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# ![@perprins0 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1934895588740329472.png) @perprins0 PeterKlaas

PeterKlaas posts on X about $adur, $asts, copper, $oco the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1934895588740329472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934895588740329472/c:line/m:interactions.svg)

- [--] Week [---] -34%
- [--] Month [-----] +126%
- [--] Months [-----] +350%

### Mentions: [--] [#](/creator/twitter::1934895588740329472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934895588740329472/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1934895588740329472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934895588740329472/c:line/m:followers.svg)

- [--] Week [--] +2%
- [--] Month [--] +19%
- [--] Months [--] +168%

### CreatorRank: undefined [#](/creator/twitter::1934895588740329472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934895588740329472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[$adur](/topic/$adur) #47, [$asts](/topic/$asts), [copper](/topic/copper), [$oco](/topic/$oco) #11, [$krknf](/topic/$krknf), [$qs](/topic/$qs) #96, [global](/topic/global), [$poet](/topic/$poet), [$abcl](/topic/$abcl), [canada](/topic/canada)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [QuantumScape Corporation (QS)](/topic/$qs) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [RAI Finance (SOFI)](/topic/$sofi) [Auroracoin (AUR)](/topic/$aur) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Achain (ACT)](/topic/$act) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [LandBridge Company LLC (LB)](/topic/$lb) [Caduceus Protocol (CAD)](/topic/$cad) [Rio Tinto plc (RIO)](/topic/rio-tinto)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Around this time next year predictions: $ASTS 120$ $ADUR 30$ $POET 21$ $VRSSD 30$"  
[X Link](https://x.com/perprins0/status/1944758305844281813)  2025-07-14T13:58Z [--] followers, [---] engagements


"@redrum_2001 I would also add that the IoT and robot market in [----] will mostly use $ASTS for the GPS and 5G capabilities. A market that is not really taken into account in most calculations"  
[X Link](https://x.com/perprins0/status/1948367995224424799)  2025-07-24T13:01Z [--] followers, [---] engagements


"@we_no_all @alc2022 this conversation should give you more insight. I'm not the person you asked but enjoy the light reading https://chatgpt.com/share/68653eb8-778c-8013-ba41-033db849cc11 https://chatgpt.com/share/68653eb8-778c-8013-ba41-033db849cc11"  
[X Link](https://x.com/perprins0/status/1950474471023800438)  2025-07-30T08:32Z [--] followers, [--] engagements


"@BoujeeFinances $ASTS $ABCL $ADUR $POET $HIMS $RKLB $SOFI $AUR $JOBY $QS"  
[X Link](https://x.com/perprins0/status/1957390784950313365)  2025-08-18T10:35Z [--] followers, [---] engagements


"I just published a medium article: AbCellera ( $ABCL) a BioTech TITAN in the making https://medium.com/p/abcellera-abcl-a-biotech-titan-in-the-making-ce3a098cbacasource=social.tw https://medium.com/p/abcellera-abcl-a-biotech-titan-in-the-making-ce3a098cbacasource=social.tw"  
[X Link](https://x.com/perprins0/status/1957787552938647781)  2025-08-19T12:51Z [--] followers, [---] engagements


"$ABCL's data flywheel compounds because it learns from what worksand what doesnt. Every campaign adds positive AND negative results (normally siloed/kept private) sharpening ML and boosting hit quality speed and developability. Palantir-style ontology vibes for antibodies"  
[X Link](https://x.com/perprins0/status/1962807091975827474)  2025-09-02T09:17Z [--] followers, [----] engagements


"@QualityInvest5 Aduro Clean Technologies (Canada) $ACT or on Nasdaq $ADUR"  
[X Link](https://x.com/perprins0/status/1964986001279058097)  2025-09-08T09:35Z [--] followers, [---] engagements


"@CompoundAtlas I trust that Zeton Inc. (primary designer and fabricator of NGP pilot-plant modular skids) and Siemens Canada (provides the advanced automation and control systems) know what they are doing as it isn't their first rodeo"  
[X Link](https://x.com/perprins0/status/1966463678208745909)  2025-09-12T11:27Z [--] followers, [--] engagements


"@roundhill will there be as ASTW (ASTS Weekly covered call etf) in the near future Or is it too volatile at this moment"  
[X Link](https://x.com/perprins0/status/1963196606875906171)  2025-09-03T11:05Z [--] followers, [--] engagements


