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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’s NGP: Engineering the Future of Hydrochemolytic™ Scale-Up $ADUR $ACT
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👀 $ADUR | $ACT 🖊️ 🌐🌊
We're featured in @HydrocarbonEng's #EnviroTech2026 👉 bit.ly/47W38Fy In "Challenges of Chemical Recycling" (pp. 27–30), Birendra Adhikari and Robert Rapier look at why many chemical recycling oils need further upgrading before they can feed a steam cracker, and how our Hydrochemolytic™ Technology (HCT) converts waste plastics. The article also covers pilot-scale steam-cracking trials completed by a global steam-cracking technology organization. HCT oil from mixed waste plastics was processed as produced, without hydrotreatment or dilution, with stable furnace operation and ethylene and propylene yields comparable to fossil feedstock. Thank you to Hydrocarbon Engineering for the opportunity to contribute. $ADUR #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #CircularEconomy
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👀 $ADUR | $ACT 🌊🌐📣
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
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👀 $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
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👀 $YARR | $YARRF ⛏️🏴‍☠️🟡
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
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🚨👀 $ADUR | $ACT 🌐🌊💧♻️
Our NGP Pilot Plant is demonstrating consistent, repeatable performance across changing polyolefin feed compositions. 👉 investors.adurocleantech.com… The latest 75-hour campaign processed approximately 758 kilograms of polymer across three controlled blends, progressing from 100% polypropylene to higher polyethylene content, with product-quality indicators consistent with prior campaigns. After changes in process conditions, the system returned to target operating conditions approximately two hours sooner than in the comparable prior run, a measurable indication of improving process control. Saipem is already receiving NGP operating data as part of Early Works engineering for our FOAK Program at @Chemelot. We expect the next stage to include longer campaigns using waste-plastic materials from prospective FOAK feedstock partners. $ACT.TO $ADUR #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling
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👀🚨 $ACT | $ADUR 🌐🌊♻️💧
Aduro is one of 10 companies invited to present at the second edition of the @PepsiCo Sustainability Innovation Hub, taking place September 23 in Mexico City. 👉 investors.adurocleantech.com… Chief Revenue Officer Eric Appelman will present our Hydrochemolytic™ Technology as a chemical recycling solution for polyolefin-rich waste plastics, with a focus on flexible films and multilayer packaging—formats that today have limited compatibility with established recycling pathways. The presentation will reference our ongoing work with @ecoceac, the Mexican packaging recycling association whose members include PepsiCo, where representative flexible and multilayer feedstocks are being evaluated through laboratory-scale HCT testing. $ADUR #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #PepsiCo #SustainabilityInnovationHub
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👀 $SASK | $SASKF | $SASK.V ☢️⛏️🐇
The @WorldNuclear Association has just released its new "World Nuclear Outlook Report." To summarize: 1) Global nuclear electricity supply has increased 25 fold since 1970 2) Additional capacity required to meet goals by 2050: 559 GWE → The world will need a lot MORE uranium 💫
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👀 $ADUR | $ACT 🛢️🌐🌊
Not every barrel of crude oil is the same: sweet or sour, light or heavy, paraffinic or naphthenic. 👉 Blog: adurocleantech.com/insights/… Our latest blog looks at what separates these classifications, including what bitumen actually is, and why it takes extra chemistry just to get it moving. #CleanTech #EcoInnovation #HeavyCrude
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👀 $YARR | $YARRF 🟡⛏️ The discovery is made. Now it’s about defining the scale, continuity and higher-grade core at Moby Dick within the Crippleback system.
