Pyrogenesis PYR.V-- Spezialist für Plasmaprozesse,3-D Druck, Prozessausrüstungspakete (Seite 175)
eröffnet am 04.12.17 15:05:02 von
neuester Beitrag 02.04.24 11:57:57 von
neuester Beitrag 02.04.24 11:57:57 von
Beiträge: 2.982
ID: 1.268.727
ID: 1.268.727
Aufrufe heute: 34
Gesamt: 100.780
Gesamt: 100.780
Aktive User: 0
ISIN: CA74734T1049 · WKN: A12DDL · Symbol: 8PY
0,4115
EUR
-2,26 %
-0,0095 EUR
Letzter Kurs 24.05.24 Tradegate
Neuigkeiten
| Titel |
|---|
23.05.24 · globenewswire  |
21.05.24 · globenewswire |
15.05.24 · globenewswire |
10.05.24 · globenewswire |
02.05.24 · globenewswire |
Werte aus der Branche Dienstleistungen
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 21,000 | +50,00 | |
| 87,20 | +45,28 | |
| 3,0400 | +38,18 | |
| 2,4600 | +17,42 | |
| 53,69 | +15,41 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,7800 | -9,15 | |
| 12.000,00 | -9,77 | |
| 13,370 | -10,57 | |
| 9,6900 | -11,79 | |
| 29,15 | -15,38 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 65.237.038 von Wilhelm_Tell am 30.09.20 14:35:38
Aufgabenteilung
( Ich habe heute den HPQ thread übernommen ).
📈
Aufgabenteilung ( Ich habe heute den HPQ thread übernommen ).
📈
HPQ NANO Receives Request for Spherical Nano Silicon Material From Major Automobile Manufacturer; First Pre-Order Expected Soon
https://stockhouse.com/news/press-releases/2020/09/30/hpq-na…
MONTREAL, Sept. 30, 2020 (GLOBE NEWSWIRE) -- HPQ Silicon Resources Inc. ( “HPQ” or the “Company” ) TSX-V: HPQ ; FWB: UGE ; Other OTC : URAGF ; is pleased to announce today that its 100% owned subsidiary, HPQ Nano Silicon Powders inc (“HPQ NANO”), has received a request for Spherical Nano Silicon powders to be produced by the PUREVAP™ Nano Silicon Reactor (“NSiR ”) from a major automobile manufacturer which, when concluded, will represent the first order for these powders. The manufacturer is well aware that HPQ NANO will only fulfill this first order in December 2020 and, as such, this pre-order is simply a way for them to guarantee to be first in queue for this material. The automobile manufacture’s name shall remain anonymous for competitive and confidential reasons.
“This is indeed significant news. Although we do not expect this initial order to be a big order it does validate our strategic decision to enter this space,” said Bernard Tourillon, President & CEO of HPQ Silicon and HPQ NANO . “To have piqued the interest of a major industrial player so early on, and to the point where they will pay for product before production just to secure a position, speaks volumes about where we are and what we are doing. We are extremely proud as a Company to be at this table at this unique time . However, I must caution investors that although this pre-order signal s interest in our unique products, we are still at the very preliminary stages and there is no guarantee that anything of commercial value will materialize from these efforts. It does however demonstrate the potential for new and exciting advances by HPQ NANO in the silicon battery space.”
“We could not have wished for more so quickly,” said P. Peter Pascali CEO and Chairman of PyroGenesis Canada Inc. “To receive this type of validation mere weeks after signing a Development Agreement with HPQ Silicon , and mere days after a major Battery Conference, which highlighted the importance of such products, is astounding. We are excited to see HPQ NANO effectively taking pre-orders from giants in the industry who, based on our experience, are not in the habit of wasting their time. Once again congratulations to Bernard, his team, and his Board.”
