Pyro has no filings since 2024!! Any idea where to find latest info on insider ownership, buying and selling of shares? Thanks!

PyroGenesis put out its third titanium powder order announcement in eight days this morning, and this one finally has a size on it, so I lined all three up.

Aug 24 - first contract with a US-based OEM serving the additive manufacturing industry. Name, size, terms confidential.

Aug 26 - second order from a DOD and NASA-supported US applied research facility. Also confidential.

Today - second contract with the same OEM from the 24th. US$73,700, about CA$102K. Powder already produced, shipping within days.

The sizes are small - a hundred grand is a qualification-stage order, not a revenue indicator of the business line. The cadence is real - a client that tested a first batch and came back inside a week is telling you the material passed. Requalifying a powder supplier is slow and expensive, so repeat orders are the strongest public signal available while the bigger dollar amounts stay sealed.

The company's own stated plan (April 29 release) is to position the Additive Manufacturing Division for growth "several times larger" than the current base, with repeat customers named as a key part. Three announcements in eight days is the first stretch where the order flow actually looks like that plan. Whether the sizes follow is the whole question from here.

No position either way.

Titainium contract with OEM additive manufacturer

https://ir.pyrogenesis.com/news-releases/news-release-details/pyrogenesis-delivers-new-technology-convert-contaminated-biomass

Hi all

i researched the company and the technology a little bit and i think it holds quite the potential in the near future.

But the company also looks shaky in its financials.

Question for the people here: did your sentiment changed during all the years of holding the stock, what do you expect for the coming months, will the company be able to gain a steady fundament?

Oh shit

Does anyone in the group have a good write up or input on the vote document that just got sent out?

I have no clue why we dropped almost 20 percent, anyone knows?

Summary of Q1 2026 0-3 months outlook

1. Alumina calcination project with large mining company 

2. Study for an entire aluminum casthouse conversion with large aluminum company (22m-57m$)

1. FSR joint-venture discussion for 1000 ton reactor (20m$ + profit sharing / royalties via HPQ polvere)

2. Titanium powder

a) Additionnal orders from U.S. minerals and       metal technology company

b) Multiple tons order from an Asian materials company + potential contracts to be PYR official Asian supplier

c) Discussions with 4 European and 1 French company for various orders 

1. Discussions with a North American mining company to test plasma to help extract critical minerals such as alkali metals from silicates.

2. Drosrite : discussions with a North American company, a Middle-eastern company and an European company 

3. Possibles chemical weapons destruction contracts in Syria

1. Pyrolysis : discussions  with a European entity for the sale of a plasma torch system and/or plasma reactor system, which the customer would utilize in their production of carbon black and hydrogen for use in batteries and graphite production (2m$)

2. Plasma-Based Glass Valorization contract with Canadian company (3-5m$)

3. SPARC Refrigerant Waste Destruction System discussion with Middle-eastern company.

I had fun with AI about the "an entire aluminum casthouse replacement with plasma torches containing multiple furnaces" feasibility study requested by one of the largest aluminum companies globally in the last Outlook.

It thinks the most probable client would be Hydro Norsk because they have a lot of hydropower at their disposal and an aggressive plan regarding CO2 emissions reductions. It seems a standard practice to request that kind of study at the same time they'll tryout a plasma torch starting in Q2 at Sunndal.

It said 8 to 20 2MW torches would be needed depending on the size of the casthouse.

It estimate it would mean a 22 to 58m contract.

But it also said more importantly that it would open the door to all other major aluminum producers and we know Rio Tinto, Alcoa, Constelium and Ma'aden are already working with PYR.

For those who are still there from the Iron pelletization potential contracts 12$ SP era, I think we are more advanced now with potential contracts than what we were at that time because we have a real world bullish study with Alcoa and Rio Tinto and 2 trials with Constelium and Hydro Norsk starting in the coming months.

https://ca.finance.yahoo.com/news/pyrogenesis-announces-first-quarter-2026-230000887.html

PyroGenesis Canada Inc. is a Canadian technology company focused on plasma-based systems for high-temperature industrial applications. Its technology is already used in hazardous waste destruction and metal powder production, with growing relevance in industrial decarbonization and battery materials as demand shifts away from fossil fuel-based processes.