"@hypergrowth102 Look into $ADUR for a 500M company pre-rev with huge TAM and patented (and third party verified) technology for plastic recycling that no other company can do. Another 100x'er"  
[X Link](https://x.com/perprins0/status/1977814134801695161)  2025-10-13T19:10Z [--] followers, [---] engagements


"@HolySmokas $ADUR $ASTS and $KRKNF"  
[X Link](https://x.com/perprins0/status/1981356791465119812)  2025-10-23T13:47Z [--] followers, [---] engagements


"@shantaram83 $ADUR"  
[X Link](https://x.com/perprins0/status/1981691747614015497)  2025-10-24T11:58Z [--] followers, [---] engagements


"@YodaStockInvest To add $ADUR and $DGXX"  
[X Link](https://x.com/perprins0/status/1991471402260787717)  2025-11-20T11:39Z [--] followers, [---] engagements


"@retail_mourinho I add $ADUR to that. I like my company stocks to be founder-led"  
[X Link](https://x.com/perprins0/status/1993733921175904275)  2025-11-26T17:29Z [--] followers, [---] engagements


"@johhnyWalkerAZ $KRKNF or $ADUR. Aduro is still really undervalued and under the radar although their tech has been (third party) validated. Giant TAM and good for the world"  
[X Link](https://x.com/perprins0/status/1998342930038235525)  2025-12-09T10:44Z [--] followers, [---] engagements


"@LaffanLee38568 @TheLongInvest So nice that you have 12k plus shares. If only I knew about the company sooner"  
[X Link](https://x.com/perprins0/status/1999486758984286386)  2025-12-12T14:29Z [--] followers, [--] engagements


"@LaffanLee38568 @TheLongInvest Currently 1k shares. Hopefully I can add another 1k shares in [----] if ASTS performs as I expect"  
[X Link](https://x.com/perprins0/status/1999503082246295930)  2025-12-12T15:34Z [--] followers, [--] engagements


"$ADUR 1/ Quick framework for valuing Aduros heavy oil upgrading vertical. Goal: estimate revenue and EBITDA per barrel then scale that with market share. (Rough numbers only not investment advice.)"  
[X Link](https://x.com/perprins0/status/2001346253159092631)  2025-12-17T17:38Z [--] followers, [---] engagements


"$ADUR Putting both verticals together in a very rough base case assuming by year 5: Plastics: 2% of global plastics (9.2m tons/year) Heavy oil: 5% of applicable heavy & extraheavy crude (150m bbl/year) The valuation can get extreme quite fast"  
[X Link](https://x.com/perprins0/status/2001629359371882635)  2025-12-18T12:23Z [--] followers, [----] engagements


"@margincalled_ @TheLongInvest They are deciding on the location in the Netherlands where they might reuse the building itself. They use standard equipment know the scaling laws are validated by Shell and a steamcracker company. $ASTS revenues were also years away. look at it now"  
[X Link](https://x.com/perprins0/status/2008166260849168450)  2026-01-05T13:18Z [--] followers, [---] engagements


"@retail_mourinho @grok what stock has the highest upside based on these targets taken from live data"  
[X Link](https://x.com/perprins0/status/2008249724416209347)  2026-01-05T18:50Z [--] followers, [--] engagements


"@TheRonnieVShow $ADUR and $ZETA would be my first picks. $OSCR I wouldnt touch"  
[X Link](https://x.com/perprins0/status/2010738460878074033)  2026-01-12T15:39Z [--] followers, [---] engagements


"@ekwufinance @grok make a strategy for investing in copper following those [--] steps"  
[X Link](https://x.com/perprins0/status/2013571641750478879)  2026-01-20T11:17Z [--] followers, [--] engagements


"#copper breaking out against $SPY. I expect copper prices to surge to 12-15$/lb and stay there. AI datacenters EV renewable energy all needs copper. $OCO $ORRCF might be an interesting junior copper exploration company with 5B usd NPV in PEA stage (almost PFS)"  
[X Link](https://x.com/perprins0/status/2011400086023241804)  2026-01-14T11:28Z [--] followers, [---] engagements


"@TheLongInvest Copper miners ( $OCO) and defense ( $KRKNF / $PNG.V - $ASTS ). And $ADUR as they have enough runway until they can print"  
[X Link](https://x.com/perprins0/status/2011685462470262953)  2026-01-15T06:22Z [--] followers, [---] engagements


