Aduro Clean Technologies $ADUR - NASDAQ โ - PRICE ALERT - $10.22 - The Best Stock to BUY in 2026 ๐
Watch on YouTubeVideo summary
Ryan, a long-term shareholder since 2022 who has been accumulating Aduro Clean Technologies shares independently without compensation from the company, introduces his perspective on why he believes $ADUR is poised for significant growth despite current market skepticism. He emphasizes that while other content creators like Marush and Penny Queen have provided excellent coverage, some recent social media narratives are overly short-term focused or driven by hype rather than fundamental analysis. Ryan argues that investors must look beyond the stock's recent price stagnation around $10.80 to see the underlying progress of the company as it transitions from pre-commercial validation toward commercial deployment at its Camelot Kansas campus. He points out that heavy shorting activity is expected given the lack of current revenue, but he maintains that this does not reflect the true value or potential trajectory of Aduro's technology in solving a massive global problem: plastic waste management.
The core argument presented revolves around two fundamental hypotheses for any investment: success or failure, with no middle ground based on groupthink or social media consensus. Ryan critiques the "echo chamber" mentality where investors blindly follow trends without understanding whether a company will actually deliver value over time. He highlights that Aduro has achieved critical milestones including third-party validation of its chemistry (R2), successful customer trials at an operational reactor, and strategic partnerships with major players like Seammens and Zetton. These developments suggest the technology is viable for scaling up in Europe firstโa market more open to innovationโbefore tackling regulatory hurdles in the United States. Ryan asserts that dismissing Aduro because it hasn't yet generated profit ignores the long-term roadmap and the urgent need for new recycling chemistries, noting that 90% of plastics currently end up in landfills or oceans without adequate processing solutions.
Looking ahead to 2026 and beyond, Ryan warns against waiting for arbitrary price targets like $20 or $75 before investing, as such thinking reflects a misunderstanding of how value creation works in early-stage technology companies. He acknowledges that the stock market may currently be pricing Aduro as if it will fail due to its lack of immediate earnings, but he insists this valuation is flawed and fails to account for the company's tangible progress and alignment with management goals. As an institutional-style investor holding a sizable position, Ryan urges retail investors to adopt a similar long-term mindset rather than chasing short-term volatility or succumbing to FOMO driven by social media influencers who only appear when prices are rising. He concludes that every shareholder must make their own decision on whether they believe Aduro will succeed in bridging the gap between pre-commercial proof-of-concept and full-scale commercialization, leaving the final judgment up to each individual investor based on thorough due diligence rather than external noise.
Read the full video transcript
Now, welcome to the independent investor
channel. Ryan here, uh bullish share
owner in the company. I've been with the
company since 2022
and um over the last couple of years
specifically. Uh I've been doing nothing
but accumulating shares uh in the
company. I've been monitoring the
landscape closely. for a lot of you guys
that um initially tuned into my channel
for coverage of Aduro,
uh I'm no longer being compensated for
my efforts. So for you guys that u you
know may be confused about my
affiliation with the company, there it
is. But I do want to stress each and
every investor's uh responsibility to do
their own due diligence uh before taking
remarks such as um the ones that I'm
going to give you today because I'm
going to give you a different twist, a
different perspective. Again, I've been
monitoring the content that's been uh
forthcoming online. Um some of it has
been very very appreciated. I'll name it
now. Of course, Marush has continued the
coverage um to the to the tune that's
been extremely appreciated and and very
very forwardleaning to continue to tell
the bullish story of Aduro Clean
Technologies. Um and and he um does a
very very good job of of updating um
each and every one of the uh updates the
company as they uh become available to
the general public. Uh second is Penny
Queen who um in my estimation one of the
if not the original uh investor uh in
the company. So all the credit there
that is due. Uh but her content has
actually evolved uh to a place where I
feel like it's getting into almost
professional content. Uh it's that good.
