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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 > Lets Talk Facts
View:
Post by GrahamB on Oct 28, 2023 8:26am

Lets Talk Facts

Ok so we are going around in circles talking about the future again vs the reality. So you motivate me to do a deeper dive.
Lets go
First let me say I dont blame P3 or the company-all the facts are clearly in front of you (apart from the allegations of fraud by AMF-but innocent until proven guilty)
Its the promoters here that get me going.

Looking at sedar MRQ, at first glance, you might think that things are all Rosy  because the company reports on the balance sheet

 

19,545,636

 

But notice, what are the current liabilities? 22,714,002

So your current liabilities exceed your current assets.

 

What does the company say? As  at  June  30,  2023,  the  Company  has  working  capital  deficiency  of  $3,168,366  ($1,650,709  as  at December  31,  2022) including  cash  of  $829,583  ($3,445,649  as  at  December  31,  2022).  The  working  capital  is  net  of  an  allowance  for  credit losses  amounting  to  $6,303,840  ($5,023,283  as  at  December  31,  2022)  as  further  described  in  Notes  6  and  7” 

 

Well, you have to remember the cash that was  stated back in July, and remember that since then they have been spending money.

 

Their math of business is that cash flow is the oxygen of a business.
 

You create it, borrow it, or finance it and dilute

The financing last time got halted by our friends at AMF, borrowing now at prime is 7%Plus and you know they ain’t getting that rate IMO, and creating money…..
 

Well, come on, what about the revenue that’s going to come in, what about the future?

Thats the carrot promoters keep putting on here-again and again thanks to BCONs reposting..

 

OK, so what about the revenue? Everybody keeps talking about the revenue that’s coming in. The problem is that they are spending money as mentioned above, and they are getting less than what they’re spending, and they’re also not collecting. So look at this:

IMO!

 

As at June 30, 2023, the Company had sixteen contracts with total billings of $15,770,481 which were less than total costs incurred and had recognized cumulative revenue of $17,306,095 since those projects began. “

 

So the revenue is less than the costs of production.

Get that.

 

Now what about accounts receivable?

 

As at June 30, 2023 the allowance for expected credit loss on trade accounts receivable is $5,967,840 ($4,693,283 as at December 31, 2022)”

 

 

Dont believe my math-what does the company say?

 

“The Company has incurred, in the last years, operating losses and negative cash flows from operations, and as a result, the Company has an accumulated deficit of $105,872,203 as at June 30, 2023”

 

 

So basically, they have to start performing they have to produce, distribute  and critically be collecting, or what’s going to happen?? 

 

“ In  the  absence  of  this,  the  Company  is  dependent  upon  raising  additional  funds  to  finance operations within and beyond the next twelve months. The Company has been successful in securing financing in the past and has relied upon external financing to fund its operations, primarily through the issuance of equity, debt and convertible debentures. The Company completed a private placement in October 2022 for an amount of $1,318,980 and also completed another private placement in March 2023 for net proceeds $4,960,483 (Note  13). In addition, in July 2023, the Company also completed a  brokered private placement  of convertible  debenture units for gross proceeds of $3,030,000 (Note  23). While the Company has been successful in securing financing, raising additional funds is dependent on a number of factors, some of which are  outside  the Company’s control, and therefore there is no assurance that it will be  able to do so in the future or that these sources will be available to the Company or that they will be available on terms which are acceptable to the Company. These conditions indicate the existence of a material uncertainty that may cast significant doubt about the Company’s ability to continue operating as a going concern. The  condensed  consolidated  financial  statements  have  been  prepared  on  a  going  concern  basis  and  do  not  include  any adjustments to the amounts and to classifications of the assets and liabilities that might be necessary should the Company be unable to achieve its plan and continue in business. If the going concern assumption were not appropriate, adjustments, which could be material, would be necessary to the carrying value of assets and liabilities, the reported expenses, and the classification of items on the condensed consolidated statement of financial position. “

 

But hey, this is all my opinion I’m just an independent investor, who likes to do a deep dive. Don’t trust what I say for sure, and absolutely don’t trust me when you’re here promoters telling you to buy. Do yer own  due diligence, caveat emptor

I am an idiot as I have said many time- a babbling fool. Just turns out I have been right.

 

And where is science first/develop bc and the grandfather who invested his child’s RESP money and that other caustic grandfather Yanje ???

These folks promoted these stocks and now its radio silence

It bears repeatiung
First let me say I dont blame P3 or the company-all the facts are clearly in front of you (apart from the allegations of fraud by AMF-but innocent until proven guilty)
Its the promoters here that get me going. They stop-and so will I

Comment by Mostlyserious on Oct 28, 2023 9:08am
First, the pumpers here probably have never gone to the actual financial statement filings beyond NRs. And likely dont know how to read them. Holdrrrr brought up by himself receivables and completely embarrassed himself by not knowing what they are and did not even read the note about them in the FS that bring forward a lot more questions. The Drosrite big contract was for 7 systems. 3 have been ...more  
Comment by GrahamB on Oct 28, 2023 9:26am
I hear you I guess I don't hold it against triple P, because I'm newer to this, and haven't read all of the statements that apparently misrepresented. I'm just looking at the facts and really not certain how the business operations of this company, can support the market capitalization. It's a value trap as I analyze it.. I'm looking at the financials, I'm looking at ...more  
Comment by Mostlyserious on Oct 28, 2023 10:01am
The pumpers or promoters don't matter.  They are shameless and the things are so bad that if anyone gets sucked in by them, it will be a valuable lesson that will serve them well in the future.  SP chart is the simplest indication and basic financial statement analysis screams resourcing challenges.  Takes a few minutes. One of the narratives that I bought into was something ...more  
Comment by Sidewindergo on Oct 28, 2023 11:48am
This is a great thread and very reasonable discussion. I've been bullish on the tech for years, but you aptly describe finances as oxygen and macroeconomic conditions have made that oxygen harder to get. This boils down to the fact Pyro, for whatever reasons, has not been able to increase income enough to cover increasing expenses resulting from scaled-up operations. This led to Pyro leaving ...more  
Comment by Holdrrrr on Oct 28, 2023 1:15pm
Well atleast the truth comes out.  You are bitter because you pressed the buy button, and rather than blame yourself, you blame the company. So rather than man up to your own poor knowledge of investing and trading, you choose to stay in here smashing on the company because you can't accept your losses are your own damn  fault.  Head on over to a TSX.v chart, and have a look ...more  
Comment by filoux004 on Oct 28, 2023 1:25pm
You are right Holdr 'Let's talk facts' especially the ones coming out shorthly in the Financials. Glta
Comment by haratekid on Oct 28, 2023 5:51pm
This post has been removed in accordance with Community Policy
Comment by StairwayTo on Oct 28, 2023 7:18pm
So the poor knowledge of investing got him to press to buy button? You got that one right. He shouldn’t have trusted what the CEO was pumping.  
Comment by Holdrrrr on Oct 28, 2023 1:25pm
And furthermore, I never embarrassed myself in your infinite wisdom.  If your reading comprehension was a little better, you would know I never stated what the "definition of accounts receivables" was.  I made a general statement that is severe market conditions receivables may be extended, and that pyr has to be lenient in timing for torches if clients are still willing to buy ...more  
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