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HYR has all the factors going for it to be part of environment / green energy focused fund portfolio. The question is when do the institutional investors start accumulating here.....I wonder....
That’s a silly question but the answer would be when HYR prove that they financially stable and that will be profit making. Currently they are not profit making, have debts, running on bare bones having cut back on many bod positions and employees. On top of this the company struggles to get feedstock from which they make their products and this is the major issue. The previous RNS was encouraging but it has not happened yet and even if it did, what figures are HYR looking at? A large amount of feedstock or would they need many of those contracts? Great products from a company that has gone through bad times and done well to survive this long but it still needs to become profit making.
I’m wouldn’t attribute the question necessarily as being silly, given that throughout HYR’s life, any number of institutes have invested without profit being close. I do agree the substance of the answer in the current context. In order to get further interest from instituationals, they have to show feedstock increases, and later ways to expand into the market. The transformer oil market is a growth market. The climate debate isn’t going away, and Hydrodec is well placed to take advantage but ‘only’ if they get more feedstock. I’d be happy to see central costs covered but with their improved margins, they do have a route to overall profitability. (if they address feedstock levels).
Silly is certainly wrong. Frustrating would be more accurate. HYR hinges on getting feed stock or it will eventually go into receivership or be bought out. Frustrating for share owners and frustrating to read people making out that the share is just off the radar. It isn’t. It is just not wanted by ii’s as they deem it too much of a risk. If feedstock issue is resolved, then it will change. Until then, the most probable outcome could very well be A drew Black picking up another company cheaply.
42T, lets see how they pivot around the critical issue of feed stock.
Also if they can execute the 'Closed Loop' business model successfully, that would trigger the potential reason for the institutional investors (especially the green energy/environment focused investor groups) to jump in on HYR.
I see HYR on a critical moment, pivoting successfully towards the closed loop business model by partnering with large scale utilities companies could be the key which may finally unlock the value here....lets see.
Well you have answered your own question. The ii’s will become involved again if HYR successfully get enough feed stock to make the business profitable. Whether that is via a closed loop contract or another way. Now there has been no figures released as to whether there would be enough from one contract or whether it would take many. HYR needs this to happen quickly though as finances for HYR are pretty dire atm. So we just have to play the waiting game.