Um so I highly encourage you to kick
into those two uh venues. And then
there's been a couple that have come on
to the scene here um that I've gotten to
appreciate and got to know over the last
oh year or so uh as Aduro Clean
Technologies has enjoyed uh their time
on NASDAQ and and um you know has been
uh telling their story aggressively. Um
and that is Amateur Investing. So, shout
out to Amateur Investing for um their
continued uh research and and due
diligence. The company very very well uh
researched on the content and it's uh
content that I very much appreciate. And
finally, uh stock research weekly. So,
shout out from the independent investor
channel. Um, I really appreciate you
guys for your continued coverage and and
I know I have taken more uh of a unique
path uh an independent path. Okay. Uh
doesn't mean that I'm not bullish on
Aduro Clean Technologies. Okay. It's
quite the opposite.
Over the last, let's just call it year
or two years. I've been very very
forthcoming and going into this hiatus
where I've transitioned away from social
media I was very very clear about where
I thought Aduro Clean Technologies was
in its evolution and I am still still
steadfast in conveying to a wouldbe
audience for anybody who's interested in
my perspective about the company to deem
the company still in a bridging process.
Now, for you guys that can appreciate
that or didn't understand what I was
talking about when I rolled this out, um
really around the 2025 time frame,
I was speaking about going from
pre-commercial to commercial status time
frame on that evolution was TBD. At the
time, my friends, we are still in this
phase, okay? There's nothing I can do
about it. There's nothing I can say to
you to suggest that six months down the
line, this thing is going to take us all
to the promised land.
through monitoring the
um activity online,
I have found myself significantly more
disappointed than encouraged by the lack
of um adherence to stock market
discipline.
And I'm going to give you a little bit
of philosophy from a guy like myself
who's been investing for 30 years. Okay.
What gives me the requisite to come
online and and and somehow suggest that
most people get it wrong? Well, I am a
self-made millionaire. I started with
nothing and I've built myself into a
sizable and strong seven figure uh
portfolio net worth. Okay? Now, that is
just with stock. Okay? I don't
I don't come online and suggest that
because I have a comprehensive net worth
of, you know, uh a sizable amount that
you should follow me. Okay? As a matter
of fact, I encourage people
to really find their own way and to try
to make sense of the opportunity in
stock market investing the way that I
see it. And the way that I see it is
there are in most cases two choices. In
most cases there are two outcomes.
In most cases there are only two
hypotheses
that need to be deliberated around. And
I find this philosophy misconstrued all
too often in stock market investing
where you have stock market groups out
there that think because you come
together and you have a collection of
thoughts that are similar to the person
to your right and to the person to your
left that somehow that justifies
being either bullish or bearish on a
particular idea or a particular
hypothesis.
I couldn't disagree more with this idea
of group think and that's a lot of
reason why I moved away from social
media [snorts] and
the inability for people to truly sit
across from somebody, hear out an
opinion and perspective about stock
market investing without jumping on the
defensive, without engaging in a
combative dialogue back and forth with
the person trying to do what? to try to
prove them wrong, right? To somehow try
to have people believe that the world
would be better off without Aduro Clean
Technologies. Now, the stock at present
is being shorted fairly heavily. We
anticipated this. Uh I projected that
this was going to happen and here we do.
We see that the shorts who have zero
appreciation for what Aduro Clean
Technologies has tried to do outside of
the fact that the short thesis and
attribute surrounds the fact that Aduro
really doesn't sport any meaningful
revenue at this current juncture is
going to be a short target. All right,
this is the game that we play. This is
the stock market. This is how this
happens. This is how this transpires.
All right, but this is just one
attribute of the stock itself as it sits
right now as I'm filming this video um
on February 23rd,
February 24th right now. We've just
started 2026. I've been involved as an
investor in the company since 2022.
We've been four years removed on this
project. And my philosophy about stock
market investing as it applies to this
specific name has not changed. Either
the stock is going to do one of two
things. Either it's going to go up or
it's going to go down. Okay? Over the
course of the last few years, we have
seen periods where the stock has went
up. We have seen periods where the stock
has went down many, many times in each
of those two categories. Now, in each of
those specific scenarios, whether it be
in 2022, 2023, or 2024, and so on, the
wouldbe investor would have had to have
asked themselves, is this a company that
I project is going to go up into the
future or is going to go down into the
future? Okay, that that's it. we can
have a a prolonged discussion about
hypothesizing where it could be and why,
right? Why it could go down and why,
right? But at the end of the day, the
stock market isn't about whose ego is
bigger. It's not about who's part of the
biggest stock market group out there.
