$ACT - Aduro Clean Technologies - Summary of Opportunity

Summary of opportunity: A) Unique Secret Sauce: The technology and process are a major shift from traditional methods used today and provide significant environmental, operating, and financial advantages over traditional methods. The next-generation process employs low temperature, low-value catalyst and low-value organic hydrogen donor (originated in bio-based material) to promote carbon-carbon bond session, the reaction is activated by the agency of water. B) One Platform with 3 Verticals: Using the same platform and technology, Aduro has currently applied the HydrochemolyticTM technology to 3 major markets, (i) to chemically recycle waste plastics; (ii) convert heavy crude and bitumen into lighter, more valuable oil; and (iii) transform renewable oils into higher-value fuels or renewable chemicals. The technology can also successfully operate on waste rubbers (car tires), a very large industry sector not yet fully investigated as well as waste lubricants and engine oils. Strong IP: The next generation, trademarked HydrochemolyticTM technology, has 7 patents. - Extensive R&D: 10 years of R&D to perfect workflows and processes and to expand commercial applications to include Heavy Oil, Plastics, and Renewable Oils. Throughout this period, the technology has been rigorously reviewed and tested internally and externally by various industry leaders. After ensuring the technology and commercial applications are scientifically sound and its IP is well protected, the company is advancing, full speed ahead, to scale its applications and move to the pilot stage. C) Independent 3rd Party Validation: The HydrochemolyticTM technology has been independently reviewed and validated by a reputable third party, Dr. Paul Charpentier. - Large Addressable Market: Collectively across the currently established verticals, the Company has identified a +$95B total addressable market (excluding waste rubber opportunities and other future applications). (edited) D) Secured collaborations & Advanced Discussions: Several collaborations secured to date with 2 announced partnerships leading to pilots in Ontario (Switch Energy SW) and the Netherlands (Brightlands Chemelot). Furthermore, the Company has several advanced discussions with key organisations to enter into paid research agreements as the first step towards potential pilot programs across the globe. - Simple Equipment & Infrastructure: The secret sauce is the chemistry and workflow. The real innovation is not in a unique reactor design or special equipment, but rather the chemistry and refined process developed by Aduro over 10+ years. Accordingly, the HCT platform can be deployed anywhere globally with locally sourced equipment allowing for speedier scalability. Often using readily available, locally sourced, sources of either catalyst as is the case with bitumen or an organic hydrogen donor as is the case with renewables and waste plastics, the approach speaks to the potential to adapt the process to a particular sector or even specific customer needs. E) Versatile & Highly Configurable Platform: A highly configurable process, tunable to varying scales of operations allowing for positive economics for smaller processing units. This key differentiator changes the dynamics of the industry in line with current market shifts towards “Extended Producer Responsibility” and significantly increases the addressable market. - ESG Focus at the forefront: The process & workflow design developed by Aduro enables opportunities/markets not considered before on a smaller scale with various ESG benefits. In addition to increasing local jobs and improving land values, the technology design aims to maximise the process efficiency through minimising energy consumption and emissions. The smaller scale, decentralized model, reduces/eliminates negative impact costs such as transportation and material handling. Furthermore, the usage of organic hydrogen from bio-based material, rather than molecular gas hydrogen, has significant environmental benefits by using already available resources rather than producing new hydrogen. F) High Insider Ownership: Insider ownership on a fully diluted basis including special warrants issued upon achieving future milestones is north of > 48%. Links to further Due Diligence links: https://www.reddit.com/r/Aduro/ Aduro Clean Technologies Deep Dive $ACTHF: https://www.reddit.com/r/Aduro/comments/sgeykq/aduro_clean_technologies_deep_dive_acthf/ Aduro Clean Technologies Deep Dive Part 2: https://www.reddit.com/r/Aduro/comments/sgeyc0/aduro_clean_technolgies_deep_dive_part_2/ Interview with management: https://www.youtube.com/watch?v=lEAzPuMCU9I&t=14s Why this influencer purchased shares in Aduro: https://www.youtube.com/watch?v=LE8hE4b7YMU&t=6s

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$ACT - Aduro Clean Technologies - Summary of Opportunity

bullish

Summary of opportunity:

A) Unique Secret Sauce: The technology and process are a major shift from traditional methods used today and provide significant environmental, operating, and financial advantages over traditional methods. The next-generation process employs low temperature, low-value catalyst and low-value organic hydrogen donor (originated in bio-based material) to promote carbon-carbon bond session, the reaction is activated by the agency of water.

