitment from the iron ore pelletizers to address their GHG reduction needs, but that that this commitment is a pressing and urgent strategic/operational undertaking for these iron ore giants.
4) The presentation indicated that there are up to 10 more supercarriers projected to be ordered by the United States... Perhaps some of you knew this, I personally did not.
2021 Indication: Positive - This indicates to me significant future potential for additional waste destruction systems to be built on more US carriers over the next few years. I believe this consistent business will serve as a proof-of-concept for Pyrogenesis' and aid in its future expansion in waste destruction as PYR techn continues to improve.
Hope this was interesting to you. Take care and GLTA