About Silicon
Silicon (Si), also known as silicon metal, is one of today’s strategic materials needed to fulfil the Renewable Energy Revolution (“RER”) and the decarbonization of the economy presently under way. Silicon does not exist in its pure state; it must be extracted from quartz (SiO 2 ), in what has historically been a capital and energy intensive process.
About HPQ Silicon
HPQ Silicon Resources Inc. ( TSX-V: HPQ ) is a Canadian producer of Innovative Silicon Solutions, based in Montreal, building a portfolio of unique high value specialty silicon products needed for the coming RER.
Working with PyroGenesis Canada Inc. (TSX-V: PYR) , a high-tech company that designs, develops, manufactures and commercializes plasma - based processes, HPQ is developing:
The PUREVAP™ “Quartz Reduction Reactors” (QRR) , an innovative process (patent pending), which will permit the one step transformation of quartz (SiO 2 ) into high purity silicon (Si) at reduced costs, energy input, and carbon footprint that will propagate its considerable renewable energy potential ;
° HPQ believes it will become the lowest cost (Capex and Opex) producer of silicon (Si) and high purity silicon metal (3N – 4N Si);
The PUREVAP™ Nano Silicon Reactor (NSiR ) , a new proprietary process that can use different purities of silicon (Si) as feedstock, to make spherical silicon nanopowders and nanowires;
° HPQ believes it can also become the lowest cost manufacturer of spherical Si nanopowders and silicon-based composites needed by manufacturers of next-generation lithium-ion batteries ;
° During the coming months, spherical Si nanopowders and nanowires silicon-based composite samples requested by industry participants and research institutions’ will be produced using PUREVAP™ SiNR .
HPQ is also working with industry leader Apollon Solar of France to:
Use their patented process and develop a capability to produce commercially porous silicon (Si) wafers and porous silicon (Si) powders;
° The collaboration will allow HPQ to become the lowest cost producer of porous silicon wafers for all-solid -state batteries and porous silicon powders for Li-ion batteries;
° Develop the hydrogen generation potential of Silicon nanopowders for usage with the Gennao™ system;
° Commercialize, exclusively in Canada, and non-exclusive in the U.S.A., the Gennao™ H2 system and the chemical powders required for the hydrolysis production of Hydrogen ("H2").
This News Release is available on the company's CEO Verified Discussion Forum , a moderated social media platform that enables civilized discussion and Q&A between Management and Shareholders.
https://stockhouse.com/news/press-releases/2020/09/30/hpq-na…
MONTREAL, Sept. 30, 2020 (GLOBE NEWSWIRE) -- HPQ Silicon Resources Inc. ( “HPQ” or the “Company” ) TSX-V: HPQ ; FWB: UGE ; Other OTC : URAGF ; is pleased to announce today that its 100% owned subsidiary, HPQ Nano Silicon Powders inc (“HPQ NANO”), has received a request for Spherical Nano Silicon powders to be produced by the PUREVAP™ Nano Silicon Reactor (“NSiR ”) from a major automobile manufacturer which, when concluded, will represent the first order for these powders. The manufacturer is well aware that HPQ NANO will only fulfill this first order in December 2020 and, as such, this pre-order is simply a way for them to guarantee to be first in queue for this material. The automobile manufacture’s name shall remain anonymous for competitive and confidential reasons.
“This is indeed significant news. Although we do not expect this initial order to be a big order it does validate our strategic decision to enter this space,” said Bernard Tourillon, President & CEO of HPQ Silicon and HPQ NANO . “To have piqued the interest of a major industrial player so early on, and to the point where they will pay for product before production just to secure a position, speaks volumes about where we are and what we are doing. We are extremely proud as a Company to be at this table at this unique time . However, I must caution investors that although this pre-order signal s interest in our unique products, we are still at the very preliminary stages and there is no guarantee that anything of commercial value will materialize from these efforts. It does however demonstrate the potential for new and exciting advances by HPQ NANO in the silicon battery space.”
