🚀 Ready to Rock @PoconoRaceway #tunein Sunday 1pm ET @PrimeVideo

Why I think $ADUR will have no problem scaling: First let's understand the biggest challenge most plastic recycling companies face. And it's not the chemistry, it's about the building the actual infrastructure: - For conventional recycling like pyrolysis to make money, the plant has to be big. I mean, really HUGE. - Small plants just don't pay off, so the first commercial plant often has to be large right out of the gate. And large gets expensive fast. Easily $3,500 to $7,500 per tonne of capacity, which pushes you toward a nine-figure project before you've earned a cent. - These plants also tend to run on custom-built machinery. And when something hasn't been built before, scaling it up is genuinely hard to predict, hard to staff, and super slow. - There's also a step people miss: the oil pyrolysis produces usually isn't ready to use on its own. - It carries contaminants a steam cracker won't accept, so it needs a second clean-up stage before it becomes a real feedstock. None of this makes the technology bad. - It just means the bar to get that first plant standing is incredibly high. Which is why a lot of "advanced recycling" projects get announced, then quietly stall and struggle a lot to be profitable. Now look at how $ADUR is building. - Their first industrial plant is small, 10,000 tonnes a year. - And it's modular. This is important. - Because their goal isn't to scale it by building a monster. But through adding more copies. - It runs on standard, off-the-shelf industrial equipment. Not custom built equipment (this was validated by a patent they filled in January 2025). - With known behavior comes easier hiring and faster pace to build as the scaling ratios are known. - Also, the process is water-based and runs at a modest temperature without needing exotic solvents or a giant high-pressure loop. - And Aduro says its oil comes out ready for a steam cracker in a single step. (This was validated a few months ago by an undisclosed chemical major.) Btw, they have a major steam cracker right next to where they're building in the Chemelot Industrial Park. - So, looking closer, makes total sense for $ADUR to call this plant a "First-of-a-Kind" (FOAK) plant. - Because they're really building the first plant of its type ever built. - Conventional recycling need big, custom and complex plants. So the very first plant becomes the hardest part of the whole journey. - Aduro with their unique technology flipped that. They build small, simple and modular. Then, they just need to copy it. That's why I don't think scaling will be the easiest part for $ADUR. The hardest part of this industry - getting that first plant standing - is the part Aduro designed around from the start. They're really building the First-of-a-kind.

I think $ADUR is more than likely a once in a lifetime opportunity... Usually innovative 'moonshots' like this are only sold privately to VCs and large funds for decades at first. We are lucky they IPO'd, and even luckier to know about them. Onwards and upwards, brother.

Aduro Announces Closing $15.54 Million Underwritten Public Offering 👉 investors.adurocleantech.com…

Aduro Announces Pricing of US$15.64 Million Underwritten Public Offering and Concurrent Private Placement of up to US$7.17 Million 👉 investors.adurocleantech.com…

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. 👉 investors.adurocleantech.com… $ACT.TO $ADUR #CleanTech #EcoInnovation #PlasticRecycling #CircularEconomy