It's not about any of those things. It's
your ability to look at an opportunity
and deliberate around the idea that that
idea is either going to evolve or
dissolve.
That's it. Okay. Now I've seen the stock
jump up extremely fast when stock market
on X and the you know the banter starts
and people start accumulating the shares
to the tune of 100 or you know 250 or
maybe 500 shares and a bunch of people
come in to the stock and they'll buy the
stock because the stock is hot. The
stock is on fire. The stock is going to
the moon. My friend to the right and to
my left is buying the stock. Therefore,
I have to buy the stock. The stock. The
stock. The stock. The problem at that is
you're looking at the stock in a vacuum.
All right? And you're failing to
understand what it is that the company
is doing. All right? Now, those two are
absolutely interchangeable and they are
linked together.
The stock will reflect the company and
the company will reflect the stock.
Okay. Now, let's talk a little bit about
the stock right now. For people who are
wondering why over the last couple of
months, the stock has digressed in value
from its highs. Okay, it hit 1750 highs
sometime last year. I expect those
all-time highs at some point to be taken
out. As we speak now, my hypothesis
obviously is on a bullish trajectory.
And here we sit. Stock sits at about
$10.80
US as I'm filming this video as an
update to the pulse of what we're
looking at if we're looking at the right
things. Now
the stock market as it sits with the
opportunity and everything we know about
Aduro Clean Technologies
is pricing this company as if it's
confused.
Okay. Now if it were attempting to price
the company as if it was a complete
failure then the company would have
dissolved and gone to zero. All right.
That is what a lot of people still
hypothesize on and believe that Aduro is
a have not company. Okay.
I look at the opportunity at $10.80 and
I see it through this lens. I see a
stock market that
is not properly
assessing value
and opportunity in an Aduro Clean
Technologies. At $10, guys, you cannot
tell me that the stock market is valuing
this company with when we when we bar it
against the opportunity going forward.
And what we discuss all the time with
the addressable market, the chemistry
and its validation, multiple forms of
validation,
uh the customer engagement program, what
they've been able to do, and just all of
the progress thus far that has
transpired, especially since the company
has gone public to the NASDAQ through
its its reverse stock split. Okay. Since
it's been public, there has been nothing
but positive progress news on the front
with Aduro Clean Technologies. And if
you look at the stock holistically and
you take two or three steps back and you
look at it from a longer term
perspective, we're looking at a stock
that has been on a long-term trajectory
upward rather than downward. Because I
think a lot of people get caught in the
short term looking at the stock, looking
at the digression and they unfortunately
convolute the two that because there's a
problem or digression with the stock
that there's somehow a problem with the
company and that is
a really really shallow way of looking
at this company. Shorts want to short
the company because they want to make
money. That's it. Okay,
Aduro Clean Technologies. Let me ask you
this. Is the world a better place
without Aduro Clean Technologies or with
it? Okay, I really want you to think
about that when you're looking at the
chemistry and the path that the
chemistry alone has gone along, right?
through batch scale validation
uh third-party sign off R2 right
pre-commercial
demo which is ready to be uh turned out
and start construction uh over at the
Camelot Kansas campus here
if you if you just look at that
trajectory of progress
would it beg the question that Aduro
Clean technologies probably has more of
a chance to roll out a chemistry that
has a a a chance of integration
as opposed to a chemistry based on
everything that we know
that is going to fail at scaleup.
Okay, it's either a yes or it's a no.
All right. But we have been given small
clues along the line so we can
understand the milestones along the
history at least the last short history
of Aduro Clean technology that they are
on a trajectory toward scale up and
eventual penetration to an addressable
market that we know is begging for
penetration. I mean, they're they're
we're we're begging to embark and unlock
this blue ocean within the plastic
recycling space that if you do any
homework whatsoever,
you will identify that we need hundreds
of companies like Aduro Clean
Technologies. Okay? And my deep research
tells me that Aduro Clean Technologies
is the very best at that. Okay? me me
you don't have to agree with me on this
okay but do your own research and
understand that if 90% of all plastics
being produced okay are ending up in
less than adequate processes or no
process at all to see that that 90% is
introduced to the landfills in the ocean
then it it triggers the question of why
that is and introduces the necess
necessity for chemistries like an aduro
clean technology that is standing up and
screaming into an echo chamber of
people, the stock market included, that
are not listening. They are not
listening.