NEWS | Pirate Gold Intersects 0.24% Cu Eq over 299.4m, Including 0.43% Cu Eq over 56.5m, at Moby Dick Discovery Read the Full PR: ceo.ca/@newsfile/pirate-gold… ◼️ PGC-26-118: Collared approximately 100m west of discovery holes PGC-26-058 and PGC-26-068, the hole intersected 0.24% Cu Eq over 299.4m from 12.6m downhole. ◼️ Higher-grade intervals: The broad interval includes 0.43% Cu Eq over 56.5m, including 0.52% Cu Eq over 35.6m, and a separate interval of 0.43% Cu Eq over 19.8m. ◼️ Mineralization continues at depth: PGC-26-118 re-entered copper-gold mineralization below a mafic dyke, returning 0.23% Cu Eq over 72.7m, including 0.33% Cu Eq over 37.0m. ◼️ Follow-up drilling: Assays are pending from 11 additional holes targeting Moby Dick, with visible chalcopyrite logged in eight holes. ◼️ Next phase underway: Barge drilling is preparing to test beneath Crippleback Lake, while MobileMT surveying is targeting the deeper potential across Crippleback. ◼️ Episode 18 of Pirate Gold Treasure Hunters now airing: youtu.be/tIhp4RaQUxc #PirateGold #YARR #YARRF #Copper #Gold #CopperGold #MobyDick #Crippleback #TreasureIsland #Newfoundland #MineralExploration #JuniorMining #Porphyry #Drilling #TSXV #OTCQB
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💲 $ADUR | $ACT 🌊🌐 Sitting on nearly ~C$70.8M pro-forma before financing costs and subsequent spend. They likely enter FY27 with somewhere around C$65M cash, give or take with current spend. That's a serious balance sheet heading into FOAK development.
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$ADUR | $ACT 🌊🌐 MD&A confirms two separate global engineering firms are engaged: Saipem - Chemelot FOAK engineering/EPC pathway. Confidential global EPC - Commercial HCT licensing package. One focused on building out the FOAK... one on replicating HCT globally. Important 🧐
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👀 $SASK | $SASKF ☢️⛏️
Warren Gilman of Queen's Road Capital $QRC.TO explains why Queen's Road made a US$25M investment in ATHA Energy: 100% owned district-scale land package, uranium exploration success, and Troy Boisjoli. To Mr. Gilman, this all points to a skewed risk-to-reward ratio. $SASK $SASKF
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👀 $SASK | $SASKF 🚨☢️ Closes on a new 52-week high at $1.40, +8.53%, breaking through the resistance zone this week, that has capped it for months. 🔥 Lac 50 NW - Major New Discovery 🔥 RIB North - Growing 🔥 Angilak - Discovery Opportunities 🔥 Athabasca Portfolio 🔥 Momentum
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👀 $ADUR | $ACT 🌐🌊 And now from Saipem directly: saipem.com/en/media/news/sai… “contributing to the industrialization of Aduro’s technology.” I'd like to emphasizing, this is Saipem’s language, not Aduro’s.
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Season 3 at our Angilak Uranium Project is off to a strong start ⚡️ To date we have announced preliminary results* from two holes at Lac 50 and eight holes at RIB North: ✅ At Lac 50, we made a major new discovery where we intersected 11.5 metres of total composite uranium mineralization¹ 4 km away from the nearest hole ✅ At RIB North, six of eight holes intersected uranium mineralization. One of the holes (RIBN-DD-003) intersected 37.0 metres of total composite uranium mineralization² – from a depth of 541.7 m to 652.0 m – about 120 metres away from last year's maiden hole (RIBN-DD-001) which intersected 34.7 metres (from 287.0 m to 439.9 m). More results are expected from the Mineralized RIB Corridor, the Lac 50 deposit corridor and the KU-Nine Iron Corridor. With three drill rigs turning and only 10 preliminary holes released, Season 3 is just getting started. ¹ See athaenergy.com/atha-energy-m… ² See athaenergy.com/atha-energy-r… * A Mount Sopris 40TGU-1000 Triple Gamma Geiger down hole probe was utilized for radiometric surveying. ² The Company considers high-grade mineralization to be any interval with radioactivity derived from downhole gamma probe >10,000 CPS. The total gamma results provided were selected using an average cutoff of >300 CPS over intervals of 0.1 metre width. Mineralization was previously described as >500 CPS, however, based on assay results from 2024 & 2025, the Company has now lowered that threshold to >300 CPS, as typical results above 300 CPS return grades above 0.01% U3O8. All drill intercepts are core width and true thickness is yet to be determined.
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