PyroGenesis_Teaser

3 Things PyroGenesis Did in 2014

While many of our readers engage with us through the comments section on our articles, a fair number will also email us with questions or suggestions as to what companies we might want to take a look at. We'll always look to research companies brought to our attention by readers which leads us to PyroGenesis. One of our readers sent over a research report about PyroGenesis, a publicly traded Canadian company (CVE:PYR) that is moving into the sale of plasma equipment that can produce 3D printing powder and nanomaterials. All numbers are in USD unless stated otherwise.     PyroGenesis is a $24 million Canadian engineering company that produces plasma torches and advanced plasma waste to energy systems. The Company had 2013 revenues of $5.07 million, up significantly from 2012 revenues of $2.9 million. With 2013 losses of $3.52 million and 2012 losses of $5.11 million, the company is far from [...]

Prudent_Vanadium_Battery

Prudent Energy’s Vanadium Flow Battery

A 2012 study conducted by Lux Research predicts that vanadium flow batteries could capture about 17 percent of the energy grid storage market by 2017, representing about $5.4 billion in potential revenue. This assumes that developers can reach a target of $750 per kilowatt hour for a fully installed system by 2017. One company that seems to be an established leader in vanadium flow batteries is Prudent Energy.       About Prudent Energy Founded in 2007, Maryland based Prudent Energy employs over 170 professionals at a number of locations in the US, Canada, and Asia. The Company taken in just over $50 million in funding so far from firms such as Draper Fisher Jurvetson, Mitsui Global Investment, Northern Light Venture Capital, and Sequoia Capital. The VRB-ESS Prudent Energy designs, manufactures and installs the patented Vanadium Redox Battery Energy Storage System (VRB-ESS) an [...]

myRisk_Teaser

myRisk: Test Yourself for 8 Hereditary Cancers

In a recent article, we discussed a hereditary breast cancer test for women called the BRACAnalysis. Statistically, it seems that the majority of women would not benefit from taking this test. The BRACAnalysis genetic test is the leading revenue stream for the company that sells it, Myriad Genetics (NASDAQ:MYGN), but has been sharply decreasing over the past year. In Q3 of this year, the BRACAnalysis only represented 44% of total revenues at $73 million. In Q3 of last year, Myriad took in just over double of that amount in BRACAnalysis revenues at $149 million or 74% of total revenues. In just a year, the revenues for BRACAnalysis have halved. The reason for this seems to be their new "myRisk" testing product which is cannibalizing BRACAnalysis with revenues of $54 million in Q3 2014 having had zero revenues in Q3 2013. myRisk Hereditary Cancer Test myRisk is a 25-gene genetic test that identifies an elevated [...]

SES_Teaser

Store Electronic Systems: An E-Ink Pure Play

In a previous article we discussed electronic ink or E-ink and how its usage will decline as the demand for e-readers declines. On the other hand, applications such as “electronic shelf labels (ESLs)” for use in retail “bricks-and-mortar” storefronts are expected to more than offset this decline. ABI Research issued a report recently titled “Next Gen Retail: Electronic Shelf Labels” in which they forecasted that revenues will increase almost six fold in the next 5 years to almost US$2 billion by 2019. In that same report, two companies were mentioned as major players that are dominating traditional ESL markets; Pricer and Store Electronics Systems (SES).       About Store Electronic Systems (SES) French- company Store Electonics Systems (EPA:SESL) or SES designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company currently trades on the [...]

AGM_Teaser

What’s Happening to Applied Graphene Materials?

We first highlighted  Applied Graphene Materials (LON:AGM) when they had their IPO just over a year ago, which was the first pure-play graphene IPO to take place. The offering was a success with shares closing up +40% on the first day of trading. In our last article, we emphasized the need for AGM to validate the commercial viability of their graphene through increased sales. While AGM has plenty of partners, there are other competitors who produce large amounts of graphene so there is no lack of availability. In the past three months, AGM has lost half its value for no noticeable reason. Perhaps investors are losing confidence in the ability of AGM to execute. Let's look at a 3 notable takeaways from AGM's 2014 Annual Report which covers the fiscal year ending July 2014 (all numbers are in USD unless stated otherwise). Costs are Rising and Revenues are Not Since their IPO, AGM has tripled the size of their [...]

Lastest Articles

PyroGenesis_Teaser

3 Things PyroGenesis Did in 2014

While many of our readers engage with us through the comments section on our articles, a fair number will also email us with questions or suggestions as to what companies we might want to take a look at. We'll always look to research companies brought to our attention by [...]

myRisk_Teaser

myRisk: Test Yourself for 8 Hereditary Cancers

In a recent article, we discussed a hereditary breast cancer test for women called the BRACAnalysis. Statistically, it seems that the majority of women would not benefit from taking this test. The BRACAnalysis genetic test is the leading revenue stream for the company that [...]

Prudent_Vanadium_Battery

Prudent Energy’s Vanadium Flow Battery

A 2012 study conducted by Lux Research predicts that vanadium flow batteries could capture about 17 percent of the energy grid storage market by 2017, representing about $5.4 billion in potential revenue. This assumes that developers can reach a target of $750 per kilowatt [...]

Oasys_Water_Teaser

Oasys’ Award Winning Desalination Technology

In several previous articles, we looked at the top-20  engineering, procurement and construction contractors for desalination plants constructed between the years 2000 to 2011. Of that list, only one company seemed like a viable pure-play investment in desalination. While [...]