Yes I was looking at where they we’re with their cycle. I couldn’t find anything in my brief look about margin for the facility projections, just tonnage etc. For me with Aduro one of the key components is margin, if they can deliver as per their corporate slides the healthy margins they say and their feasibility stacks up it will be very exciting.
Also having a look at PureCycle around 10% plus is owned by passive ETF’s, eventually with Aduro it may be the case they may attract some of these funds.
But loving your email series by the way, its my morning coffee read.
Yeah, I think licensing vs building your own plants will be a big deal. Licensing takes away a lot of the scale up risk. Getting Aduro on the NYSE American could be a big boost for institutional exposure.
Fascinated to see PureCycle today, thanks for this link. Had a look through their website and took a closer look. The market certainly liked their finance raise today. Will be very interesting with Aduro over this next period.
Aduro’s technology has many advantages, but will take a few years to truly have the thesis play out. Purecycle has already built their first commercial facility, but it’s been having some issues ramping up.
Yes I was looking at where they we’re with their cycle. I couldn’t find anything in my brief look about margin for the facility projections, just tonnage etc. For me with Aduro one of the key components is margin, if they can deliver as per their corporate slides the healthy margins they say and their feasibility stacks up it will be very exciting.
Also having a look at PureCycle around 10% plus is owned by passive ETF’s, eventually with Aduro it may be the case they may attract some of these funds.
But loving your email series by the way, its my morning coffee read.
Yeah, I think licensing vs building your own plants will be a big deal. Licensing takes away a lot of the scale up risk. Getting Aduro on the NYSE American could be a big boost for institutional exposure.
I'm glad to hear you're enjoying the news series!
Fascinated to see PureCycle today, thanks for this link. Had a look through their website and took a closer look. The market certainly liked their finance raise today. Will be very interesting with Aduro over this next period.
Aduro’s technology has many advantages, but will take a few years to truly have the thesis play out. Purecycle has already built their first commercial facility, but it’s been having some issues ramping up.