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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WHITΞ RΛBBIT SPΞCIFIC retweeted
It looks like I wasn't alone in liking yesterday's flash sale on $ADUR
More buying from the CEO
WHITΞ RΛBBIT SPΞCIFIC retweeted
Inside our Next Generation Process Pilot Plant, where we test our Hydrochemolytic™ Technology on plastic waste. 👉 youtu.be/n1nCl0hrfSg
Our latest campaign ran approximately 120 hours over five days, the longest we have reported and 60% longer than our 75-hour campaign in September. What it showed:
✅ Feedstock moved from controlled polyethylene and polypropylene blends (50:50, then 80:20) to PO95 for approximately 20 hours, then back to 80:20, with no complete process shutdown
✅ PO95 is a post-consumer plastic-waste agglomerate sourced from the Netherlands, containing at least 95% polyolefins, principally polyethylene and polypropylene
✅ Planned interruption tests with each feedstock. Our Operations team restored target operating conditions each time, and backup systems kept the plant running through an unexpected utility power outage
✅ Approximately 85% condensable hydrocarbon yield, in line with the campaign's performance target, with conditions set to evaluate feedstock flexibility, process stability and operating continuity rather than to maximize yield
✅ A representative wastewater sample from PO95 processing will be characterized in detail to inform treatment system design and environmental permitting
This operating experience is informing equipment selection, process controls and procedures for our First-of-a-Kind Plant at @Chemelot, where engineering and permitting are underway.
Full news release: investors.adurocleantech.com…
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #PlasticWaste $ADUR
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR CEO owns +25% of the company but continues to buy his stock for the last few months during consolidation
Why?
Because he's giving you a signal and knows where this is going next
And so do we
This man works 14 hours a day, every day....he's obsessed but his purpose is bigger than him
They have the product, they have the moat, they have the facility and they have the customers.
Execution now is all that's left and the share price goes to our target next at $45.
Now at $9.
$ADUR CEO just bought more with his own cash.
Nov 5 SEDI: Ofer Vicus bought 2,000 shares in the public market at $9.13 (~$18k). New direct holding: 8,796,875. He already owns ~25%.
A day after the longest NGP run, that's a vote at these prices.
youtube.com/watch?v=n1nCl0hr…
WHITΞ RΛBBIT SPΞCIFIC retweeted
$ADUR CEO just bought more with his own cash.
Nov 5 SEDI: Ofer Vicus bought 2,000 shares in the public market at $9.13 (~$18k). New direct holding: 8,796,875. He already owns ~25%.
A day after the longest NGP run, that's a vote at these prices.
youtube.com/watch?v=n1nCl0hr…
WHITΞ RΛBBIT SPΞCIFIC retweeted
Two big news items from $ADUR today:
Longest NGP pilot plant run yet: ~120 hours over 5 days
Ran on PO95, real post-consumer plastic waste, without a complete shutdown
~85% yield, on target. Even rode through a power outage.
I own $ADUR. Not financial advice.
@TheLongInvest
WHITΞ RΛBBIT SPΞCIFIC retweeted
We completed our longest NGP Pilot Plant campaign to date: approximately 120 hours of operation over five days, including post-consumer plastic waste. 👉 investors.adurocleantech.com…
What the campaign showed:
✅ 60% longer than our 75-hour September campaign
✅ Feedstock moved from controlled polyethylene and polypropylene blends to PO95, a post-consumer plastic-waste agglomerate containing at least 95% polyolefins, then back, with no complete shutdown
✅ Planned interruption tests with each feedstock. Target operating conditions were restored every time, and backup systems kept the plant running through an unexpected utility power outage
✅ Approximately 85% condensable hydrocarbon yield, in line with the target, with conditions set to test flexibility rather than maximize yield
✅ A wastewater sample from PO95 processing will be characterized to inform treatment design and environmental permitting
This operating experience is informing equipment selection, process controls and procedures for our First-of-a-Kind Plant at @Chemelot, where engineering and permitting are underway.
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #PlasticWaste $ADUR
ALT Aduro graphic reading: "Aduro Completes Longest NGP Pilot Plant Campaign to Date: 120 Hours, Including Real-World Post-Consumer Plastic Waste." Left: a gloved hand holds up post-consumer plastic waste. Right: a jar of golden liquid output in a laboratory.
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
ALT Graphic reading "Aduro featured in Hydrocarbon Engineering’s EnviroTech 2026". Below, an image of 5 lab jars containing plastic chips and pellets as feedstock, as well as amber and yellow oils.
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…
