14 Years Finding Growth & Value in Micro-Caps across multiple sectors. Research. Conviction. Execution. This is NOT advice. Do Your Own Due Diligence.
Ontario, Canada
Joined December 2020
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Aduro will engage industry and institutional investors at five conferences through year-end. 👉 investors.adurocleantech.com…
Discussions will cover advancing Hydrochemolytic™ Technology (HCT) for waste plastics recycling and upgrading logistically challenged crude oils.
Oct 27–28: @RetailCouncil Retail Sustainability Conference, Toronto. Abe Dyck (@iamAbeDyck) attending.
Nov 10–12: @PackagingEurope Sustainable Packaging Summit, Utrecht. Eric Appelman (@EricAppelm6595) joining a panel on advanced chemical recycling.
Nov 24–25: AMI Flexible Packaging Innovation and Recycling (@Contact_AMI), Vienna. Eric Appelman presenting.
Nov 25–26: @CanadaPact Investment Summit for Circular Plastics and Partner Summit, Toronto. Abe Dyck attending.
Dec 9–12: 15th Annual @ROTHCapital Deer Valley Event, Park City, Utah. @OferVicus meeting with institutional investors.
To request a meeting with management at any of these events, contact [email protected].
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #CircularEconomy $ADUR
ALT Aduro graphic titled “Aduro to Engage Industry and Institutional Investors at Five Conferences Through Year-End 2026,” with logos for the Sustainable Packaging Summit, RCC Retail Sustainability Conference, Canada Plastics Pact, AMI, and ROTH Deer Valley.
WHITΞ RΛBBIT SPΞCIFIC retweeted
While people argue about the $ADUR chart, three analysts have put Buy ratings and price targets on it:
1) D. Boral Capital: $46.00
2) Roth: $30.00
3) Ladenburg Thalmann: $24.75
Last close: $10.13.
That's roughly 2.4x to 4.5x upside to the targets.
And here's the part most people miss: the heavy/paraffinic oil vertical carries little weight in these models.
1) Roth's model is built mainly on plastics: the FOAK plant in 2028 and 300–400k MT (less than 0.1% of the plastic waste problem) of capacity by 2035. Crude starts only in 2030, with a $3–5/bbl royalty for 30,000 barrels a day (a decimal of the Utah basin alone).
2) Ladenburg expects first real revenue in FY2029–2030, mostly from plastics plus at least one licensee.
3) D. Boral's latest note centers on the steam-cracker validation for circular feedstock.
Meanwhile, waxy paraffinic crude trades at a 15–20% discount to WTI because it's expensive to move and handle. Aduro's Hydrochemolytic™ tech has shown it can cut viscosity and wax content enough to make the oil pipeline-compatible. Trials with Uinta Basin producers are underway.
There are two global problems here:
1) Plastic waste, which needs real circularity
2) Energy security, which needs stranded, discounted barrels unlocked
Each could be a multi-billion-dollar business. One modular chemistry platform with a market cap under $400M.
The market is arguing about the chart. Analysts are pointing to the fundamentals.
That's what an asymmetric bet looks like.
Not financial advice. Price targets are the analysts' own opinions and can change. DYOR.
WHITΞ RΛBBIT SPΞCIFIC retweeted
Overview shot of a new 20 acre block we added this year and will be harvesting very soon. I like this angle because it shows how remote and protected the fields are. @LeefBrands owns all the surrounding hills which acts as a buffer from pesticide drift contamination. $LEEF.CN
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR Waste plastic in, refinery-grade oil out. $66M cash, Zero debt, $355M market cap.: reddit.com/r/stocks/comments…
👀 $ADUR 👂🏼
$ADUR Q1 FY27 is out. Disclosed long.
Headline: first profitable quarter ever (+C$1.2M)
Reality: that “profit” is non-cash accounting. Here’s what actually matters
1) Net Income Statement:
The C$1.2M net income comes from:
C$4.24M non-cash warrant-liability gain (USD-struck warrants marked to market)
C$447K interest income
Strip out non-cash items:
Adjusted loss C$2.29M
$0.065/share vs $0.071 a year ago
2) Balance sheet:
Cash C$65.75M (record)
Zero debt
June raise at US$15.20, no warrants attached
Quarterly burn ~C$2.8M (ops + capex)
Interest income alone now covers ~16% of the burn.
