Pyrogenesis Canada Inc T.PYR

ARK 3D PRNT ETF target weight could be higher for PYR

[developbc]

Just some humble thoughts that think is very important to put things in perspective in regards to ARK PRNT position in Pyrogenesis: 

• PYR being bought while still being on the OTC is definitely eye opening
• Cathie Woods is a visionary and this is NOT her first rodeo - her and her team must have done serious due diligence on PYR
• ARK must have choosen PYR for long term growth as PYR weighting in the PRNT FUND has increased for .12 % to .29% in the last month along
• Regardless of the inflows of $ into the fund... I am betting they have an internal target weighting higher.  IF for example, ARK PRNT had a target weight of X% they will slowly accumlate to reach but as their prospectus states..they have variance room as they see fit 
• CEO Peter Pascali stated recently that 2021 will finally be the year of powder production and sales 
• PYR NexGen production rate is unheard of in the 3D powder industry 25kg/hr , accrediated/validated by major Aerospace Industry players, Aubert & Duval has exclusive EU agreement w PYR placing is in the big league market place.
• ARK  definitely sees the bigger picture knowing GE powders is PYR's old 3D powder technology and PYR has a serious future in the 3D powder big leagues. 

PyroGenesis’ NexGen™ Plasma Atomization System, which produces metal powder at over 25 kg/hour, was unveiled in 2019 after having fulfilled a specialty metal powder order for a non-aerospace client, while maintaining all the characteristics demanded by the AM Industry (ie. oxygen content, flowability, density, etc.).


Here was good questions by MazerRR that Peter answered last summer: 

1)The NexGen system has previously been described as having the ability to produce metal powders with a narrow particle size distribution, and also to shift the bulk PSD to match the powder size required by the Client. Does the process still retain these features, even with the increase in production rates to over 25 kg/h?

Yes

2) While the AM industry is the main focus for PyrogenesisAdditive's metal powder production, do you also expect interest from the Metal Injection Molding (MIM) market?

Yes we do; definitely.

3) In the event of larger than expected demand for PyrogenesisAdditive's Titanium powders, is there an industrialization plan in place for expansion of production capacity?

Yes we do.

4) Has the COVID crisis in any way affected OEMs' interest in your upcoming Titanium powder offerings? I would imagine the NexGen's ability to produce high-quality Ti powders at lower cost would appeal to companies who, in addition to looking to secure their powder supply chain, want to further reduce costs, especially given current economic conditions.

We have seen no decrease in interest at all. I think people are getting excited as we come on stream. Hope that helps, Peter

BTW today's updated PYR holdings 229,900  as of Feb 17, 2021 up from  225,400 yesterday's previous position. 

LINK HERE:
THE_3D_PRINTING_ETF_PRNT_HOLDINGS.pdf (ark-funds.com)

[lettermen7]

this is a fantastic post!!! thanks for this! and ARK Invest continues to buy shares in PyroGenesis!!!

[anydaynowplease]

When you look at the holdings in ARK 3D PRNT ETF you will notice that there are 3 Tiers of of companies based on %of the ETF.   PYR is at the top of the bottom tier.   If it moves into the second tier, ARK would have to double or triple is current holdings of PYR.  To place it in the top tier, ARK would have to own 10x its current holding.   Lets hope we move on

[MidtownGuy]

That's not actually true.  The ARK PRNT ETF divides the 55 companies in the fund into five categories or sub-sectors. You can view those categories in the fund here, on page 2, left side:         https://etfs.ark-funds.com/hubfs/1_Download_Files_ETF_Website/Fact_Sheets/PRNT_Factsheet.pdf Each of these five sub-sectors has been given a

[anydaynowplease]

Thanks for the explanation!!   That's not actually true.  The ARK PRNT ETF divides the 55 companies in the fund into five categories or sub-sectors. You can view those categories in the fund here, on page 2, left side:         https://etfs.ark-funds.com/hubfs/1_Download_Files_ETF_Website/Fact_Sheets/PRNT_Factsheet.pdf Each

[developbc]

ARK PRNT ETF Pyrogenesis remained constant at 229,900 shares but very interestingly weight of.30%  https://ark-funds.com/wp-content/fundsiteliterature/holdings/THE_3D_PRINTING_ETF_PRNT_HOLDINGS.pdf?fbclid=IwAR3MokeDy90yrbPcYoEc18UkM5DF2GGfDE9tD8Nrf7TMkAMm-QjJHXHcdzg

[anydaynowplease]

a bunch of stocks in the portfolio went down in value today including their number one holding  as a result pyr % goes up as pyr didn't change much  

[developbc]

Yes indeed.  But what I'm very excited about is the weighting continues to increase for Pyrogenesis in such ARK has not lightened up on.   Very exciting times for Pyrogenesis nonetheless!!