BotanySoul

[BotanySoul @BotanySoul]

@soron47 The key difference is that pyrolysis, even at low temps, breaks hydrocarbons indiscriminately and plascreds product will need further treatment, significantly cutting into their margins.

[BotanySoul @BotanySoul]

@Dr_Gingerballs https://t.co/zvRgVBzr3v

This one's for you DG. Not too many out there that are speaking out against the narrative.

[BotanySoul @BotanySoul]

@DrManuelKoch1 @Amateur_Inv @ClassicValueInv Aduro won’t compete for the 10% valuable plastic that is conventionally recyclable. They plan to recycle plastic that is effectively worthless. Naphtha is approx $700/t. Margins of 50% as management have said would mean process cost is $350/t. None of that requires recycling regs

[BotanySoul @BotanySoul]

@ClassicValueInv Great interview, well done Mariusz

[BotanySoul @BotanySoul]

This video made by $ADUR a couple of years ago is a great introduction to their process, highlighting the flexibility, modularity and scalability.

Everything that they were claiming 2 years ago is being delivered piece by piece.
https://t.co/gIWTRYhVgk

[BotanySoul @BotanySoul]

@Amateur_Inv That paraffinic crude one is the icing on the cake. The route to commercialisation for that vertical should be rapid with a simple design that can be easily rolled out. You don’t hire Scott Smith so he can sit around for 3 years.

[BotanySoul @BotanySoul]

It really is nice as an $ADUR shareholder to sit back and watch the company meticulously derisk my life.

[Aduro Clean Technologies @AduroCleanTech]

We have signed an MOU with Ortessa Groep BV to evaluate a feedstock logistics center supporting our FOAK project at Chemelot Industrial Park in the Netherlands. 👉 https://t.co/ZV2HTGaSNf

$ADUR #CleanTech #EcoInnovation

[BotanySoul @BotanySoul]

@RazorOil @name90745810 @JohnPolomny It's not what?

[BotanySoul @BotanySoul]

@Amateur_Inv @82Brano64722 Further thoughts: the serious risk of acquisition is the next 2 years or so, depending on Aduro’s valuation. If successful execution is not matched by the market a big player may want the tech. Once licensing agreements start rolling in it may become too expensive to make sense.

[BotanySoul @BotanySoul]

@Amateur_Inv @82Brano64722 I you’re having fun but I just don’t see this being a get rich quick game. Maybe pre covid when they were close to getting bought. But now, why be so rigorous and meticulous with commercialisation just to sell before it’s happened?

[BotanySoul @BotanySoul]

@82Brano64722 @Amateur_Inv The thing you’ve got to consider is why would Ofer want to sell the company at $2b if the tech really is as revolutionary as he claims?

He makes a few hundred million, which is fantastic, but everything I’ve seen is that these have a vision that they want to see realised.

[Makingmoneynow @makingmoneynow1]

Insiders are planning to participate in $ADUR $ACT.NE financing per yesterday's PR. Reminder, insiders prior to this raise own c. 34%

This is super bullish: https://t.co/DjMP2sXTs7

[BotanySoul @BotanySoul]

@RexTribunus @FreeGrass69 @dmeinvestor Russia - the literal gas station with nukes wants everyone to stop buying their hydrocarbon products. Sure.

[BotanySoul @BotanySoul]

@dmeinvestor $14.74 👊 I think any further weakness will be off the back of the broader market. Well executed raise timed to benefit from the pump from the fantastic data release.

[BotanySoul @BotanySoul]

@SLMacro @Mike_Taylor1972 @WBPetersen @Dami_Alfinity Agreed. You have absolutely no intention of having a conversation in good faith.

[BotanySoul @BotanySoul]

@SLMacro @Mike_Taylor1972 @WBPetersen @Dami_Alfinity All of your questions are easily answered by a quick google search. You aren't interested in the answer.

"It is difficult to get a man to understand something, when his [shareholding] depends upon his not understanding it."

Well thought out bear cases are very welcome.

[BotanySoul @BotanySoul]

@coopeeva @TheLongInvest Aduro breakout is because NGP data got released.

[BotanySoul @BotanySoul]

@Molbiam @dmeinvestor EPC partnership and licensing package will detail this. Hints towards cost-effectiveness includes off-take LOI, modular design (easier scaling), industry standard equipment (low maintenance costs and easier scaling)and low working temps.

[BotanySoul @BotanySoul]

@SLMacro @Mike_Taylor1972 @WBPetersen @Dami_Alfinity They are 'literally' a recycling company where regulatory bodies consider them a plastic recycling company. The New Jersey cope is some of the funniest I've seen from you lot.