Thanks for the update! What do you make of Minehub as an investment, not a facilitator of Abaxx's success? I've read some interesting takes, including from James Duade, who was crucial in my decision to invest in Abaxx (now my largest position too).
I haven't necessarily done as much research into some of the background info, like the management team... but from a pure investment case standpoint, I like it a lot. Valuation has remained higher than you'd like, but if they hit solid growth projections, I could see why people are buying. I had personally hoped Abaxx would just fully acquire them at some point, but we'll see what happens.
I mean, if they onboard much of the commodity ecosystem onto their platform, the upside is seemingly comparable to Abaxx itself. Although that depends on how these different tech side initiatives play out for both firms.
If they prove the technology scales, and they're recycling millions of tons of plastic waste 5 years from now, then you could consider it early. But the stock has run a lot at this point. The upside/downside risk is certainly not the same anymore. It just depends on how things play out.
Thanks for the update! What do you make of Minehub as an investment, not a facilitator of Abaxx's success? I've read some interesting takes, including from James Duade, who was crucial in my decision to invest in Abaxx (now my largest position too).
I haven't necessarily done as much research into some of the background info, like the management team... but from a pure investment case standpoint, I like it a lot. Valuation has remained higher than you'd like, but if they hit solid growth projections, I could see why people are buying. I had personally hoped Abaxx would just fully acquire them at some point, but we'll see what happens.
I mean, if they onboard much of the commodity ecosystem onto their platform, the upside is seemingly comparable to Abaxx itself. Although that depends on how these different tech side initiatives play out for both firms.
If you have a chance, check out Hydrograph Clean Power. They make the best graphene product. I also like SKYX and Charbonne Hydrogen.
The commentary about Hydrograph on Twitter, and the short reports have seemed pretty damning. But hey, if people made money on it, then congrats.
There are responses to the criticism; see Jay Taylor media on YouTube and Kevin Bambrough (sp?) Energetic Media on YouTube.
Have u been researching any other potential stock like Aduro? Thanks.
eXoZymes is the closest thing. Depends on what you mean. It's challenging to find truly revolutionary technology that surpasses all others.
Are we still in the early innings for Aduro? I missed the single digits. Looking for Long term view 3 to 5 yrs.
If they prove the technology scales, and they're recycling millions of tons of plastic waste 5 years from now, then you could consider it early. But the stock has run a lot at this point. The upside/downside risk is certainly not the same anymore. It just depends on how things play out.