PyroGenesis Inc T.PYR

Great Reminder of What PYR is Up To

[BCONTVentures]

Thanks to @ordos for these, great to see everything that PyroGenesis is involved in:

@ordosHow about this:

1. HPQ Silicon
a. Fumed Silica (FSR)
b. QRR + synthetic fuel
c. SiOx battery anode additive
d. Autonomous hydrogen generator

2. Metal Production / Processing
a. Iron
b. Aluminum
c. Steel
d. Magnesium

3. Metal Recovery
a. Aluminum Dross

4. Additive Manufacturing Materials. Switched to direct sales in Europe
a. Titanium Powders

5. Cement
a. Progressive Planet collaboration to produce cement additive
b. Furnace system - pilot, U.S. Department of Energy & U.S. structural materials entity engaged in the development of advanced cement materials

6. Mining Supplies (parts / equipment)
a. (April 17, 2024) Pilot to for cast houses of major mining parts supplier for mining industry

7. Tunneling
a. Master agreement signed with EarthGrid PBC, non-refundable downpayment received, work order negotiation in progress pending completion of client's fundraising

8. Waste Destruction
a. Military i. PAWDS - US Navy Aircraft Carrier systems - fully commercial and operating ii. PACWAD - Warfare destruction systems - fully commercial
b. Civilian i. SPARC ii. PFAS destruction iii. PRRS - Plasma Resource Recovery System

9. Renewable Natural Gas

10. Hydrogen (turquoise) production - lab / pilot testing

11. Adhoc projects in various application fields and by request
a. Specialty High Power Torch System 4.5MW and recently (October 21, 2024) a 20MW High Power Torch System ($27MM contract) (unnamed Aeronautics & Defense client)
b. Energy Transition Chemical Industry c. Emission Reduction Research

12. Graphite
a. Initial contract with graphite producer to design and manufacture system to produce synthetic graphite

@ordosJust the partnership with HPQ Silicon alone is worth hundreds of millions of contracts & recurring revenue. Any doubts about how HPQ Silicon is progressing with the business lines, which are all based on QRR developed and built by Pyrogenesis?

@ordosA single unexpected hard contract of $27MM less than 2 months ago for US hypersonic weapons contractor for a novel 20MW torch system alone is worth more than 25% of the current market cap.

@ordos@googlesvancouver You are welcome, I find that I often need to refresh memory for some here, including you. I will paste it again in case you forget yet again or still do not understand the big picture. I have been around since 2017 when I first bought shares of Pyrogenesis, I think that is long enough to have conviction.

This is not a restaurant equipment manufacturer, this is high tech plasma technology applied in multiple (heavy) sectors, most of which are completely new applications, requiring time to adopt, especially in heavy industries with a few big and slow moving players. Once contracts ramp up, cash flow increases, stabilizes, Pyrogenesis will get institutional investors, will buy back stock, pay out dividends.

Also, it is not like this stock hasn't been manipulated heavily throughout the years. 

And from @imminent:

@imminent there is plenty of progress across multiple business lines:
fumed silica, powders, tunnelling, drosrite, waste destruction, pfas,
aluminum remelting furnaces - so yes, i'd argue stronger than yesteryear,
which is what you appear stuck on. it's clear that PYR has vastly expanded
its customer base, and i believe that the small one-off contracts today will
lead to the bigger contracts eventually. this is small cap land and basing
your investment thesis solely on financials (which PYR has actually also
improved over the past few quarters compared to the all-time lows of 2023
deserves some applause) may cause you to miss out on massive price run
ups. i choose to maintain a bullish outlook

[Melida]

I agree completely. Pyrogenesis is in a much improved position at the end of 2024 as compared to '23.  And the recent debt to equity deal with HPQ is a strategic home run that should set things up nicely for 2025. 

[Musicguy1]

They are in great position   Down 10 % this week    0.52   Great analyst coverage.       Ceo that has your best interest ! What more doe one want out of a stock!!

[Melida]

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