PyroGenesis Inc T.PYR

$65M

[StairwayTo]

Back on 6/16/2021 Peter wanted to reassure investors that all projects were on tracks.
He went on to say:
 “If we are conservative and define the pipeline as being those contracts where we are either in final discussion as the sole supplier, or in a leadership position in a competitive bid, and if we further narrow the definition by looking only at contracts that are expected to be signed within 6 months, then the pipeline is in excess of $65 million.”
 
“$65M to be conservative.”   (That would usually mean possibly more, but at least $65M)
“Only at contracts where we are in final discussion and in a leadership.”   (could also lead to think that there are more)
“Only at contracts expected within 6 months.”   (Could also have been in June or July, or August, or …etc), (could also mean that there are more in the 4^th quarter, Oct. to Dec.)
 
And remember when Peter said back 9/11/2020: 
“There seems to be an indication that certain comments made by a fund manager in the course of an interview lead to this decline. In the interview it appears that one could conclude that he suggested that he did not expect more than 1 to 2 torches to be sold by PyroGenesis within the next 3-6 months,” said Mr. P. Peter Pascali, CEO and President of PyroGenesis. I can confirm that the Company has visibility on more torch orders than that alluded to in the interview. In fact, I can confirm that the current status of torch negotiations with various clients anticipate closing more than 1-2 torch deals in well under 3 months, let alone 3-6 months.”
 
These are 2 examples of total missed guidance and the market does not like to be misled, for reason of integrity, judgment, dishonesty or even worst, not knowing what’s going on.
 
And this is why, even with some decent small orders and good financials with year over year revenue improvement, doesn’t cut it. (At the moment!)

[gojotv!]

I disagree. I've been saying for months that these promises and assurances have been well baked into the share price. Has everyone forgotten that this is a more-than-ten-bagger?! However, the company has not grown tenfold. That's my point. Some Kool-Aid drinkers here have called me a basher because I don't share their euphoria. Dudes. It's math. Get a grip. Even if and when

[ScienceFirst]

Gojotv ... Speaking of valuation, your SZLS lost 83% of its value since its high and its popup of Monday was pure manipulations and short lived.  Still 79% below its high!  PYR is dealing with top industrial players (US NAVY, Rio Tinto, Vale, etc ...), 5 offerings just for the aluminum industry (in just 18 months), grants from the highest research bodies at both federal and provincial

[gojotv!]

What's your point? You don't remember when PYR was trading well below its highs? Buy low, sell high. Duh.

[kjs4381]

Thanks for stating the obvious, unfortunately you make it sound like this is Peters fault. He gave guidance based on what he knew at the time. Not his fault if things happened to alter the timeline. He's giving shareholders a heads up on what is coming and most appreciated it. The sales he mentioned will happen just going to take a little longer. Jmo

[developbc]

All need to remember the $20M Radian Drosite deal for 7 systems that all the bashers and toxic posters were constantly doubting that got delayed few months bc of red tape BUT it definitely got delivered as promised. PYR tech and engineering is over the top legit. PYR has many incredible divisions of DROSITE, DROSITE JV, AIR SCIENCE PYRO GAS, 3D POWDERS, TORCH, MILITARY WASTE DESTRUCTION, PUREVAP

[developbc]

I have no doubt that the $40M Drosite deals plus all the other potential big contracts mentioned will get done...just a matter of time. Not only will these massive industry players want PYR tech/engineering but will absolutely need them!

[StairwayTo]

“Just a matter of time”? I’m with you on that, but not in the matter that it was said, as stated below. Reason for declining appreciation.

[fdfd12]

It may get done but i what form. If the entire $40MM is to be delivered in 6 monhts, that is great. If it gets scattered to $8MM over 5 years, that doesn't have much impact.

[bunser49]

As a long time long time holder, I have done very well with PYR but have seen profits dwindle lately As of Nov. 12 price was $5.46. Today it is down approximately 20 percent. The potential is big but  timelines are important on the big board.. PPP talks on a NR and stock goes down every time as he delays these big contracts which will eventually happen. Shorts love it . Gives them time to

[BIGMOE]

Well, the stock price is down 63.6% from the peak.  For the last 7 months, shorts are winning the battles.  I have to command them.  I am hoping Pete will come out with a big news on Torch Contract to reverse the trend. We have to be honest and Peter did not meet his target of $65 million signed contract end of October.  From my calcultion, he's still short about $41

[bunser49]

Glad to see you are a realist. I  think your numbers projected earlier were optimistic  they are not in the nea termr future, but not out of the question  in the next few years.  Glta

[canyousayiii]

Mic-drop.

[Dividends]

I believe this has allowed us to regain the losses from yesterday

[StairwayTo]

Came to realize that this was a great move prior to selling millions of shares at $6 and $5  ?? Not bashing, just adding info of what the market sees, Wall Street and Bay Street. . .  

[Yaya21]

This certainly isn't a good look. Must sleep well at knowing, his judgement and insight into the next 6 months, painted a fantastic picture and since has led him to profit at others short term pain. Inside the fence??? Right 

[Edgetown1invest]

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[Edgetown1invest]

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[Edgetown1invest]

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[Edgetown1invest]

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[Edgetown1invest]

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