“We could not have wished for more so quickly,” said P. Peter Pascali CEO and Chairman of PyroGenesis Canada Inc. “To receive this type of validation mere weeks after signing a Development Agreement with HPQ Silicon , and mere days after a major Battery Conference, which highlighted the importance of such products, is astounding. We are excited to see HPQ NANO effectively taking pre-orders from giants in the industry who, based on our experience, are not in the habit of wasting their time. Once again congratulations to Bernard, his team, and his Board.”
About Silicon
Silicon (Si), also known as silicon metal, is one of today’s strategic materials needed to fulfil the Renewable Energy Revolution (“RER”) and the decarbonization of the economy presently under way. Silicon does not exist in its pure state; it must be extracted from quartz (SiO 2 ), in what has historically been a capital and energy intensive process.
About HPQ Silicon
HPQ Silicon Resources Inc. ( TSX-V: HPQ ) is a Canadian producer of Innovative Silicon Solutions, based in Montreal, building a portfolio of unique high value specialty silicon products needed for the coming RER.
Working with PyroGenesis Canada Inc. (TSX-V: PYR) , a high-tech company that designs, develops, manufactures and commercializes plasma - based processes, HPQ is developing:
The PUREVAP™ “Quartz Reduction Reactors” (QRR) , an innovative process (patent pending), which will permit the one step transformation of quartz (SiO 2 ) into high purity silicon (Si) at reduced costs, energy input, and carbon footprint that will propagate its considerable renewable energy potential ;
° HPQ believes it will become the lowest cost (Capex and Opex) producer of silicon (Si) and high purity silicon metal (3N – 4N Si);
The PUREVAP™ Nano Silicon Reactor (NSiR ) , a new proprietary process that can use different purities of silicon (Si) as feedstock, to make spherical silicon nanopowders and nanowires;
° HPQ believes it can also become the lowest cost manufacturer of spherical Si nanopowders and silicon-based composites needed by manufacturers of next-generation lithium-ion batteries ;
° During the coming months, spherical Si nanopowders and nanowires silicon-based composite samples requested by industry participants and research institutions’ will be produced using PUREVAP™ SiNR .
HPQ is also working with industry leader Apollon Solar of France to:
Use their patented process and develop a capability to produce commercially porous silicon (Si) wafers and porous silicon (Si) powders;
° The collaboration will allow HPQ to become the lowest cost producer of porous silicon wafers for all-solid -state batteries and porous silicon powders for Li-ion batteries;
° Develop the hydrogen generation potential of Silicon nanopowders for usage with the Gennao™ system;
° Commercialize, exclusively in Canada, and non-exclusive in the U.S.A., the Gennao™ H2 system and the chemical powders required for the hydrolysis production of Hydrogen ("H2").
This News Release is available on the company's CEO Verified Discussion Forum , a moderated social media platform that enables civilized discussion and Q&A between Management and Shareholders.
Antwort auf Beitrag Nr.: 65.232.415 von married am 30.09.20 08:51:42CO2 Verringerung.
Dazu passend
und als Verdeutlichung des Unterschieds zwischen Pelletisierung und ( späterer ) Stahlherstellung.:
Quick question..just read up on some news regarding Vale partnering up with Kobe Steel/Midrex for lowering C02 GHG in the steel making process sounds really big...any concerns for PYR?
https://www.kitco.com/news/2020-07-13/Kobe-Steel-Vale-and-Mi…
https://www.midrex.com/press-release/kobe-steel-vale-and-mit…
http://www.vale.com/indonesia/EN/aboutvale/news/Pages/vale-i…
Thanks for all your incredible work for all the shareholders!
007
Dear 007,
Thanks for posting here again.
I assume what you are asking is should the Kobe Steel/Vale/Mitsui venture to work on low CO2 ironmaking have any success would that effect PyroGenesis’ offering to provide torches to iron ore pelletization.
