Added to YB: 2026-03-11
Pitch date: 2026-03-09
ADUR [neutral]
Aduro Clean Technologies Inc.
+2.86%
current return
Author Info
Penny Queen focuses on undiscovered value, deep dives, swing trades and special situations. Sign up for the newsletter.
Company Info
Aduro Clean Technologies Inc. engages in developing water-based chemical recycling technologies. The company’s platform converts end-of-life plastics and tire rubber to specialty chemicals and fuels; upgrades heavy crude oils; and transforms renewable oils into renewable fuels and specialty chemicals.
Market Cap
CAD 497.1M
Pitch Price
CAD 14.66
Price Target
26.86 (+73%)
Dividend
N/A
EV/EBITDA
-29.97
P/E
-22.96
EV/Sales
1.6K
Sector
Software
Category
growth
The $50 Billion Market the Analysts Left Off the Table - Aduro Clean Technologies Inc.
ADUR (update): HBU vertical ($50B TAM) ignored by analysts focusing solely on plastics ($120B). Tech upgrades Canadian heavy crude on-site, eliminating diluent costs & improving netbacks vs benchmark. NGP Pilot Plant operational in Ontario; FOAK site confirmed at Chemelot, Netherlands (Jan 29). TotalEnergies collaboration, steam cracker compatibility validated. 85% yield vs 65% pyrolysis, EU PPWR compliant. Trading ~$11, analyst consensus $26.86 models <1% plastics penetration only, values HBU at zero. Author long since IPO.
Read full article (4 min)