Added to YB: 2026-03-26
Pitch date: 2026-03-24
ADUR [neutral]
Aduro Clean Technologies Inc.
+1.27%
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 501.8M
Pitch Price
CAD 15.00
Price Target
29.00 (+91%)
Dividend
N/A
EV/EBITDA
-30.26
P/E
-23.17
EV/Sales
1.6K
Sector
Software
Category
growth
The Investors Who Made the Most Money Never Sold - Aduro Clean Technologies Inc.
ADUR (update): Chem tech converting plastics/heavy oil using Hydrochemolytic™ process. March MOU w/ global EPC to build licensing model (Rolls-Royce jet engine model vs Neste build-every-plant). NGP pilot transitioned to ops, FOAK plant site set at Chemelot. Independent DCF shows $12-14 now at 45% discount rate → $50-60 at 30% (early rev) → $200-300 at 20% (scaling). EV/EBITDA model: $1,400/share at 2% plastics mkt share, 5% heavy oil, 20x multiple. 3 sell-side analysts avg $29 PT. Institutional accumulation spiking. Licensing = capital-light scaling, no dilution per plant. Risk: MOU non-binding, pre-rev, FOAK unbuilt.
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