There is absolutely nothing to be concerned about. The Kobe Steel/Vale/Mitsui venture is downstream from us. They are trying to improve/replace the blast furnace process to make steel from the pellets we provide. You see, we concentrate the iron ore at the source and the resultant pellets are then feed into the blast furnace downstream.
This is all good and underscores the intense pressure the industry is under to address GHG emissions, and the amount of money being dedicated to address this concern. Our patented simple bolt-on-replacement is having a tremendous impact on the GHG reduction strategy of many many such companies.
Hope this helps
Peter
Dazu passend
und als Verdeutlichung des Unterschieds zwischen Pelletisierung und ( späterer ) Stahlherstellung.:
Quick question..just read up on some news regarding Vale partnering up with Kobe Steel/Midrex for lowering C02 GHG in the steel making process sounds really big...any concerns for PYR?
https://www.kitco.com/news/2020-07-13/Kobe-Steel-Vale-and-Mi…
https://www.midrex.com/press-release/kobe-steel-vale-and-mit…
http://www.vale.com/indonesia/EN/aboutvale/news/Pages/vale-i…
Thanks for all your incredible work for all the shareholders!
007
Dear 007,
Thanks for posting here again.
I assume what you are asking is should the Kobe Steel/Vale/Mitsui venture to work on low CO2 ironmaking have any success would that effect PyroGenesis’ offering to provide torches to iron ore pelletization.
There is absolutely nothing to be concerned about. The Kobe Steel/Vale/Mitsui venture is downstream from us. They are trying to improve/replace the blast furnace process to make steel from the pellets we provide. You see, we concentrate the iron ore at the source and the resultant pellets are then feed into the blast furnace downstream.
This is all good and underscores the intense pressure the industry is under to address GHG emissions, and the amount of money being dedicated to address this concern. Our patented simple bolt-on-replacement is having a tremendous impact on the GHG reduction strategy of many many such companies.
Hope this helps
Peter
Muss man nicht ( alles ) gelesen und verstanden haben,
ich lege es aber Mal hier ab,
um nach einigen Wochen die weitere Entwicklung abzugleichen:
https://stockhouse.com/companies/bullboard?symbol=v.pyr&post…
VALE probability, numbers **UPDATED** Calculations SUMMARY
Hey guys..I updated previous post w updated info on August 9,2020 from the post on July 13,2020 someone just posted and rather this one up as the numbers were just a educated guestimate based on the public info at hand at the time.
Connecting the dots....VALE is the highest probability that it is CLIENT A..which would be monsterous and huge!!!
Here is more updated post of July 13,2020 but please note this is not gospel as it would be impossible to determine what is actually earmarked by Vale for torches alone to eliminate GHG....however this is still a very good basis why Vale is CLIENT A and regardless a company like Vale if so, can easily handly a major capital expenditure:
While reading post by MazerRR (one of the best DD posters on this forum) I re-read Vale's Climate Chage initiative he posted:
http://www.vale.com/esg/en/Pages/ClimateChange.aspx and I realized few things but most importantly calculations of the reduction of GHG estimates:
The calculation corrections were mainly due to reading it as reduction of 9.5M tons of GHG when it should be reduction to 9.5M tons which is a far smaller number of 4.65M tons which increases the allocation figure very signficantly from $210.53USD/ton to $430USD/ton...which bodes even better for Pyrogenesis as we speculate it who Client A is(the strongest indication it is indeed Vale but regardless who it is...it is massive for PYR!)
1. VALE Iron Ore Producer / Salient Points:
$57Billion USD market cap .
