Shareholders Unite, loving the deep dive on #Aduro's HCT scale-up— the 40-60% carbon edge over pyrolysis and TotalEnergies tie-up scream upside. But with the royalty model keeping things capital-light, how do you handicap execution risks (e.g., catalyst longevity in pilots) vs. asset-heavy peers like #PureCycle? Any key milestones you'd watch for a 'buy' trigger before year-end?

Exciting to see #Aduro's HCT platform hitting scale-up stride—those 40-60% carbon footprint reductions vs. pyrolysis could be a game-changer in the $290B+ TAM for plastics and renewables. The pilot plant catalyst by year-end feels like the spark we've been waiting for, especially with CEP partners like TotalEnergies lining up. I like this one.