3) Spending discipline:
Share-based comp down 79%
IR spend down 69%
R&D up 21% (ex-SBC) on +10 net engineers/ops/R&D staff
4) FOAK at Chemelot:
Timeline reaffirmed: CY2028
Saipem on Early Works
Ebert HERA on permitting
Local Project Director hired
Netherlands assets nearly 3x QoQ
5) NGP pilot:
June: 47-hour run
Sept: 75-hour run, ~758 kg processed
3 polyolefin blends (100% PP to 50:50 PP/PE)
Running at ~10 kg/hr design rate
Next data point I want: mixed/contaminated feed
6) What would change my mind:
Scale-up failure at FOAK
No licensing traction AFTER FOAK runs
Licensing was never going to come before FOAK. The basket is funded. Watching it carefully.
Long $ADUR , so I’m biased. Not financial advice; DYOR
Aduro Clean Technologies Reports First Quarter Fiscal Year 2027 Results and Provides Business Update: investors.adurocleantech.com…
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR has spent the last year consolidating around the $10–$18 range.
Anyone who has been following the company knows how much progress $ADUR has made over the last 12 months.
I believe the share price will look very different a year from now, and those passing on current levels will blame themselves for not taking action.
Just my two cents. NFA.
WHITΞ RΛBBIT SPΞCIFIC retweeted
$AIRDF $AIDR.CN @rocketdoctor Rocket Doctor AI Announces Strong Q3 2026 Patient Visit Growth and Expects Record Quarterly Revenue:
globenewswire.com/news-relea…
Rocket Doctor AI completed 53,348 patient visits across the U.S. and Canada in Q3 2026, including 6,101 U.S. visits and 47,247 Canadian visits.
U.S. completed patient visits increased 56% quarter-over-quarter, from 3,911 in Q2 2026 to 6,101 in Q3 2026.
Canadian completed patient visits grew 24% year-over-year to 47,247, compared with 37,960 in Q3 2025.
Company expects record quarterly revenue in Q3 2026 as patient visits continue to increase and cash collections catch up.
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR is currently trading below the prices investors paid in its last two major financing rounds:
- December 2025: approximately $20M raised at $11.50, with half a warrant per share.
- June 2026: approximately $22.2M raised across the public offering and private placement at $15.20, without attached warrants.
You're now buying shares roughly 32% below June’s financing price.
Big investors committed substantial capital at those higher prices, and since then $ADUR has delivered:
- Mixed-plastic pilot results
- Selected Saipem for FOAK engineering work
- Advanced its paraffinic crude program.
And more.
Getting $ADUR shares right now below those financing prices is an opportunity I'm not missing.
WHITΞ RΛBBIT SPΞCIFIC retweeted
We took part in the @HydrocarbonProc International Refining and Petrochemical Conference (IRPC) 2026 in Houston today.
Chief Revenue Officer @EricAppelm6595 presented "A New Technology to Unlocking Value from Highly Paraffinic Crude Oil," covering the chemistry behind our Hydrochemolytic™ Technology (HCT) program for these crudes and what feedstock flexibility means for refiners evaluating it as a strategic lever. He was joined in Houston by Niravbhai Suhagiya and Abhishek Singh from the Aduro R&D team, who spent time on the exhibit floor with fellow attendees.
The conference continues tomorrow at the Hyatt Regency Houston West.
#HPIRPC26 #IRPC26 #CleanTech #EcoInnovation #Refining #ParaffinicCrude
ALT Members of Aduro's team standing together in front of the IRPC badge pick-up counters.
ALT Eric Appelman, Aduro's Chief Revenue Officer, standing at the IRPC podium on stage at the conference.
ALT Members of Aduro's team speaking with exhibitors at the American Petroleum Institute and SwRI booths.
ALT Members of Aduro's team speaking with an exhibitor at the FET booth, holding an Aduro folder.
WHITΞ RΛBBIT SPΞCIFIC retweeted
Our latest blog explores how upgrading turns bitumen into refinable crude.
👉 adurocleantech.com/insights/…
Bitumen is dense, viscous, and rich in asphaltenes, so only a limited number of refineries can process it as is. The second article in our crude oil series looks at the established upgrading technologies, from coking to hydrocracking, the trade-offs each one carries, and why partial upgrading is drawing interest.
Check out our earlier article on how crude oils are classified, from sweet and sour to bitumen: adurocleantech.com/insights/…
$ADUR #CleanTech #EcoInnovation #OilSands #Bitumen
ALT Aduro Clean Technologies graphic with the headline "Our latest blog: Crude awakening: How upgrading turns bitumen into refinable crude" above an aerial photo of a large oil refinery with towers and pipework under a clear blue sky.