Biggest iron ore pelletization international producer in the world
International producer with 19 plants[11 plants in Brazil (4 are currently suspended), 25% stake in 2 pellet plants in China, 2 plants in Oman, 4 plants through JV with BHP Biliton]
$2Billion USD earmarked/budgeted specifically to lower Vale's GHG emissions by 33 % in less than 9 years(2030)
Reduction target to 9.5Millions not of 9.5Million tons which is actually 4.65 Million tons of GHG emissions by 2030 (33% of 2017 levels 14.1Mt CO2 = 4.65 Mt CO2)
$2B/4.65Mt CO2= $210.53USD $430 USD price per ton of annual CO2 reduction [ SIDE NOTE: 10 years until the deadline of 2030, equates to ~$43 USD/ton (if you don’t include 2020), which is close to the $50 USD/ton Vale has adopted as an internal (Shadow) carbon price for economic feasibility studies for projects; their Shadow carbon price also happens to be within the range of the estimated carbon credit price by 2030 within the EU emissions trading system (37$ USD to 68$ USD].
2. Pyrogensis correlation & relevance / Salient Points:
Vale stated in their sustainability report(p97) to decarbonization of metallurgy and using electric processes to accomplish that...."One of t465he main curren programs of the company is PowerShift, which seeks to boost innovation and technologies for the effective reduction GHG emissions in operations...."
Pyrogenesis’ first NR for this client on April 30 stated that the client is an ‘international producer’ of iron-ore pellets with over 10 plants requiring plasma torches
June 11, 2020 Pyrogenesis NR states the use of PYR's plasma torches could result in at CO2 reduction in excess of 350,000 tons per year per plant *THIS IS OF HUGE IMPORTANCE*
Vale's utilizing PYR's torches per plant:~350,000 tons/year x $210.53USD/plant $430 USD / ton of annual CO2 reduced = $73.7 $150.5 Million USD / Plant (taking into account 10 plants or ~500 torches this would be ~$1.5B USD note: it could be more than 10 plants, this is just used as an example)
Economics effectiveness per torch: $73.7M USD/50 torches per plant=$1.474M USD is $2M CDN $150.5M USD / 50 torches per plant=$3.01M USD/torch (this is an estimate at how much Vale would be willing to pay based on the $2B investment towards GHG reduction)
3. PYR market advantage/key pts:
PYR is the ONLY game in town who is the only induration plasma torch application granted patent!
On July 2, Pyrogenesis announced that the subsequent phases of the benefits of transitioning to plasma torches were extended by 6 weeks in order to incorporate the additional data into an ‘ideal plasma torch configuration’ for this client, with the ultimate goal being to eliminate GHG emissions from all their plants. “Barring any unforeseen events, we believe that it is entirely reasonable that initial torch equipment purchases will be placed in Q3 2020.”
Only a few days later, July 6, Vale announced plans to offer notes due 2030 and July 7 there is the US $1.5B offering due 2030 fully subscribed by July 9,2020. 2030 note's due date is exact same as the Vale's 2030 33% GHG reduction. The timing of the offering and the dollar value heavily leans towards everything coming together...very strongly!
As calculated above, $3.01M USD is an estimate of the amount Vale can budget for each PYR plasma torch, to fit within Vale’s $2B USD investment allocated to renewable energy & lower carbon solutions for a GHG reduction of 33% (to meet the 2030 emissions target & align with Science Based Target Initiative (SBTI) methodology & the Paris agreement).
4. Vale's mitigation/recovery of investment CAPEX:
Gov't grant $
Carbon credits (Brazil should have a carbon credit system within the next year/two & be able to trade credits internationally)
Potential OPEX savings by using cheap hydro vs fossil fuel (Also, Carbon pricing mechanisms may drive up the price of fossil fuels in the future, introducing additional risk to its use.)
Higher sales of iron pellets as they are produced cleanly (more attractive vs competitors’ product as their pellets reduce indirect emissions in iron ore production value chain & are potentially cheaper as they won’t need to price in carbon cost)
Avoiding fines/penalties
Access to credit facilities & debt issuances from financial institutions
Appeasing investors
Meeting internal emission reduction targets & complying with Paris agreement
Summary:
In particular, the ability to sell iron pellets at a cheaper price would put pressure on the competition to follow suit and reduce CO2 emissions to remain competitive (this may explain the flurry of interest in Pyro’s torches – PYR also has a patent on plasma torches in Iron pelletizing induration furnaces)
It’s therefore reasonable to conclude $3M USD CDN NPV valuation per torch as Peter stated (he mentioned $3M per in NRs, but on Agoracom stated it is reasonable to assume this is in USD).