"At [----] USD/lb Cu $OCO's optimized NPV is CAD 5.5B or CAD 4.305.73/sh at 0.3x0.4x NPV (384M FD). In a copper supercycle at [--] USD/lb the same framework implies CAD 14.5019.50/sh. Versus todays CAD [----] thats roughly 20002800% upside if the supercycle plays out Don't be shaken by the copper price Buy the copper in the ground $OCO Oroco resource corp 10X from here if copper goes up or down Read it here: https://t.co/tcYA5Rr1D4 Don't be shaken by the copper price Buy the copper in the ground $OCO Oroco resource corp 10X from here if copper goes up or down Read it here: https://t.co/tcYA5Rr1D4"  
[X Link](https://x.com/perprins0/status/2018618196660731926)  2026-02-03T09:30Z [--] followers, [----] engagements


"@TheLongInvest $OCO and $QS. I believe QS is ready for a major breakout on both technical and fundamental level"  
[X Link](https://x.com/perprins0/status/2019033570581639655)  2026-02-04T13:01Z [--] followers, [----] engagements


"Just 2% of plastic and 5% of heavy oil penetration would lead to something like this $ADUR is severely undervalued https://t.co/HMKw6uJmPU https://t.co/HMKw6uJmPU"  
[X Link](https://x.com/perprins0/status/2019338235126976585)  2026-02-05T09:12Z [--] followers, [----] engagements


"To add to that [--]. Disclosure of the new OEM $QS [--]. More birds into the sky and more contracts $ASTS [--]. Uplisting of $KRKNF / $PNG.V Looking forward to some positive news this Q1 and Q2. [--]. Drilling rigs to start at Oroco for the next Feasibility Study $OCO [--]. The results from the 10KG an hour Demo plant Aduro is running. $ADUR [--]. Likely sale of Colonial coal Metallurgical coal properties $CAD Looking forward to some positive news this Q1 and Q2. [--]. Drilling rigs to start at Oroco for the next Feasibility Study $OCO [--]. The results from the 10KG an hour Demo plant Aduro is running. $ADUR 3."  
[X Link](https://x.com/perprins0/status/2021125797520544223)  2026-02-10T07:35Z [--] followers, [---] engagements


"@The_PennyQueen Hi Penny how long do you think that it would take $ADUR to get the results from the NGP now that it is fully commissioned"  
[X Link](https://x.com/perprins0/status/2021878109633409526)  2026-02-12T09:24Z [--] followers, [---] engagements


"5/ Assume Aduro charges 20% of that uplift as a royalty. That implies roughly: Aduro revenue [--] per barrel With high licensing margins (7080%) EBITDA [-----] per barrel Midpoint $3.7/bbl EBITDA to Aduro"  
[X Link](https://x.com/perprins0/status/2001346261837132139)  2025-12-17T17:38Z [--] followers, [--] engagements


"6/ Scale it by global volume. Use 3bn barrels/year of applicable heavy & extraheavy crude and let: Barrels via Aduro = 3bn market share EBITDA = barrels via Aduro $3.7/bbl Example: at just 5% share: 150m bbl 3.70.55bn EBITDA"  
[X Link](https://x.com/perprins0/status/2001346264089370687)  2025-12-17T17:38Z [--] followers, [--] engagements


"6/ Scale by market share: Q_global 460m tons s = Aduro share (%) Tons via Aduro = Q_global s EBITDA = Tons via Aduro EBITDA/ton Basecase [--] year example: s = 2% 9.2m tons EBITDA/ton $287.5 EBITDA $2.6bn5"  
[X Link](https://x.com/perprins0/status/2001628306467394026)  2025-12-18T12:19Z [--] followers, [--] engagements


"7/ Translate that into a rough equity value: Assume: Shares 38m EBITDA multiple: [----] Then: EV $2.64bn [----] = $26$53bn Implied price per share: EV 38m $680$1400/share from plastics alone at 2% global share using these midpoint economics"  
[X Link](https://x.com/perprins0/status/2001628308354842764)  2025-12-18T12:19Z [--] followers, [--] engagements


"@chamath @grok what publicly traded junior copper exploration mining companies with a large NPV are trading now for a low marketcap to NPV ratio"  
[X Link](https://x.com/perprins0/status/2012055936828154000)  2026-01-16T06:54Z [--] followers, [--] engagements


