Mariusz Skonieczny

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Mariusz Skonieczny

Mariusz Skonieczny

@ClassicValueInv

Founder of MicroCap Explosions. Investing where others can't or won't. None of my tweets are investment advice. Do your own DD.

IN Katılım Aralık 2011
664 Takip Edilen8.7K Takipçiler
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Mariusz Skonieczny
Mariusz Skonieczny@ClassicValueInv·
My top picks for 2026 and beyond 1. Aduro Clean Tech $ADUR: Monopoly on Plastic Recycling (Upside 50x to 100x) 2. Oroco Resource $OCO $ORRCF: Copper, NPV $5 billion (current metal prices), MC $100 million (Upside 20x) 3. Rocket Doctor AI: $AIDR $AIRDF Healthcare AI (Upside 20x - 50x) 4. Leviathan Metals: $LVX $LVXFF Tier 1 Copper Exploration Asset (Upside 10x to 100x) 5. Leef Brands: $LEEF $LEEEF Cannabis (Upside 10x to who knows) 6. Goat Industries $GOAT $BGTTF Sports Betting (Upside 20x to 50x) 7. Plurilock Security $PLUR $PLCKF Cyber Security (Upside 10x to 30x if not acquired) 8. Charbone Hydrogen $CH $CHHYF Green Hydrogen (Upside: Big, hard to quantify)
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Mariusz Skonieczny
Mariusz Skonieczny@ClassicValueInv·
There are Two Type of People in This World $ADUR
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Mariusz Skonieczny
Mariusz Skonieczny@ClassicValueInv·
I actually have a lot of respect for $ADUR shorts. Knowing nothing and shorting takes a lot of courage. After you cover, please reshort.
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lee laffan
lee laffan@LaffanLee38568·
@ClassicValueInv @YouTube OK here's my back of the napkin math. Let me know where I'm wrong. 100,000 X 1500-2100 = 150,000,000 - 210,000,000 Let's use 44-60 margin 2022 #'s) 66,000,000 - 105,000,000. Is that OK?
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Mariusz Skonieczny
Mariusz Skonieczny@ClassicValueInv·
Aduro Clean Technologies $ADUR Did anyone catch the FOAK expansion to 100,000 ton per year. Any guesses what it means for revenues just from one unit? (NASDAQ:ADUR) Ofer Vicus, Co Founder & CEO - 12... youtu.be/YgfsyLUwWc4?si… via @YouTube
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Mariusz Skonieczny
Mariusz Skonieczny@ClassicValueInv·
When Auterra breaks the carbon to carbon connections in order to make the oil flow, it does not cap the carbon. Carbon always needs 4 connections. When you break the carbon to carbon connection, now you created 2 carbons that are missing 4th connections. They will react randomly and form various molecules. Aduro caps this by donating hydrogen immediately after the cut. Auterra doesn’t. Auterra removes the damaged oil. This results in lower yield that might offset any gains from not needing diluent. In the pilot, the numbers might look good, but a few hours or days later, the uncapped carbons will create problems. By the time the product reaches the refinery, it might be really bad. The refinery is unlikely to buy such damaged and inconsistent product because it will damage their expensive equipment. The scaling will not work. There is another company called PlasCred that also claims that it can do what Aduro does, but it is impossible. If you do not cap the broken carbon, the carbon will react making unwanted and inconsistent product. Refinery, in case of oil, and steam cracker is case of plastic, will not buy such risky product.
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