15 plants @ 350,000 tons/year reduction of GHG w PYR torches = 5.25Million tons/year of reduced GHG emissions . Compare that with Tesla 3.6Million tons over 3 years to day. Vale can almost double that inredible feat in the 1st year utilizing PYR's torches
Torch sale calculations Client A(Vale) best case scenario:
Highest and best case with full swap out of all of Vale's 15 plants: 15 x 50 torches/plant = 750 torches. 750 torches x $3M/torch =$2.25B torch sale @67% margin = $1.5075B USD profit [ based on Sweden Rise contract of $1M w small profit cab deduce $3M would carry 67% profit margine spread at base min].
Add 5% recurring revenue for maintance 20-30 years useful economic life of torches = $75M USD/year [very high profit margin as only one service center PYR]. I will let you guys use your own P/E ratios of 20,30 etc....
Client B , C and beyond...for now this is monterous huge!! This is only one division in 1 industry...PYR has other massive divisions that can and will morph into greatness you can be sure of that!
ich lege es aber Mal hier ab,
um nach einigen Wochen die weitere Entwicklung abzugleichen:
https://stockhouse.com/companies/bullboard?symbol=v.pyr&post…
VALE probability, numbers **UPDATED** Calculations SUMMARY
Hey guys..I updated previous post w updated info on August 9,2020 from the post on July 13,2020 someone just posted and rather this one up as the numbers were just a educated guestimate based on the public info at hand at the time.
Connecting the dots....VALE is the highest probability that it is CLIENT A..which would be monsterous and huge!!!
Here is more updated post of July 13,2020 but please note this is not gospel as it would be impossible to determine what is actually earmarked by Vale for torches alone to eliminate GHG....however this is still a very good basis why Vale is CLIENT A and regardless a company like Vale if so, can easily handly a major capital expenditure:
While reading post by MazerRR (one of the best DD posters on this forum) I re-read Vale's Climate Chage initiative he posted:
http://www.vale.com/esg/en/Pages/ClimateChange.aspx and I realized few things but most importantly calculations of the reduction of GHG estimates:
The calculation corrections were mainly due to reading it as reduction of 9.5M tons of GHG when it should be reduction to 9.5M tons which is a far smaller number of 4.65M tons which increases the allocation figure very signficantly from $210.53USD/ton to $430USD/ton...which bodes even better for Pyrogenesis as we speculate it who Client A is(the strongest indication it is indeed Vale but regardless who it is...it is massive for PYR!)
1. VALE Iron Ore Producer / Salient Points:
$57Billion USD market cap .
Biggest iron ore pelletization international producer in the world
International producer with 19 plants[11 plants in Brazil (4 are currently suspended), 25% stake in 2 pellet plants in China, 2 plants in Oman, 4 plants through JV with BHP Biliton]
$2Billion USD earmarked/budgeted specifically to lower Vale's GHG emissions by 33 % in less than 9 years(2030)
Reduction target to 9.5Millions not of 9.5Million tons which is actually 4.65 Million tons of GHG emissions by 2030 (33% of 2017 levels 14.1Mt CO2 = 4.65 Mt CO2)
$2B/4.65Mt CO2= $210.53USD $430 USD price per ton of annual CO2 reduction [ SIDE NOTE: 10 years until the deadline of 2030, equates to ~$43 USD/ton (if you don’t include 2020), which is close to the $50 USD/ton Vale has adopted as an internal (Shadow) carbon price for economic feasibility studies for projects; their Shadow carbon price also happens to be within the range of the estimated carbon credit price by 2030 within the EU emissions trading system (37$ USD to 68$ USD].