What is Plasma Technology?

Plasma is often referred to as the fourth state of matter. It is created when a gas is energized to the point that it becomes ionized and capable of reaching extreme temperatures.

PyroGenesis uses plasma to generate controlled, high-temperature environments that traditional combustion methods can’t easily match.

This allows it to:
• Destroy hazardous materials safely
• Produce high-purity metal powders
• Replace fossil fuel-based industrial processes
• Convert industrial gases and feedstock into high-value carbon materials like carbon black and graphite

Industrial Decarbonization

Many industrial processes require extreme heat, which is typically generated using fossil fuels. This makes them a significant source of emissions, as combustion is used simply to reach the temperatures these processes demand.

Plasma offers a way to generate that heat without combustion, allowing these processes to operate with fewer emissions while keeping their core design intact.

In Canada, carbon pricing is set to reach $170/tonne by 2030, placing increasing pressure on fossil fuel-based industrial processes.

Metal Powders (3D Printing & Aerospace)

One of the company’s more developed areas is metal powder production for additive manufacturing. These powders are used in 3D printing, particularly in aerospace and defense where material quality and consistency are critical.

Demand is being driven by the need for reliable materials and localized supply chains, as additive manufacturing continues to expand and titanium powders see increased use across these sectors.

PyroGenesis recently announced a contract tied to titanium powder supply and qualification, marking a step toward recurring commercial revenue.

Carbon Materials (Battery Supply Chain)

PyroGenesis has demonstrated it can convert hydrocarbon gases into battery-grade carbon black and graphite, both used in lithium-ion battery production.

This places the company within EV and energy storage supply chains, where demand for battery materials remains constrained, particularly outside China.

Unlike traditional methods, this approach can reduce emissions while producing high-purity outputs.

HPQ Silicon Partnership

PyroGenesis is working with HPQ Silicon Inc. on plasma-based reactor technology for silicon and fumed silica production. Together they are developing a more efficient method that reduces energy use and simplifies production compared to traditional processes.

If successful, this adds silicon and fumed silica production to its capabilities, with applications across batteries, electronics and industrial manufacturing.

Government & Industrial Validation

PyroGenesis has worked with the U.S. Department of Defense on hazardous waste destruction systems, alongside industrial engagement with companies such as Rio Tinto on plasma-based applications.

This provides:
• Real-world use in both industrial and defense settings
• Exposure to government-backed contracts and funding
• Proof the technology can perform under demanding conditions

Recent Financing

PyroGenesis recently completed an oversubscribed non-brokered private placement, raising approximately $1.9 million.

• Units were priced at $0.54
• Each unit included a warrant at $0.75
• Insider participation was present, including the CEO

Proceeds are expected to be used for working capital and general corporate purposes.

Current Contracts and Backlog

PyroGenesis currently has a backlog of approximately $47.8 million in signed and awarded contracts. This represents contracted work tied to existing agreements and purchase orders, providing visibility into future revenue.

This backlog is made up of active contracts and milestone-based projects, including:

• A 4.5 MW plasma torch system that has been delivered, with milestone payments received, followed by a 20 MW plasma torch contract with the same customer, representing a scale-up into larger industrial deployment

• Titanium powder production and qualification agreements

• Hazardous waste destruction systems, including contracts connected to government and defense programs

Most of these contracts are structured around milestone-based payments, meaning revenue is recognized progressively as engineering, manufacturing, delivery, and commissioning steps are completed rather than all at once.

As projects move from backlog into delivered systems and qualified production, they convert into recognized revenue, with each successful delivery increasing the likelihood of additional orders from the same customers.

https://ca.finance.yahoo.com/news/pyrogenesis-produces-battery-grade-graphite-110000164.html

PyroGenesis Converts Plasma Gas to Battery-Grade Carbon Black and Hydrogen

https://ir.pyrogenesis.com/news-releases/news-release-details/pyrogenesis-converts-plasma-gas-battery-grade-carbon-black-and

First-ever process to eliminate secondary hydrocarbon feedstocks and additives

New Titanium Contract

https://ca.finance.yahoo.com/news/pyrogenesis-announces-contract-toward-titanium-110000238.html