mrt_reconvalue

Real Assets, Small Government. Risk Reward. Investing.

[mrt_reconvalue @reconvalue]

@leighjasper Absolute mess. Capital flows where its treated best and Australia ain't it.

[mrt_reconvalue @reconvalue]

The truth often lies in the middle ground. This sounds about right, but its moving so fast its hard to tell sometimes.

[The Long Investor @TheLongInvest]

$ADUR just dropped its most significant PR to date and most people won't understand what just happened.

Aduro signed its FIRST EVER offtake agreement.

The commitment to purchase the initial production parcel is BINDING. Read that again. A global trader made a binding commitment to buy product from a plant that hasn't been built yet. That is conviction.
This changes the entire risk profile:

Two analyst Buys on this name. D. Boral at $50. Wainwright at $26.86.

Neither model priced in a binding offtake because none existed until today.
~33-35M shares. ~34% insider ownership. Tight float.
Zero to one.
The most important move on the board.

https://t.co/IcmCo1u8Y6
NFA. DYOR. Opus 4.6Extended

[mrt_reconvalue @reconvalue]

@sethrose @DanielMiessler Awesome work. Thanks.

[mrt_reconvalue @reconvalue]

@solo_dio_ The great Australian scream!

[mrt_reconvalue @reconvalue]

Game changing for plastic waste.

[Hostages and Probability @HostagesandProb]

When I first began researching $ADUR (a couple of years ago), I came across a chemical engineer (on a public forum) who was pushing back hard against the validity of the company’s IP. I reached out to him to better understand his perspective.

The guy was legit – his experience included Refinery/Process Engineer at a major oil company. He had studied $ADUR’s patent filings and was doubtful about their claims. He noted the secrecy around their HCT process in the filings, and while he admitted that $ADUR had to protect the confidentiality of their IP, he speculated that the secrecy was due to a lack of real innovation. Instead, he postulated that their process was nothing more than “supercritical water co-liquefaction” in disguise.

I pushed back a bit, noting that Aduro had publicly denied a supercritical water co-liquefaction process. What he said next has stayed with me to this day. He said (paraphrasing): “Look, this is something every oil major – with way more resources – has tried to solve because the economics are huge. There is no way Aduro can do what they claim. In fact, if their claims are somehow true, they would deserve a Nobel prize – it is THAT revolutionary and important.”

Ever since I had that conversation, I have worried deep down that – perhaps – the guy was right – that, at some point, Aduro would be unmasked as a pretender. After all, the company was first listed on the scammy CSE (now on Nasdaq as well). However, $ADUR checked nearly every other box for me, so I bought in at $50 million in market cap. And while the company has executed and the stock is up 7x, the technology risk (and the Chemical Engineer’s words) continued to nag at me.

But no more. As I mentioned in my X post last week, the recent $ADUR headlines (the Shell GameChanger graduation and the successful pilot-scale steam cracker test) have finally put my concerns to rest. If Aduro didn’t have the goods, they would have failed right here. There is no way Shell “graduates” the company if the IP is flawed or fraudulent. The European cracking facility would have thrown $ADUR out of the building if their process was something other than what they claim.

So, where does that leave us? It leaves us on the ground floor of a tremendous opportunity. One thing that Chemical Engineer was correct about is that Aduro's HCT process is revolutionary, important, and Nobel prize worthy. I imagine this is why CEO, Ofer Vicus, said “they will write books about us”.

I am all in on $ADUR.

[mrt_reconvalue @reconvalue]

Tether founders investing a whole bunch in Gold be like ….

[AllStreetsWolf 📈 @AllStreetsWolf]

Crypto investors abandoning their digital ponzi & flocking over to primitive Gold & Silver.

[mrt_reconvalue @reconvalue]

@ASX__Trader Hope this is true for our kids sake. I fear negative gearing and ever growing government incentives keep the ponzi going.

[WHITΞ RΛBBIT SPΞCIFIC @SpecificWhite]

👀 If you want to understand the scale behind $ADUR x ECOCE, look at who’s tied into it.
These are companies publicly referenced as ECOCE members or associated industry participants in Mexico’s national packaging-management system:

• Coca-Cola / Coca-Cola FEMSA 🌐
• PepsiCo 🌐
• Nestlé México 🌐
• Danone / Bonafont 🌐
• Grupo Bimbo
• Arca Continental
• Jumex
• La Costeña
• Grupo Herdez
• Tetra Pak México 🌐
• Plus ~20+ other major food & beverage producers representing 80+ brands

This is the ecosystem Aduro just signed a multi-year framework collaboration with.