WHITΞ RΛBBIT SPΞCIFIC retweeted
Hits so far in Season 3 at Angilak*:
RIB North
🎯 RIBN-DD-003 → 37.5 m
🎯 RIBN-DD-004 → 3.0 m
🎯 RIBN-DD-006 → 2.0 m
🎯 RIBN-DD-007 → 8.5 m
🎯 RIBN-DD-008 → 14.0 m
🎯 RIBN-DD-009 → 17.5 m
🎯 RIBN-DD-010 → 3.0 m
🎯 RIBN-DD-011 → 20.0 m
🎯 RIBN-DD-012 → CONT'D ⤵️ Click
🎯 RIBN-DD-012 → mineralization reported
🎯 RIBN-DD-013A → 13.0 m
🎯 RIBN-DD-014 → 7.0 m
🎯 RIBN-DD-015 → mineralization reported
🎯 RIBN-DD-016A → mineralization reported
🎯 RIBN-DD-017 → mineralization reported
🎯 RIBN-DD-018 → mineralization reported
🎯 RIBN-DD-019 → 2.5 m
🎯 RIBN-DD-020 → mineralization reported
🎯 RIBN-DD-021 → mineralization reported
🎯 RIBN-DD-022A → 5.5 m
🎯 RIBN-DD-023 → 19.5 m
Lac 50 Northwest
🎯 L50W-DD-002 → 11.5 m
2025 Maiden Hole at RIB North
🎯 RIBN-DD-001 → 34.7 m (assay confirmed)
* We reported 21/23 mineralized holes in the 2026 RIB campaign, plus the separately reported Lac 50 Northwest discovery hit. 2026 results are preliminary downhole gamma results. Assays are still pending. These are total composite lengths. True widths unknown. $SASK.V $SASK $SASKF #uranium
Most recent release → athaenergy.com/atha-energy-s…
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR didn't just pick a site for its FOAK. It picked a neighbourhood.
Look who's on the Brightlands wall next to them:
SABIC
Teijin
Sekisui
Bosch
Lonza
OCI
The who's who of global chemicals, in one ecosystem.
Extremely bullish.
WHITΞ RΛBBIT SPΞCIFIC retweeted
Dan made some buys today for the @AdvisorShares $MSOS ETF and here are the changes that he made to the holdings for October 1, 2026.
💰 position ($12.03M) vs ($11.27M)
Current NAV $4.58
Closing Price $4.60
$MSOX NAV $2.48 Closing Price $2.47
Sleep well #MSOGang!
😊🥂💚
$CURLF 50,000
$AAWH 100,000
$VFF 50,000
$LEEEF 200,000
WHITΞ RΛBBIT SPΞCIFIC retweeted
NEWS | Pirate Gold Announces up to $15 Million Brokered Flow-Through Private Placement
Full PR: ceo.ca/@GlobeNewswire/pirate…
The proposed Offering is expected to provide additional flow-through funding for eligible exploration expenditures on the Treasure Island Project, with the objective of maintaining an active drilling program into spring 2027 while preserving the Company's treasury of approximately $8 million.
Drilling continues at Moby Dick and Moosehead with three rigs active, a 4,345 line-kilometer airborne Mobile MT survey is underway across the Crippleback intrusive suite aiming to provide copper gold porphyry targets at depth, the barge-mounted rig is testing beneath the man-made Crippleback Lake testing the heart of Moby Dick, and exciting advancements from the 2026 field program has generated additional copper-gold porphyry drilling targets at Coronation Lake and Clipper Brook which are permitted for their first drilling in over 50 years.
#Mining #Newfoundland #Copper #Gold #JuniorMinng #PirateGold #TSXV #OTC #Financing #MiningNews #PrivatePlacement
WHITΞ RΛBBIT SPΞCIFIC retweeted
October is Circular Economy Month, and we are marking it this year from Brightlands @Chemelot Campus in the Netherlands, where work on our future first-of-a-kind (FOAK) industrial plant is underway.
The team visited the Ebert HERA office, the firm we engaged to lead permitting for the FOAK facility, and spent time at the FOAK site and in our new office and facilities on campus.
Back home, Canada's Circular Economy Month is about rethinking how materials are made, used, and recovered—and that is what is driving our work on Hydrochemolytic™ Technology at Chemelot.
On the ground for Aduro: Jan Lemmens, @iamAbeDyck, Anil Jhawar, Arturo Gomez, and Stefanie Steenhuis.