2. Pyrogensis correlation & relevance / Salient Points:
Vale stated in their sustainability report(p97) to decarbonization of metallurgy and using electric processes to accomplish that...."One of t465he main curren programs of the company is PowerShift, which seeks to boost innovation and technologies for the effective reduction GHG emissions in operations...."
Pyrogenesis’ first NR for this client on April 30 stated that the client is an ‘international producer’ of iron-ore pellets with over 10 plants requiring plasma torches
June 11, 2020 Pyrogenesis NR states the use of PYR's plasma torches could result in at CO2 reduction in excess of 350,000 tons per year per plant *THIS IS OF HUGE IMPORTANCE*
Vale's utilizing PYR's torches per plant:~350,000 tons/year x $210.53USD/plant $430 USD / ton of annual CO2 reduced = $73.7 $150.5 Million USD / Plant (taking into account 10 plants or ~500 torches this would be ~$1.5B USD note: it could be more than 10 plants, this is just used as an example)
Economics effectiveness per torch: $73.7M USD/50 torches per plant=$1.474M USD is $2M CDN $150.5M USD / 50 torches per plant=$3.01M USD/torch (this is an estimate at how much Vale would be willing to pay based on the $2B investment towards GHG reduction)
3. PYR market advantage/key pts:
PYR is the ONLY game in town who is the only induration plasma torch application granted patent!
On July 2, Pyrogenesis announced that the subsequent phases of the benefits of transitioning to plasma torches were extended by 6 weeks in order to incorporate the additional data into an ‘ideal plasma torch configuration’ for this client, with the ultimate goal being to eliminate GHG emissions from all their plants. “Barring any unforeseen events, we believe that it is entirely reasonable that initial torch equipment purchases will be placed in Q3 2020.”
Only a few days later, July 6, Vale announced plans to offer notes due 2030 and July 7 there is the US $1.5B offering due 2030 fully subscribed by July 9,2020. 2030 note's due date is exact same as the Vale's 2030 33% GHG reduction. The timing of the offering and the dollar value heavily leans towards everything coming together...very strongly!
As calculated above, $3.01M USD is an estimate of the amount Vale can budget for each PYR plasma torch, to fit within Vale’s $2B USD investment allocated to renewable energy & lower carbon solutions for a GHG reduction of 33% (to meet the 2030 emissions target & align with Science Based Target Initiative (SBTI) methodology & the Paris agreement).
4. Vale's mitigation/recovery of investment CAPEX:
Gov't grant $
Carbon credits (Brazil should have a carbon credit system within the next year/two & be able to trade credits internationally)
Potential OPEX savings by using cheap hydro vs fossil fuel (Also, Carbon pricing mechanisms may drive up the price of fossil fuels in the future, introducing additional risk to its use.)
Higher sales of iron pellets as they are produced cleanly (more attractive vs competitors’ product as their pellets reduce indirect emissions in iron ore production value chain & are potentially cheaper as they won’t need to price in carbon cost)
Avoiding fines/penalties
Access to credit facilities & debt issuances from financial institutions
Appeasing investors
Meeting internal emission reduction targets & complying with Paris agreement
Summary:
In particular, the ability to sell iron pellets at a cheaper price would put pressure on the competition to follow suit and reduce CO2 emissions to remain competitive (this may explain the flurry of interest in Pyro’s torches – PYR also has a patent on plasma torches in Iron pelletizing induration furnaces)
It’s therefore reasonable to conclude $3M USD CDN NPV valuation per torch as Peter stated (he mentioned $3M per in NRs, but on Agoracom stated it is reasonable to assume this is in USD).