"@midascabal Under $1B: $ADUR with a massive TAM and proven recycling technology with multiple verticals. Just still pre-revenue"  
[X Link](https://x.com/perprins0/status/2013966916222644469)  2026-01-21T13:28Z [--] followers, [---] engagements


"Glad to live in the Netherlands. Looking forward to seeing the development of $ADUR Clean Technologies"  
[X Link](https://x.com/perprins0/status/2016874382124061035)  2026-01-29T14:01Z [--] followers, [---] engagements


"$ADUR now with a discount due to last fridays algo basket trading. Read why I'm so bullish $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News"  
[X Link](https://x.com/perprins0/status/2017949988953723056)  2026-02-01T13:15Z [--] followers, [---] engagements


"@CompoundAtlas [---] to 0.4x NPV is what I calculated with. Unless the big players (rio tinto and others) will be fighting over it I dont see 50% (0.5x) happening"  
[X Link](https://x.com/perprins0/status/2018924142834180172)  2026-02-04T05:46Z [--] followers, [--] engagements


"What would be the use of [--] sattelites overlapping eachother near New Zealand $ASTS"  
[X Link](https://x.com/perprins0/status/2020125268262740083)  2026-02-07T13:19Z [--] followers, [---] engagements


"@MarketMatrixs $ADUR twice nice"  
[X Link](https://x.com/perprins0/status/2021887206500315137)  2026-02-12T10:00Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@perprins0 Avatar @perprins0 PeterKlaas

PeterKlaas posts on X about $adur, $asts, copper, $oco the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Week [---] -34%
  • [--] Month [-----] +126%
  • [--] Months [-----] +350%

Mentions: [--] #

Mentions Line Chart

Followers: [--] #

Followers Line Chart

  • [--] Week [--] +2%
  • [--] Month [--] +19%
  • [--] Months [--] +168%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance countries stocks cryptocurrencies exchanges currencies

Social topic influence $adur #47, $asts, copper, $oco #11, $krknf, $qs #96, global, $poet, $abcl, canada

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) QuantumScape Corporation (QS) AbCellera Biologics Inc. (ABCL) Hims & Hers Health, Inc. (HIMS) Rocket Lab USA, Inc. Common Stock (RKLB) RAI Finance (SOFI) Auroracoin (AUR) Joby Aviation, Inc. (JOBY) Achain (ACT) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) SPDR S&P [---] ETF Trust (SPY) LandBridge Company LLC (LB) Caduceus Protocol (CAD) Rio Tinto plc (RIO)

Top Social Posts

Top posts by engagements in the last [--] hours

"Around this time next year predictions: $ASTS 120$ $ADUR 30$ $POET 21$ $VRSSD 30$"
X Link 2025-07-14T13:58Z [--] followers, [---] engagements

"@redrum_2001 I would also add that the IoT and robot market in [----] will mostly use $ASTS for the GPS and 5G capabilities. A market that is not really taken into account in most calculations"
X Link 2025-07-24T13:01Z [--] followers, [---] engagements

"@we_no_all @alc2022 this conversation should give you more insight. I'm not the person you asked but enjoy the light reading https://chatgpt.com/share/68653eb8-778c-8013-ba41-033db849cc11 https://chatgpt.com/share/68653eb8-778c-8013-ba41-033db849cc11"
X Link 2025-07-30T08:32Z [--] followers, [--] engagements

"@BoujeeFinances $ASTS $ABCL $ADUR $POET $HIMS $RKLB $SOFI $AUR $JOBY $QS"
X Link 2025-08-18T10:35Z [--] followers, [---] engagements

"I just published a medium article: AbCellera ( $ABCL) a BioTech TITAN in the making https://medium.com/p/abcellera-abcl-a-biotech-titan-in-the-making-ce3a098cbacasource=social.tw https://medium.com/p/abcellera-abcl-a-biotech-titan-in-the-making-ce3a098cbacasource=social.tw"
X Link 2025-08-19T12:51Z [--] followers, [---] engagements

"$ABCL's data flywheel compounds because it learns from what worksand what doesnt. Every campaign adds positive AND negative results (normally siloed/kept private) sharpening ML and boosting hit quality speed and developability. Palantir-style ontology vibes for antibodies"
X Link 2025-09-02T09:17Z [--] followers, [----] engagements

"@QualityInvest5 Aduro Clean Technologies (Canada) $ACT or on Nasdaq $ADUR"
X Link 2025-09-08T09:35Z [--] followers, [---] engagements

