Cl🅰️y

Why $ASTS and $ADUR make up 95% of my portfolio. Both these companies have a lot of similar qualities that give me extremely high conviction: - Founder Led: Abel Avellan and Ofer Vicus both have decades of experience and still own a massive portion of the company. Neither has sold a single share since their company began - Elite Management Team: Both teams are clearly goal oriented and are incredibly competent. The pull that ASTS has, to bring in extremely experienced individuals from legacy companies, despite being a "startup" is nothing short of incredible - Minimal Insider Selling: Marginal sales over the years despite enormous run ups since IPO debut - Large Insider Buying: Insiders know better than anyone on the outside how the company is doing. When they keep buying shares, they know what's coming - Huge Patented Tech Advantage: Nobody can do what these companies can today. Every competitor is many years away at best and will have to traverse the minefield of patents these companies have acquired over the years - Platform Technology: I'll talk about this more in another post but both techs are more than meets the eye. Both enable enormous markets and TAMs that 5m of DD won't cover for the average onlooker - Trending Theme: Space more so than recycling right now with the SpaceX IPO around the corner but recycling is slowly becoming a bigger deal especially in Europe with PPWR and Mass Balance Rules - Multiple Verticals for Income: ASTS is satellite communications, and many government defence applications. Aduro has plastic recycling as the main vertical but also Oil Upgrading (HBU) and Renewable Oil recycling. This points back towards the Platform Technology point - Incredible Economics: Subscription based revenue with extremely high margins is the dream for any balance sheet - Purpose Built for Partners/Customer: A big reason they will both succeed is because both can seamlessly integrate into their partners ecosystem. ASTS allows Mobile Network Operators (MNO's) to keep sovereignty and data rights with their customers without changing any internal architecture. Aduro plants can be specially built per customer and the naphtha product feeds directly into steam crackers with minimal or no post treatment - Small Market Cap: Relative to the potential I believe these companies could have in the next 5+ years, these market caps are incredibly small and the rerating potential is enormous if they can achieve, even a fraction, of what they're promising

When we build new civilisations in space, circular recycling will be ESSENTIAL for optimal survival $ADUR can slot right into our current circular recycling ecosystem without heavy post treatment costs, expensive materials or high energy demand

The biggest hurdle for $ADUR is proving they're different from the rest The market is littered with the carcasses of 'Advanced Recycling' companies that promised the world and delivered nothing. Historically, these companies relied on high heat, energy intensive processes, like legacy Pyrolysis, or could only operate in extremely niche markets. They were plagued by low yields, high contamination sensitivity, and massive CAPEX requirements This recycling PTSD is likely why the market cap is still so low on $ADUR despite the technical milestones we've seen in the past 6 months like the Shell Game Changer graduation, LOI with a Steam Cracker, MoU for a licensing package The market sees $ADUR as another pre revenue gamble, but that changes the moment the Next Generation Process (NGP) Pilot Plant campaign numbers get announced. People can begin to do the hard maths and that's when I believe this story gets picked up more by institutions/green investors/analysts etc

@jusbar23 Just a coincidence I guess

$ASTS: The Global head of network infrastructure at Meta just visited the AST factory "i look forward to the collaboration." - Luiz Abud (VP at AST) 👀 Probably nothing

@PeteThePaper @makingmoneynow1 This would be huge!

@ClayMaterials @makingmoneynow1 I wouldn’t be surprised if ADUR gets a $40m EU grant to build it’s FOLK plant…when announced the stock should get a re-rating.

$ASTS and $ADUR are both 'Platform Technologies' In investing, the biggest mistake people make is valuing a company based on their product instead of their core capabilities. Not too long ago $NVDA was seen as just a gaming GPU company. Today it's the most valuable company in the world because people realised what they actually sell is high performance matrix multiplications that enable AI deep learning, AI agents, greater data center capacity, autonomous vehicles and robots etc. Nvidia became more than their product line as they quickly became recognised for their 'Platform Technology' that allowed new verticals to be born. I believe both ASTS and Aduro are being similarly misunderstood 1/4🧵⬇️

@Steven179222 Well put

@ClayMaterials Aduro has come a long way since I started investing. Over the last 3 years they hit every milestone promised to investors. 2027 is the year this story stock becomes a revenue generating business. Exciting times ahead.

I don't know how much technology like this is worth, but I'm betting my money that it will be worth a lot in the future. The power to globally scale should not be underestimated. I'm not saying $ASTS and $ADUR are the next $NVDA, but I'm highlighting how quickly and aggressively a company can rerate once the market realises what their actual potential is, that their technology is a 'platform' for new global opportunities 4/4 🧵

The market sees $ADUR as a recycling company because they handle Plastics + Bitumen and Renewable Oils (which most still don't know about yet). But what they’re actually doing is breaking the bonds of carbon chains without destroying it and producing high purity hydrocarbons from it. Aduro is a molecular engineering platform, which opens up the door to a lot of possibilities. Ofer has said that the few verticals they've discussed publicly could be individual companies in themselves. As the technology is further tested, more verticals will be announced. What kind of verticals? I don't know and there are people much smarter than me that can work it out. But you don't need to be a genius to see the 'platform' that this tech offers to the world and the opportunities to recycle Carbon Chains is enormous. 3/4 🧵

Interesting that $ASTS is filing for the same spectrum bands used by T Mobile $TMUS Just so happens that the exclusivity deal with T Mobile and Starlink is also set to end this summer. Maybe just a coincidence...

@endurancetest I wish they paid me

@ClayMaterials Aduro signs a new marketing contract and all the sudden there’s lots of posts on X 🧐

$ADUR is purpose built for their customers, they're not just any recycling company

A generational run is coming for the Space sector this summer $ASTS

$ADUR The licensing business model is a big reason I'm invested and why I think Aduro will scale their commercialisation efforts out fast. Yes Aduro will own their own plants to generate revenues. But the real beauty is that they won't own and operate every plant that uses their Hydrochemolytic Technology (HCT), but they'll make money from EVERY plant that does. Royalty fees from the plants will be very high margin and could be seen as a subscription service to use HCT. What makes the licensing incredible is how personalised every plant can be for their customer. The plants are designed to be scaled to whatever level of feedstock input the customer requires using standard, non specialised materials, meaning a smaller company can put a plant right next to their facilities to enable circular recycling, which looks great for their business. Who wants to use HCT? Plastics - Consumer Plastic Brands (Coca Cola, Nestle, Unilever etc...) Energy - Petrochemical Companies (Shell, BP, TotalEnergies) Industrial Waste - Landfill sites (Waste Management, Veolia, Republic Services) Renewables - Restaurants could build right on site if they wanted to recycle their grease and cooking oil Oil - Heavy Oil (Suncor, Cenovis, Enbridge)