PyroGenesis Inc T.PYR

Excellent key points on earning call

[developbc]

Great posts by sizzlingbeef

Finally got a minute to listen to the earning call.


I really like the fact that they are emphasizing the long term R&D -> full commercialization plan is the main objective, even if it comes at the price of slow movement.

If you pay attention to the flow, and information organization provided by Steve, you can see that they are still focused on making the commercialization network very robust, by essentially "involving" these big clients into the last stages of R&D to produce specialized equipment that they want to buy in bulk.

It makes sense to spend a couple years working with the clients to find out exactly what their long term goal is and as a technology company, give them exactly what they want. This takes longer and frustrates shareholders, but you have to understand -if you are frustrated- that this is not to be compared to just any other company and say well their revenues have sucked therefore its a bad investment and scream expletives into the screen as many on ceo.ca do....

The point is that if you want to evaluate this company against its peers, or industry, you would have a hard time finding a point of comparison, as they are still primarily R&D -- simply based on the facts of the story and the timeline -- and doing quite damn well having honed 25 years of research into commercializable products, funded almost entirely by Peter (despite people shitting on him all the time for buying or selling shares). Delays and 'inside the fence' convos they have with the clients that takes months/years to manifest further provide evidence they are still in R&D.

Once all the R&D metrics are fulfilled and the client says "this is the exact system and/or configuration we want mass produced", thats when the big money will come in and they say hey make me a few hundred of these.

These big companies are industry behemoths, they move slow, but strike with force.

That one completion milestone will turn PYR into what I would refer to as "commercialized". 1 big client

[haratekid]

Where do they get money to last couple more years? Why Peter's older messages and NRs are in contradiction with these ready made excuses?

[HARJAY]

Where do you get the idea PYR will need a couple of more yrs to bring in substantial revenue ? We all know thht  no. of contracts including the big one are overdue from what the co. thought , We now know the issues with Rio has created delays of the implied timelines  provided earlier by the co. I expect to hear something very soon from RIO .and as we know there are a no. of  other&

[filoux004]

Can't wait!!!! Will wait for the official announcement by the client . Tx glta

[developbc]

https://seekingalpha.com/article/4627480-pyrogenesis-canada-inc-pyr-q2-2023-earnings-call-transcript

[BCONTVentures]

Excellent points by sizzlingbeef, and great conference call led by PyroGenesis' VP of Corporate Affairs, Steve McCormick. PyroGenesis also updated their Corporate Presentation (this was presented at this year's AGM): https://ir.pyrogenesis.com/static-files/f10aa13b-00e3-4e4e-99b3-d8802f477329 Long and Strong in PyroGenesis!