These guys are screaming into an echo
chamber and outside of what I can um try
to
try to forecast what the market is
expecting from this company.
What is it more that you expect them to
do?
Do you believe based on their
forward-leaning news releases that their
technology does not work or that it does
work? Are you suggesting that the
management isn't aligned with
shareholders or not aligned with
shareholders? Are you suggesting that
Aduro Clean Technologies has not rubbed
shoulders with the who's who in the
plastic producing industry? Are they not
knocking down deals from an
international perspective? Are they not
making moves toward an inevitable scale
up especially in Europe which I think is
where this thing will kick off to start
anyway and us guys like myself who is a
US shareholder
are going to be the biggest advocate of
that because the United States as usual
and especially along this topic are not
going to be the pioneers in this space.
The Europeans will. All right. So, if
you're going to benefit from Aduro Clean
Technologies, it will be incumbent upon
the shareholders to truly understand how
open of an environment this is in Europe
and how historically difficult this
could potentially be uh in challenging
the status quo here in the United
States. Okay? Are they going to scale up
or are they not going to scale up? Are
they going to make money? Are they not
going to make money? All right. Now, if
looking back past the last four years in
the evolution of where we are now in
2026 and the stock sits really dead.
It's been in a channel for the last 6
months. I'm totally okay with that. The
stock gurus on X, they have come and
they have gone.
They came when it was convenient to hype
the stock for a period of about two
months. I give them credit for two
months. Okay. Remember, I've been in the
company for four years. Okay. Two two
years. Two months as opposed to four
years. All right.
Wouldn't you wouldn't you suggest that
there's a difference
between the mentality that it takes to
win in this game and the mentality that
it takes to exist in this game?
I don't need to be a to YouTube
anymore. Okay? I don't do promotional
content anymore. I don't need to. Uh, I
don't want to
um I'm making this video out of my own
um free will.
Um the the full disclosure is as it's
always been outside of the fact that I'm
not getting paid for this, nor would I
even accept future payment. Uh if solid
solicited, I am a long-term
Aduro shareholder. Um, and I will go out
on a limb and I would suggest that I am
the type of shareholder that Aduro Clean
Technologies is looking for. All right,
we are not looking for exploiting a 20
20 cent move in the stock one way or the
other. We're not looking for sheer
owners that are looking to hype a group
and get a bunch of people excited about
a company that of which they know
nothing about.
Right?
The things to be excited about with
Aduro Clean Technologies going forward
is knocking on the door to
getting realtime data. Okay. Uh from
their uh latest reactor that is
operational and it is actually doing
customer trials right now guys. This is
this is real. It's as real as it gets.
All right. Now, if the stock was trading
for $50 a share right now, you wouldn't
need me to come online
and try to forecast
a trajectory or a road or an explanation
or a hypothesis as to what this means
for the company now. and especially
share owners that are looking at this
and because the market is confused about
their opportunity that somehow investors
need to be confused as well. I've seen
some comments to suggest that I can just
wait until it goes to 20 bucks. I can
buy it. Some of the talking heads on
social media have suggested that the
company's going to $758 a share.
Therefore, I can wait.
To each his own. I don't care what you
do with your money. I I do not care.
What I do care about is the message
getting muddied
on a story that I find
sacred.
I'm rooting for Aduro Clean
Technologies. If they end up successful,
I will make money. Okay, I will admit
that I'll make money. some of my
colleagues, some of which I've
mentioned, Marush and Penny and Amateur
Investing, Stock Research Weekly, and
some others that I know in my closed
community of
investors that do not invest like
retail.
We invest like institutions
and each of us have positions that are
more institutionalike
than retail for one. Uh, number two, uh,
I don't lose my shorts after two months
if the stock goes down $2 or three or
four or five or six or whatever.
Okay? The stock reflects the company and
the company that I invested in in 2022
is a far different company than we're
investing in in 2026.
How will this opportunity unfold?