"@CompoundAtlas I trust that Zeton Inc. (primary designer and fabricator of NGP pilot-plant modular skids) and Siemens Canada (provides the advanced automation and control systems) know what they are doing as it isn't their first rodeo"
X Link 2025-09-12T11:27Z [--] followers, [--] engagements

"@roundhill will there be as ASTW (ASTS Weekly covered call etf) in the near future Or is it too volatile at this moment"
X Link 2025-09-03T11:05Z [--] followers, [--] engagements

"@hypergrowth102 Look into $ADUR for a 500M company pre-rev with huge TAM and patented (and third party verified) technology for plastic recycling that no other company can do. Another 100x'er"
X Link 2025-10-13T19:10Z [--] followers, [---] engagements

"@HolySmokas $ADUR $ASTS and $KRKNF"
X Link 2025-10-23T13:47Z [--] followers, [---] engagements

"@shantaram83 $ADUR"
X Link 2025-10-24T11:58Z [--] followers, [---] engagements

"@YodaStockInvest To add $ADUR and $DGXX"
X Link 2025-11-20T11:39Z [--] followers, [---] engagements

"@retail_mourinho I add $ADUR to that. I like my company stocks to be founder-led"
X Link 2025-11-26T17:29Z [--] followers, [---] engagements

"@johhnyWalkerAZ $KRKNF or $ADUR. Aduro is still really undervalued and under the radar although their tech has been (third party) validated. Giant TAM and good for the world"
X Link 2025-12-09T10:44Z [--] followers, [---] engagements

"@LaffanLee38568 @TheLongInvest So nice that you have 12k plus shares. If only I knew about the company sooner"
X Link 2025-12-12T14:29Z [--] followers, [--] engagements

"@LaffanLee38568 @TheLongInvest Currently 1k shares. Hopefully I can add another 1k shares in [----] if ASTS performs as I expect"
X Link 2025-12-12T15:34Z [--] followers, [--] engagements

"$ADUR 1/ Quick framework for valuing Aduros heavy oil upgrading vertical. Goal: estimate revenue and EBITDA per barrel then scale that with market share. (Rough numbers only not investment advice.)"
X Link 2025-12-17T17:38Z [--] followers, [---] engagements

"$ADUR Putting both verticals together in a very rough base case assuming by year 5: Plastics: 2% of global plastics (9.2m tons/year) Heavy oil: 5% of applicable heavy & extraheavy crude (150m bbl/year) The valuation can get extreme quite fast"
X Link 2025-12-18T12:23Z [--] followers, [----] engagements

"@margincalled_ @TheLongInvest They are deciding on the location in the Netherlands where they might reuse the building itself. They use standard equipment know the scaling laws are validated by Shell and a steamcracker company. $ASTS revenues were also years away. look at it now"
X Link 2026-01-05T13:18Z [--] followers, [---] engagements

"@retail_mourinho @grok what stock has the highest upside based on these targets taken from live data"
X Link 2026-01-05T18:50Z [--] followers, [--] engagements

"@TheRonnieVShow $ADUR and $ZETA would be my first picks. $OSCR I wouldnt touch"
X Link 2026-01-12T15:39Z [--] followers, [---] engagements

"@ekwufinance @grok make a strategy for investing in copper following those [--] steps"
X Link 2026-01-20T11:17Z [--] followers, [--] engagements

"#copper breaking out against $SPY. I expect copper prices to surge to 12-15$/lb and stay there. AI datacenters EV renewable energy all needs copper. $OCO $ORRCF might be an interesting junior copper exploration company with 5B usd NPV in PEA stage (almost PFS)"
X Link 2026-01-14T11:28Z [--] followers, [---] engagements

"@TheLongInvest Copper miners ( $OCO) and defense ( $KRKNF / $PNG.V - $ASTS ). And $ADUR as they have enough runway until they can print"
X Link 2026-01-15T06:22Z [--] followers, [---] engagements

"At [----] USD/lb Cu $OCO's optimized NPV is CAD 5.5B or CAD 4.305.73/sh at 0.3x0.4x NPV (384M FD). In a copper supercycle at [--] USD/lb the same framework implies CAD 14.5019.50/sh. Versus todays CAD [----] thats roughly 20002800% upside if the supercycle plays out Don't be shaken by the copper price Buy the copper in the ground $OCO Oroco resource corp 10X from here if copper goes up or down Read it here: https://t.co/tcYA5Rr1D4 Don't be shaken by the copper price Buy the copper in the ground $OCO Oroco resource corp 10X from here if copper goes up or down Read it here: https://t.co/tcYA5Rr1D4"
X Link 2026-02-03T09:30Z [--] followers, [----] engagements

