https://t.co/qKZhET6wS5
$ADUR big update. 86% yield will get more than 2% market share in my opinion, but only 2% would get to 100x from here. I'm buying more
Pilot plant update: 86% liquid hydrocarbon yield.
Our latest NGP Pilot Plant operating campaigns delivered a major step forward, with results consistent with our prior lab & R2 scale tests.
Key highlights:
• 86% liquid hydrocarbon yield
• 47-hour continuous experimental run
• 29 hours of steady-state operation
• 85% of the liquid product at C20 or below
• Product quality aligned with prior R2 results
This progress demonstrates that expected performance can be repeated, measured, and translated into the engineering data needed for our first-of-a-kind facility.
👉 https://t.co/ipyY098T6f
$ACT.TO $ADUR #CleanTech #EcoInnovation #PlasticRecycling #CircularEconomy
Breaking news! 💥
Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions
Tue, Jun 02, 2026 07:00 CET
Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030
Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market.
Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability.
https://t.co/xyns9R2hAJ
New article is out!
Used cooking oil → Sustainable aviation fuel?
Sounds insane.
But $ADUR's chief scientist published peer-reviewed evidence that their chemistry can do that... and much more!
At a lower cost than anything in use today.
The renewable oils vertical is a +$100B TAM opportunity.
The recent peer-reviewed paper just proved $ADUR is not sleeping on it.
I wrote the article below so you can understand more in depth what this vertical is about👇
@BotanySoul@The_PennyQueen@ClassicValueInv@Amateur_Inv If Aduro enables (1) lower opex, (2) higher yield, (3) cheaper feedstock tolerance, or (4) higher-value product slate, the customer’s project IRR can improve enough that paying a royalty is rational. In other words, the royalty is not "a tax on capex"
@dexapiko@Gubloinvestor https://t.co/q5vjA3YbJ0 I made a valuation tool a while ago, see for yourself. Their TAM is huge, they are currently scaling and their technology is proven
Why $SIVE is a 10x from today’s levels. (The math)
Opportunity pipeline:
- 2025: ~$276M
- 2026: ~$453M
TAM is basically 10x from here. If the opportunity pipeline for $SIVE grew by 64% YoY, and that continues to over the next few years:
- 2027: ~$742M
- 2028: ~$1.18B
$SIVE executed 10% on opportunity pipeline numbers in 2025.
Let us say they do the same, adding 25% YoY growth rate, by 2028, that is around ~$184M in revenue, which makes it a ~$10B at 50x P/S.
Now, I think 64% pipeline & 25% YoY growth is still small, considering CPO is projecting 10x overall TAM growth over the next 5 years and the inflection will begin in 2027.
TLDR: Opportunity pipeline will scale over the next few years and the revenue for $SIVE will be in multiples of 100s of millions of dollars. Anything ~$200-500M USD is possible.