15 plants @ 350,000 tons/year reduction of GHG w PYR torches = 5.25Million tons/year of reduced GHG emissions . Compare that with Tesla 3.6Million tons over 3 years to day. Vale can almost double that inredible feat in the 1st year utilizing PYR's torches
Torch sale calculations Client A(Vale) best case scenario:
Highest and best case with full swap out of all of Vale's 15 plants: 15 x 50 torches/plant = 750 torches. 750 torches x $3M/torch =$2.25B torch sale @67% margin = $1.5075B USD profit [ based on Sweden Rise contract of $1M w small profit cab deduce $3M would carry 67% profit margine spread at base min].
Add 5% recurring revenue for maintance 20-30 years useful economic life of torches = $75M USD/year [very high profit margin as only one service center PYR]. I will let you guys use your own P/E ratios of 20,30 etc....
Client B , C and beyond...for now this is monterous huge!! This is only one division in 1 industry...PYR has other massive divisions that can and will morph into greatness you can be sure of that!
Antwort auf Beitrag Nr.: 65.224.642 von Wilhelm_Tell am 29.09.20 15:09:26Sehr guter Beitrag👍
Trading Spotlight
Antwort auf Beitrag Nr.: 65.223.379 von ThePoint am 29.09.20 13:33:50Ich halte wenig von vom Short gejammer von den Pusher bei stockhouse. PYR ist wahnsinnig gestiegen dieses Jahr und somit ein logisches Ziel für Shorter, da solche Aktien auf ihren Screening Listen auftauchen. PYR hat auch keine grosse Umsätze und der Gewinn in Q2 kam auch nur zu stande duch die Beteiligung von HPQ. Ein solches Setup ist in den meisten Fällen für Shorter sehr luktrativ, da bei solchen Firmen viel Fantasie und und wenig Substanz gibt.
Doch manchmal hat so eine Firma Substanz – und bei PYRO scheint das der Fall zu sein 😀👍
Spätestens wenn die Ore Pelletization Verträge unterschrieben werden, werden die Short Seller andere Ziele suchen und weiter ziehen.
Doch manchmal hat so eine Firma Substanz – und bei PYRO scheint das der Fall zu sein 😀👍
Spätestens wenn die Ore Pelletization Verträge unterschrieben werden, werden die Short Seller andere Ziele suchen und weiter ziehen.
Antwort auf Beitrag Nr.: 65.223.379 von ThePoint am 29.09.20 13:33:50ich hoffe dann schon mal für uns auf steigende Kurse 📈
und
für Dich im Besonderen das alles klappt und Du genug Kohle für den Umzug nach Ligurien und auch noch mehr hier verdienst
und
für Dich im Besonderen das alles klappt und Du genug Kohle für den Umzug nach Ligurien und auch noch mehr hier verdienst
Antwort auf Beitrag Nr.: 65.220.622 von ThePoint am 29.09.20 10:01:00Ich habe im SH die Frage gestellt, ob man mir den Grund erklären könnte, warum der SP gestern, obwohl ohne NR/PR, doch stark gestiegen sei?
Hier eine Antwort:
Nothing, nothing.
Except, we are way undervalued according to increasingly some
;-))
Hier eine Antwort:
Nothing, nothing.
Except, we are way undervalued according to increasingly some
;-))
Antwort auf Beitrag Nr.: 65.217.958 von ThePoint am 28.09.20 22:44:15Naja, Peter hat dann doch am Abend (kanadischer Zeit) wieder gepostet
Antwort auf Beitrag Nr.: 65.214.949 von Gexe006 am 28.09.20 17:55:211. die Aktie macht einen richtigen Sprung ohne NR/PR
2. falls ich es richtig habe, liegt dies an einem möglichen contract mit Arcbyt?
3. vlt. ein gutes Zeichen, dass eine NR/PR bevorsteht, dass Peter heute nicht auf Agoracom gepostet hat
🙂
2. falls ich es richtig habe, liegt dies an einem möglichen contract mit Arcbyt?
3. vlt. ein gutes Zeichen, dass eine NR/PR bevorsteht, dass Peter heute nicht auf Agoracom gepostet hat
🙂
Durchsuchen