B) One Platform with 3 Verticals: Using the same platform and technology, Aduro has currently applied the HydrochemolyticTM technology to 3 major markets, (i) to chemically recycle waste plastics; (ii) convert heavy crude and bitumen into lighter, more valuable oil; and (iii) transform renewable oils into higher-value fuels or renewable chemicals. The technology can also successfully operate on waste rubbers (car tires), a very large industry sector not yet fully investigated as well as waste lubricants and engine oils. Strong IP: The next generation, trademarked HydrochemolyticTM technology, has 7 patents. - Extensive R&D: 10 years of R&D to perfect workflows and processes and to expand commercial applications to include Heavy Oil, Plastics, and Renewable Oils. Throughout this period, the technology has been rigorously reviewed and tested internally and externally by various industry leaders. After ensuring the technology and commercial applications are scientifically sound and its IP is well protected, the company is advancing, full speed ahead, to scale its applications and move to the pilot stage.

C) Independent 3rd Party Validation: The HydrochemolyticTM technology has been independently reviewed and validated by a reputable third party, Dr. Paul Charpentier. - Large Addressable Market: Collectively across the currently established verticals, the Company has identified a +$95B total addressable market (excluding waste rubber opportunities and other future applications). (edited)

D) Secured collaborations & Advanced Discussions: Several collaborations secured to date with 2 announced partnerships leading to pilots in Ontario (Switch Energy SW) and the Netherlands (Brightlands Chemelot). Furthermore, the Company has several advanced discussions with key organisations to enter into paid research agreements as the first step towards potential pilot programs across the globe. - Simple Equipment & Infrastructure: The secret sauce is the chemistry and workflow. The real innovation is not in a unique reactor design or special equipment, but rather the chemistry and refined process developed by Aduro over 10+ years. Accordingly, the HCT platform can be deployed anywhere globally with locally sourced equipment allowing for speedier scalability. Often using readily available, locally sourced, sources of either catalyst as is the case with bitumen or an organic hydrogen donor as is the case with renewables and waste plastics, the approach speaks to the potential to adapt the process to a particular sector or even specific customer needs.

E) Versatile & Highly Configurable Platform: A highly configurable process, tunable to varying scales of operations allowing for positive economics for smaller processing units. This key differentiator changes the dynamics of the industry in line with current market shifts towards “Extended Producer Responsibility” and significantly increases the addressable market. - ESG Focus at the forefront: The process & workflow design developed by Aduro enables opportunities/markets not considered before on a smaller scale with various ESG benefits. In addition to increasing local jobs and improving land values, the technology design aims to maximise the process efficiency through minimising energy consumption and emissions. The smaller scale, decentralized model, reduces/eliminates negative impact costs such as transportation and material handling. Furthermore, the usage of organic hydrogen from bio-based material, rather than molecular gas hydrogen, has significant environmental benefits by using already available resources rather than producing new hydrogen.

F) High Insider Ownership: Insider ownership on a fully diluted basis including special warrants issued upon achieving future milestones is north of > 48%.

Links to further Due Diligence links:

  1. https://www.reddit.com/r/Aduro/
  2. Aduro Clean Technologies Deep Dive $ACTHF: https://www.reddit.com/r/Aduro/comments/sgeykq/aduro_clean_technologies_deep_dive_acthf/
  3. Aduro Clean Technologies Deep Dive Part 2: https://www.reddit.com/r/Aduro/comments/sgeyc0/aduro_clean_technolgies_deep_dive_part_2/
  4. Interview with management: https://www.youtube.com/watch?v=lEAzPuMCU9I&t=14s
  5. Why this influencer purchased shares in Aduro: https://www.youtube.com/watch?v=LE8hE4b7YMU&t=6s
read-time
3 min
22.21
Target Price
7/ 10
Confidence
1-2 Months
Timeframe
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