ADUR Aduro Clean Technologies Inc

$ADUR It is only a matter of time until news of a new whale - maybe a Total, Shell, Goldman Sachs, etc. - buying up a sizable minority interest in this coiled spring. With 34% owned by insiders, signalling high conviction, that might well be the beginning of our long term price run up. I continue accumulating in anticipation of that event, so that is why I actually love this deeply undervalued price range.

$ADUR Today could be a big day, because today is the actual CRE conference presentation in Brussels. Eric Appelman is scheduled to present today on the progression from NGP pilot operations toward the planned Chemelot FOAK plant. Hope to hear good commentary from that conference.

$ADUR anyone here talking about revenue before 2028 is either a short or does not get the investment thesis. There are plenty of multi billion dollar companies that are pre revenue suh as most the quant stocks, modular nuclear companies and both categories are years away from any revenue. The market is forward looking, if you don't get that you are either a retard or a short

$ADUR ignore the naysayers, Purple dude is talking about other approaches that can break the 1% in Chemchical recycling that everyone is fighting for post Mechincal recycing. You can simply search what Ofer and Eric has liad out in terms of economics from the Gaballi conference. It also seems that this Purple dude does not understand what a controling shareholder like Ofer and the rest of the Board have as a liability have. These guys are gonna be rich and I am riding this ship. Somehow you keep spewing the same crap over and over as if you are trying to save anyone when it is clear you are either a short or work for one

$ADUR TLI letting this remain one of his top positions for FIVE years. This is a guy that has actually visited Aduro at Chemolat

$ADUR is a bot. I ask everyone here to repeat this from time to time, and also give a like to anybody else that points this out. * It's not about getting likes to feel popular- It's about letting new arrivals see how many people realize penguin is a bot, so they need not respond to penguin over and over. It's about saving new followers from the aggravation of arguing with a f-ing bot.

$ADUR The ‘secfilings’ post below is one of the clearest, straight forward explanations of Aduro’s path to commercialization I’ve read in a while. An absolute must read….. and if you’re not adding here, I believe you’re missing a huge opportunity.

$ADUR normal people on Stocktwats post to a few different boards. but not a PurplePenguin. they just post on Aduro. and they have no position. our Penguin is special.

$ADUR One of the things I like the most is the flexibility of the reactor. Using different feedstocks in the same system by simply configuring it allows for not only tweaking/optimization but various customers to use the same facility to process whatever they want.

$ADUR I'd look to March 2025 and mar 2026 for examples of this exact situation for ADUR. Dip, pause recoil and bounce

$ADUR Feels like a capitulation day, if only an intermediate version. Moving some $ around to take advantage but will need 3-4 more trading days. Stay low, sweet chariot

$ADUR "The single most important release for the economics now isn’t another 90% yield result. It’s Saipem/Aduro publishing the updated FOAK CAPEX + operating-cost estimate + expected product value. If those numbers support that ~50% margin, that would be a considerably stronger commercial validation than another pilot run" Let's see it saipem

$ADUR So the Purple argument is that if Aduro bought PP and PE resins at spot market prices the math doesn’t work. $0.55/lb for PP and $0.60/lb for PE vs $0.37 for naphtha. Those are rough market estimates depending on specific grade… Just curious, what is the price per pound of PP and PE locked inside the plastic floating in the Pacific Ocean, or your local landfill, or my trash can? I know that in my town, here in the North East US, it has negative value.. we pay to get rid of it!Wouldn’t that be beneficial to our community, if we had a local plant, taking all that useless collected waste, and converting it into something useful! I like that Aduro’s business model is to license its modular design facilities, and they are flexible to customers specific needs. A let us not forget, Aduro uses low cost, widely available catalytic materials- including clay and simple metal compounds for HCT… and I haven’t even touched on the other verticals!

$ADUR you just dont understand the chemistry. the process creates a bell curve distribution of carbon chain lengths, so if you want 5% gas and char, you run a gentler process, but the downside of that is it leaves you eith a lot of long carbon chains which are not cracker suitable without reprocessing. however, you could return the naphtha range HCs to the plastic cycle and use the heavy oil and waxes for other purposes as they are more valuable than naphtha. but if you want maximal circularity of plastic carbon, you run a longer or hotter process, and you get a distribution shifted towards shorter chains. in this case you get less heavy oil and wax, but more naphtha and fuel gas. talk about straw man arguments.

$ADUR PurplePenguin is clocking more hours posting Aduro doom than most people spend at an actual job. At this point, the bears should think about putting him on payroll—or at least send a thank-you card for the free engagement. I mean seriously, if repeating the same argument counted as due diligence, PurplePenguin would be Wall Street’s top analyst by now. lol He isn’t debating bulls anymore—he’s like our halftime entertainment. 🤫 He thinks he’s doing us investors a favor. lol

$ADUR What a shame to let this dip go to waste, but I already own enough. This is a set it and forget it investment.

$ADUR Aduro Clean Technologies is also entering the oil and petrochemical space. Higher oil prices could make Aduro’s recycled hydrocarbons more valuable, potentially boosting margins and future profits. Shell and TotalEnergies shareholders already know how much oil prices can matter. 😉

$ADUR aduro for the past year has had incredible consecutive news after news just non stop. It's amazing how insanely cheap the stock is right now after all that.

$ADUR Seems a fair summation of the current landscape. I feel the author underemphasized the paraffinic/bitumen opportunity which may well become Aduro's biggest rev source. In terms of scaleabilty, this segment would seem to the lower hanging fruit for Aduro and a simplier process to implement. I also feel he overemphasized the prospect of dilution. If additional dilution does come to pass: 1) I have faith that it will be done intellegently, conservatively and only if necessary. 2) That ownership/management have been standout heros in their regard for shareholders. Onward!

$ADUR ‘Aduro Just Made The “Toy Reactor” Argument Much Harder To Defend’. An excellent article by ‘5M Trading Clan’. Sorry I wasn’t able to post the link. Short, informative read.