Feedstock cost becomes contracted processing revenue.
That is the commercial significance of PlasCred’s new supply agreement with Circular Materials.
PlasCred Circular Innovations Inc. (CSE: PLAS | FSE: XV2) has executed a commercial supply agreement with Circular Materials, a national not-for-profit Producer Responsibility Organization.
Circular Materials will supply post-consumer plastic waste to PlasCred’s proposed Neos facility for processing under a tolling arrangement.
The structure matters:
✅ PlasCred receives contracted feedstock supply
✅ PlasCred is paid to process the material
✅ Feedstock procurement and transportation risk are reduced
✅ The agreement is backed by an EPR-driven supply framework
✅ PlasCred was selected through Circular Materials’ national REOI process
Neos is engineered to process up to 100 tonnes per day of mixed plastic waste into 500 barrels per day of refined hydrocarbon condensate.
This agreement supports the commercial foundation for Neos and reinforces PlasCred’s position in advanced plastic recycling infrastructure.
#AdvancedRecycling #PlasticRecycling #CircularEconomy #AlbertaIndustrialHeartland #PLAS #EPR
One step at a time to $1 and beyond.
$plas.cn has entered into an agreement with Circular Materials. This will ensure a consistent stream of feed for their operation.
https://t.co/4RoqFQqZlB
#BREAKING: Canadian telecom operator Rogers Communications is offering voluntary departure packages to half of its 25,000 employees, the Globe and Mail reported on Monday. https://t.co/zrfvPC6IEz
🧾 Pierre Poilievre spent two years screaming about grocery prices. Yesterday, Parliament voted on Bill C-226, a national framework to improve food price transparency, and force grocery chains to show Canadians where the money actually goes.
Poilievre voted NO. Every Conservative voted NO.
📊 Final tally: 168 Yea. 150 Nay. The bill passed, no thanks to the party that built its entire brand on "axe the tax" and grocery affordability.
🎭 This is the pattern. The grievance is the product. Solving the problem would end the grift. When there's an actual mechanism to hold grocers accountable, Conservatives fold for the industry every single time.
Poilievre doesn't want lower food prices. He wants the issue.
#cdnpoli
https://t.co/tnRbtlekKW
$PLAS.cn "Circular Naphtha"
Most investors miss the "chemical" side of the energy transition. Here’s why PlasCred’s circular naphtha is a massive pivot from standard oil.
Regular Naphtha: Drilled from the ground. High CAPEX virgin feedstock.
Circular Naphtha: Upcycled from landfill-bound plastic. Feedstock Advantage.
3 Reasons to Watch @PlasCred
1- Margin Potential:
Standard producers pay to extract oil. PlasCred aims to utilize "negative cost" feedstock by taking the 80% of plastic waste that regular recyclers often reject. Turning a liability into a high-value asset is the core of this model.
2- The "Drop-In" Solution:
Renewable Green Condensate is chemically designed as a replacement for virgin naphtha. Petro-giants can integrate it into existing supply chains to meet growing ISCC+ sustainability standards without retooling their plants.
3- Revenue Visibility:
The company has secured a 5-year definitive offtake agreement for 100% of the production from its first commercial facility (Neos).
Price: Fixed at $120 CAD/bbl, providing a clear revenue floor regardless of oil market volatility.
The Infrastructure Play 🏗️
Strategically located at CN Rail’s Scotford Yard. This provides a massive logistical edge for pulling in plastic waste from across North America
(over 32000KM of track) and shipping out finished product via the same rail network.
Bottom Line:
Standard naphtha is a commodity. Circular naphtha is a technology-driven asset helping solve the global plastic crisis. The move from the Primus pilot to the commercial Neos facility is the execution milestone to track.
Watch for the execution at Neos. That’s the catalyst.
#smallcaps #microcaps #cleantech #greentech
Disclaimer: Not financial advice. Speculative micro-cap investing involves high risk. This post reflects current project status based on public filings.
MAX POWER AND CEO RAN NARAYANASAMY NAMED FINALISTS FOR THREE NATIONAL AWARDS AS COMPANY ADVANCES COMMERCIAL EVALUATION OF CANADA’S FIRST CONFIRMED SUBSURFACE NATURAL HYDROGEN SYSTEM
https://t.co/Prqz9jz8A6
CSE: #MAXX | OTC: #MAXXF | FRA: #89N#MAXPowerMining#NaturalHydrogen #HydrogenEnergy #CleanEnergy #MaxPowerMining
MAX Power Takes Aim at Another Natural Hydrogen Discovery
MAX Power highlights a critical objective behind its Natural Hydrogen exploration in Saskatchewan: basin-scale continuity. Following Canada’s first confirmed natural hydrogen subsurface discovery at the Lawson well on the Genesis trend, MAX Power is aggressively advancing toward commercial validation.
Now, MAX Power is drilling the Bracken well 325 kilometres away—part of the Grasslands project extending 75 kilometres across southwest Saskatchewan—to expand the footprint of what could become a major new clean energy corridor.
This is not an isolated discovery confined to a single well. This is the pursuit of a highly repeatable gas system spanning vast distances. By testing distinct geological concepts—a structural dome at Lawson and a lateral stratigraphic seal at Bracken—MAX Power is demonstrating that different geological pathways can yield the exact same clean energy outcome.
Because repeatability defines scale, and scale defines industries, Saskatchewan is rapidly emerging as the birthplace of a new clean primary energy source, driven by a vision to move from "months to molecules, not years"
$MAXX on @CSE_News
$MAXXF on @OTCMarkets
#89N on @boersefrankfurt
#Hydrogen #NaturalHydrogen #HydrogenStocks #EnergyStocks #Saskatchewan
BREAKING: Exclusive BTS Opendoor HQ Tour
A rare look inside the machine.
On Q4'25 earnings day, CEO Kaz (@nejatian) walks us through their SF HQ, lets us sit in on a live product meeting, & shows us how a public company operates under extreme pressure.
Special POV: A deeper conversation with Michael Judd (@michaeljudd321), $OPEN Investor Relations & one of Opendoor’s longest standing employees.
Judd reflects on nearly a decade inside the company from early growth→ $0.50/share → @Opendoor 2.0.
It's clear, Kaz & the team are working faster than ever before & having a ton of fun.
Yes, there is a sword involved.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Inside Opendoor HQ
(00:57) Earnings day energy with CEO Kaz
(03:42) Why is there a sword in the conference room?
(04:58) Retail investors, capitalism, and leading in wartime
(08:08) Michael Judd on a decade of rise and reset
(10:25) Reinventing earnings with live streams
(13:38) Keeping up with Kaz
(14:16) The $OPEN Army
(15:07) From $0.50 share price to resurrection
(18:07) Closed doors at Opendoor?
(19:38) Inside a live product meeting with Kaz & team
Troy and Plascred are onto big things here. 13M market cap company with an offtake with Trafigura and they just secured 8M in govt funding and a 8M loan with BDC for NEOS. One more piece of funding ane construction begins in Fort Sask at the CN rail yard.
$120/barrel. Contracted. CN Rail logistics. $16.35M in government-backed funding and financing from ERA, Alberta Innovates, NRC-IRAP, and BDC.
PlasCred CEO Troy Lupul sat down with https://t.co/UuFSUIMkvW to walk through how Neos will convert mixed plastic waste into refinery-grade condensate at scale and why Alberta's Industrial Heartland is the right address for Canada's first commercial advanced recycling facility.
#PlasCred #AdvancedRecycling #PlasticRecycling #CNRailway #AlbertaIndustrialHeartland #IRAP #NRC #PLAS