"@TheLongInvest $OCO and $QS. I believe QS is ready for a major breakout on both technical and fundamental level"
X Link 2026-02-04T13:01Z [--] followers, [----] engagements

"Just 2% of plastic and 5% of heavy oil penetration would lead to something like this $ADUR is severely undervalued https://t.co/HMKw6uJmPU https://t.co/HMKw6uJmPU"
X Link 2026-02-05T09:12Z [--] followers, [----] engagements

"To add to that [--]. Disclosure of the new OEM $QS [--]. More birds into the sky and more contracts $ASTS [--]. Uplisting of $KRKNF / $PNG.V Looking forward to some positive news this Q1 and Q2. [--]. Drilling rigs to start at Oroco for the next Feasibility Study $OCO [--]. The results from the 10KG an hour Demo plant Aduro is running. $ADUR [--]. Likely sale of Colonial coal Metallurgical coal properties $CAD Looking forward to some positive news this Q1 and Q2. [--]. Drilling rigs to start at Oroco for the next Feasibility Study $OCO [--]. The results from the 10KG an hour Demo plant Aduro is running. $ADUR 3."
X Link 2026-02-10T07:35Z [--] followers, [---] engagements

"@The_PennyQueen Hi Penny how long do you think that it would take $ADUR to get the results from the NGP now that it is fully commissioned"
X Link 2026-02-12T09:24Z [--] followers, [---] engagements

"5/ Assume Aduro charges 20% of that uplift as a royalty. That implies roughly: Aduro revenue [--] per barrel With high licensing margins (7080%) EBITDA [-----] per barrel Midpoint $3.7/bbl EBITDA to Aduro"
X Link 2025-12-17T17:38Z [--] followers, [--] engagements

"6/ Scale it by global volume. Use 3bn barrels/year of applicable heavy & extraheavy crude and let: Barrels via Aduro = 3bn market share EBITDA = barrels via Aduro $3.7/bbl Example: at just 5% share: 150m bbl 3.70.55bn EBITDA"
X Link 2025-12-17T17:38Z [--] followers, [--] engagements

"6/ Scale by market share: Q_global 460m tons s = Aduro share (%) Tons via Aduro = Q_global s EBITDA = Tons via Aduro EBITDA/ton Basecase [--] year example: s = 2% 9.2m tons EBITDA/ton $287.5 EBITDA $2.6bn5"
X Link 2025-12-18T12:19Z [--] followers, [--] engagements

"7/ Translate that into a rough equity value: Assume: Shares 38m EBITDA multiple: [----] Then: EV $2.64bn [----] = $26$53bn Implied price per share: EV 38m $680$1400/share from plastics alone at 2% global share using these midpoint economics"
X Link 2025-12-18T12:19Z [--] followers, [--] engagements

"@chamath @grok what publicly traded junior copper exploration mining companies with a large NPV are trading now for a low marketcap to NPV ratio"
X Link 2026-01-16T06:54Z [--] followers, [--] engagements

"@midascabal Under $1B: $ADUR with a massive TAM and proven recycling technology with multiple verticals. Just still pre-revenue"
X Link 2026-01-21T13:28Z [--] followers, [---] engagements

"Glad to live in the Netherlands. Looking forward to seeing the development of $ADUR Clean Technologies"
X Link 2026-01-29T14:01Z [--] followers, [---] engagements

"$ADUR now with a discount due to last fridays algo basket trading. Read why I'm so bullish $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News"
X Link 2026-02-01T13:15Z [--] followers, [---] engagements

"@CompoundAtlas [---] to 0.4x NPV is what I calculated with. Unless the big players (rio tinto and others) will be fighting over it I dont see 50% (0.5x) happening"
X Link 2026-02-04T05:46Z [--] followers, [--] engagements

"What would be the use of [--] sattelites overlapping eachother near New Zealand $ASTS"
X Link 2026-02-07T13:19Z [--] followers, [---] engagements

"@MarketMatrixs $ADUR twice nice"
X Link 2026-02-12T10:00Z [--] followers, [---] engagements

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@perprins0
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