How is it that Aduro is going to take
all of this integration that they've had
with Seammens and Zetton,
leverage these partnerships and all of
the knowledge and research that has
evolved
like a current with Aduro Clean
Technology? How is this going to lend
itself?
Is it in the hands of a management that
I trust and align my share ownership
with to take this opportunity and bring
it to that next level bridge from
pre-commercial to commercial status?
See, nowhere in that deliberation do I
tell you that it's going to be 6 months
down the line or 12 months down the line
or 3 years down the line or 17 months
and 12 days down the line. That type of
dialogue has no place in stock market
investing. What it comes down to is a
very very simple deliberation of yes or
no.
That's it. It comes down to do you
believe in the company or do you not?
You don't have to believe in Ryan on the
independent investor channel. You don't
have to believe in anybody else. Some of
the affforementioned people who are
working really hard to roll this story
out for your benefit, for your
introduction. The story as it's being
told by Aduro Clean Technologies, my
friends, is best told by Aduro Clean
Technologies. heads. The next press
release that is released, watch what
happens to the stock. Okay? My message
will not move the stock. All right? I'm
a small fry on YouTube that is trying to
reach those investors out there that are
willing to deliberate around a very,
very simple question of yes or no. Will
this succeed or will it fail? The stock
market as I see it is pricing Aduro
Clean Technologies to fail. In my
opinion, it's pricing it to fail. Some
people would suggest at a $350 million
market cap and valuation of the company
that it's overvalued in its current
status because it doesn't make money.
Come back to the drawing board. Do we
believe that they're going to make money
or do we believe that they're going to
lose money? Do we believe that they're
going to succeed or do we believe that
they're going to fail? Do believe do we
believe that they're going to appreciate
in value or do we believe that it's
going to digress in value and go down?
Do we believe that everything that has
transpired going back let's say four
years in my involvement or going back
even further to 2011 at the inception of
this company my friends we are trading
on a major US stock exchange and I can't
be happier I was happy when we went to
public markets uh back in the fall of
2023
and I'm I'm I'm fall of 2024 excuse me
correction
I was just as excited then as I am now.
The the notoriety that Aduro Clean
Technologies gets for trading on public
markets. Now,
the story is out there. Okay? You can't
tell me that somehow the people who need
to have notoriety or are aware that
Aduro Clean Technologies is out there
don't have awareness of the company.
Okay? They're just stuck in the middle
trying to answer this question of yes or
no. And right now, right now, the
disconnect that exists between the stock
market's evaluation as it reflects in
the stock price today is pricing Aduro
Clean Technologies to actually
eventually fail rather than succeed.
My friends, I appreciate you. Uh if you
would show some support, you can
subscribe to the independent investor
channel. I do these videos now very very
far and few between. I've done that for
some personal reasons as well as some
professional reasons. Um as well as a a
an an internal to desire u to do other
things with my time. Um I'm not one of
those guys that looks at social media uh
with the same lens as everybody else.
Um, I know what it takes to succeed on
social media and um, I um, refuse to be
a to YouTube. Uh, I refuse to do
that. Um, I'm going to, uh, release this
video without any commercial
interruption. Uh, I will demonetize this
video because from start to finish, if
something I said provoked some thought
in this video, if something that I said
helped kind of fortify maybe a position
that you got in when I was very very
active with promoting the company,
right? I just want you to know that I'm
right alongside you. Um, my position is
um probably one of the most sizable
positions um anywhere in the world. So,
you're getting it to hear it with
somebody who has the um I have the
attributes and I not only that have
that, but I have the position. I think
you can step back and you can really
listen. And if you're one of those
retail investors that I'm a little bit
tough on in not having the mentality
necessary to succeed in this game, I'm
asking you with a T-ball level of
expertise to step into the major leagues
and hit a home run.
I and some of these other folks through
our unique messages are showing you that
that's actually possible to do even in
light of maybe not having the most
experience in the world. Because for the
experienced investor and for the most uh
junior inspector or novice inspector out
there, the simple decision comes down to
the same question for me or you. Is it
going to succeed or is it going to fail?
And I'll leave that deliberation up to
you guys. Thank you so much and we'll
see you in the next one.