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Bullboard - Stock Discussion Forum 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... see more

TSX:PYR - Post Discussion

PyroGenesis Inc > PYROGENESIS
View:
Post by Thinkbigsti69 on Jul 27, 2022 4:28pm

PYROGENESIS

@helloween From Franois Coderre on Pyro Facebook group, I think it's a great reminder of Pyro's potential : The market has been on a downtrend since last year ATH. To stay focused on the company's potential, I tried to make a summary of the different business lines. I'm sure there are a few mistakes, but it gives a good overview.
 
Iron ore pelletization
 
Client A (Vale) : 1 torch delivered. Potential of 36 ($95-115M) up to 500 torches ($1.3-1.6B)
Client B (Rio Tinto): 4 torches ordered ($6M). Potential of 130 torches ($340-415M)
Client C (Unknown, maybe Arcelormittal): Potential of ~350 torches ($920M-1.1B)
*these numbers are upfront payments and don't include recurring maintenance revenues
 
Aluminium
 
Drosrite Radian : ~ $20M contract
Drosrite (North american automobile parts manufacturer): 2 systems order
Drosrite (existing client) : $10-15M
Drosrite Europe: Potential of $40M 
Drosrite (other): Potential of $40M 
Joint venture (downstream residues) : ~2.5M$/year
Spent pot lining(Alouette) : R&D $195k
Anode baking process : Potential of 1000 torches
 
Plasma waste destruction
 
US Navy: $11.5M contract
PFAS waste stream treatment : Potential of $9.2M contract
Medical waste (Asia): 1 torch, $1.2M contract
Municipal waste destruction (St-Lambert-de-Lauzon, Qc): Lobbying, $100M project.
 
Renewable natural gas
 
Tata Steel: $5.5M
RNG (Neuville): $5M
Turquoise hydrogen and carbon black: R&D
 
AM powders
 
Titanium powder Aubert&Duval: $60M potential market
Top tier titanium powder qualification: ongoing
Aluminium powder : provisional patent filed
 
HPQ silicon
 
Purevap QRR: $8.26M
Nanosilicon reactor (NSiR): $3M
Fumed silica: $4M
 
Other
 
Glass nanoparticles (Progressive planet solution) : R&D
Conversion of methane to useful chemicals with a plasma torch (European research center): $273K
Ceramic powder processing system (Defence space project division (NRCC)): $1.15M
Destruction of ozone depleting susbtances : R&D, patent received
 
Cash equivalent on hand, including different assets (May 2022) : $18.5M
Number of employees: ~115-120
Comment by EtheGreat on Jul 27, 2022 4:44pm
Who Doesn't Want in on PYRO in their Investment Portfolio ? 1-miss not Listed = 'Pot Lining Reprocessing' -- EtheGreat or Not ?
Comment by developbc on Jul 27, 2022 4:53pm
Thanks for this very nice To be fair definitely missing a lot of potential in some of the writeup... Such as renewable gas, silicon and silicon nanopowders, 3D powders etc... Good the writer stated re torches  *these numbers are upfront payments and don't include recurring maintenance revenues - which is very significant. Long and strong Pyrogenesis!
Comment by vestmed on Jul 27, 2022 5:42pm
Left out two big ones, Ecolomondo and Boson Energy, both companies working on multiple plants all over the world.
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