💥 Not a startup. Not a lab group.
A national PRO backed by the biggest packaging producers in a country of 132 million people, handling 1.5M tonnes/year of flexible & multilayer plastics, the exact feedstock HCT was built for. $ADUR $ACT $ACTHF

[mrt_reconvalue @reconvalue]

@LukeGromen @AvidCommentator @matt_barrie A familiar story, echoes of madness in Australia.

[mrt_reconvalue @reconvalue]

@Mark_Graph @AvidCommentator

[mrt_reconvalue @reconvalue]

@AvidCommentator

[mrt_reconvalue @reconvalue]

@Chriscoveries What a setup, look at the mug taking photos at opportune moments. They are out seeking a photo opp. I’m referring to the left wing muppets with masks on. Probably paid actors.

[mrt_reconvalue @reconvalue]

@StupidBill1 @indepinvest That patent uses a supercritical water reaction. That means extreme heat required. This is exactly what Aduro is avoiding. Extreme heat likely means extreme issues getting the process to efficiently work. Info @makingmoneynow1 has already shared. https://t.co/DHG8gnYxia

[Makingmoneynow @makingmoneynow1]

Addressing some common misconceptions about $ADUR ’s HCT (scale-up FAQ)
Long $ADUR. I own shares. Not financial advice—do your own DD.

1) What HCT is (simple):
It’s water-assisted chemistry that breaks plastics at moderate heat—not extreme-heat pyrolysis and not supercritical-water HTL. Think smart cooking, not a blowtorch.

2) “Bigger reactor = worse heating”?
Aduro doesn’t use one giant pot. The NGP is modular & continuous—extruder → reactor → product-recovery—so you scale by numbering up smaller flow paths. That keeps temps more uniform.

3) Uniform heat control:
Parallel trains + industrial automation hold temperatures in a tight band across the system (the point of a fully instrumented, continuous pilot).

4) “No stir bar in a 30 m tank—how do they mix?”
They don’t use a giant tank. The extruder pre-mixes and meters the viscous melt with water, and then the continuous reactor finishes conversion.

5) Handling dirty feeds, valves, and let-down:
This is why extruders exist in plastics—they reliably push/condition thick, messy melts. NGP’s extruders passed FAT; Zeton is assembling modular skids; Siemens is integrating controls.

6) Fouling/coke risk:
Running at milder severity targets saturated products, reducing gunk vs pyrolysis. Continuous-unit PP tests showed ~95% to hydrocarbon oil with ≤5% char+gas.

7) “Can it handle mixed/dirty stuff?”
Early synthetic-turf trials (a nasty, multilayer, contaminated feed) were encouraging—exactly the kind of real-world stream HCT aims to serve. investors.adurocleantech.com+1

8) “But can they run 1,000+ hours?”
Earlier, the R2 continuous unit logged over 240 tests (the longest single run was ~36 hours). The NGP is the step to prove long, steady campaigns and nail mass/energy balances.

9) Timeline you can track:
Commissioning is phased, with two systems scheduled for September 2025, the third for October 2025, followed by integrated wet runs and operating campaigns.

10) Investor checklist (what I’ll watch):
• Even outlet temps across trains at higher throughputs
• Stable torque/ΔP on extruder & reactor (esp. on “dirty” blends)
• Yields & product quality steady across mixed feeds
• Time betweenthe cleanings trending longer (low fouling)
• Data rolled into the ~8 kt/yr demo design basis

My conclusion:
Given all the above, I don’t see NGP scale-up as the blocker. My comfort comes from: (a) moderate-severity chemistry (not a blowtorch), (b) modular, continuous design with an extruder front-end, (c) tier-one vendors (Siemens controls, Zeton build), (d) tough-feed trials like synthetic turf, and (e) a clear path to the 8 kt/yr demo if NGP runs as planned. Many will wait for the operating data—totally fair. I’m positioned before that confirmation. Long $ADUR. Not financial advice.

[mrt_reconvalue @reconvalue]

@bowtiedstocks Australia has fallen. None of this ends well. Peak stupidity is kicking in.

[mrt_reconvalue @reconvalue]

@The_PennyQueen @TheLongInvest

[mrt_reconvalue @reconvalue]

@ausvstheagenda Let’s tell the people how to think, because that ended so well for the soviets. 😂

[mrt_reconvalue @reconvalue]

@competentmanpod Tom you made palisades what it is. Pretty sure the entire listener base will follow you.

[mrt_reconvalue @reconvalue]

@matt_barrie When does it break though? The two party system is broken but they keep doing everything in their power to pump the Ponzi. Take 5% deposits the most absurd policy we have seen in 40 years. At the same time the printing press is spitting out $$

[mrt_reconvalue @reconvalue]

@PaulAndreola @smallcapdisc 💯$ADUR - Massive problem solved, patents, big oil support