#CircularEconomyMonth #CleanTech #EcoInnovation #ChemicalRecycling #CircularEconomy #Chemelot #Brightlands
ALT Stefanie Steenhuis, Abe Dyck, and Arturo Gomez work at desks in Aduro's new office at Brightlands Chemelot Campus. The Aduro Clean Technologies logo on the window behind them reads in reverse from inside.
ALT From left, Jan Lemmens, Anil Jhawar, Arturo Gomez, and Abe Dyck stand on a brick path outside the glass-and-steel building that houses Aduro's new office at Brightlands Chemelot Campus.
ALT From left, Arturo Gomez, Anil Jhawar, Jan Lemmens, and Abe Dyck stand in front of the Brightlands member wall of company logos. Anil points to the Aduro Clean Technologies logo.
ALT From left, Jan Lemmens, Abe Dyck, Anil Jhawar, and Arturo Gomez stand in a lobby in front of the glass-walled Ebert HERA office, with the Ebert HERA logo on the wall behind them.
WHITΞ RΛBBIT SPΞCIFIC retweeted
Aduro is on the ground in Brussels today for the Chemical Recycling Europe Annual Conference 2026.
Chief Revenue Officer Eric Appelman took the stage in Session III – CRE Members: Progress & FIDs, presenting "Hydrochemolytic™ Technology, an attractive path to polyolefin recycling" and highlighting the advantages HCT offers for polyolefin recycling. He's joined in Brussels by @iamAbeDyck, Head of Corporate Development & Investor Relations, and Stefanie Steenhuis, Head of Brand and Marketing.
We also ran into some old friends along the way—Stefanie with Martina Walzer, Manager Technical Concepts at @Siemens.
Europe continues moving toward its 2030 circularity targets, with the EU's Packaging and Packaging Waste Regulation now in force and new recycled-content requirements for plastic packaging on the horizon. Days like today are where that shift gets built, and why our planned FOAK Plant at @Chemelot is part of the picture. We wrote about what the EU's guidance means for circularity here: adurocleantech.com/insights/…
#CleanTech #ChemicalRecycling #CircularEconomy #CRE2026
ALT A photo of Eric Appelman and Abe Dyck in front of a Chemical Recycling Europe banner at the conference.
ALT A photo of Stefanie Steenhuis and Martina Walzer in front of a Siemens banner.
WHITΞ RΛBBIT SPΞCIFIC retweeted
We are pleased to attend one of the most exciting conferences of the year 💥 The IGNITE Investment Summit in Hong Kong October 14-15 💥 $SASK.V $SASKF CEO Troy Boisjoli kicks off Day 2 with a presentation at 9:40 AM
Register now → weareignite.com/agenda-oct-d…
See you in Hong Kong!
Newfoundland & Labrador is now forecast to be the fastest-growing provincial economy in Canada in 2026, with TD Economics projecting 4.5% real GDP growth.
And resources are at the centre of it.
TD points directly to expanding mining activity, while the ramp-up of Equinox Gold’s Valentine Gold Mine is helping turn gold into a more meaningful contributor to the province’s economy.
For Pirate Gold, that story hits very close to home.
Our 100%-owned Treasure Island Project controls 92 km of the Valentine Lake Fault Zone, one of the major geological structures running through central Newfoundland.
On that same emerging belt:
⛏️ Valentine is now producing gold
🏴☠️ Pirate Gold controls a district-scale land package of more than 78,600 hectares
🥇 Moosehead has already delivered bonanza-grade gold, including 70.3 g/t Au over 9.05 m
🟠 And at Crippleback, the grassroots Moby Dick copper-gold discovery has returned 0.54% Cu Eq over 180.8 m, including 1.48% Cu Eq over 49.4 m
This is what an emerging mining district can look like.
First comes the geology.
Then the discoveries.
Then the mines, infrastructure, capital and economic impact begin to follow.
Newfoundland is no longer simply a place the mining industry is watching.
It is becoming a place the mining industry is building.
And Pirate Gold is exploring for the next major gold and copper-gold discoveries right in the middle of it.
The tide is rising in Newfoundland.
TSXV: YARR | OTCQB: YARRF
Read the Financial Post article:
financialpost.com/news/econo…
#PirateGold #YARR #YARRF #Newfoundland #Gold #Copper #Mining #Exploration #JuniorMining #GoldMining #CopperMining #CriticalMinerals #TreasureIsland
