Added to YB: 2026-08-27
Pitch date: 2026-08-24
CDTI [bullish]
CDTi Advanced Materials, Inc.
+17.14%
current return
Author Info
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Company Info
CDTi Advanced Materials, Inc. provides technology and solutions for the emission catalyst, industrial catalyst, and electrocatalyst markets in the United States and Europe.
Market Cap
$7.6M
Pitch Price
$1.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.90
P/E
93.64
EV/Sales
0.78
Sector
Automobile Components
Category
growth
CDTi Advances Multi-Sector Catalyst Programs as Blue-Chip Partners Near Production
CDTI: $7M nanocap catalyst-coating/engineering co (author-est 0.7x TTM rev); pivoted from dying auto-cat business to clean-energy catalyst programs. Rev doubled since 2020 to ~$10M, GM 39.1% 5yr high, profitable, no debt, no dilution 5yrs; ~50% rev from new clean-energy markets (ex-VP LinkedIn). Thesis: market gives zero credit for pre-production programs w/ blue-chip partners the author traces to MSC (methane-slip pilot, 3-vessel), Exxon/Avnos/Clairity/Corning (carbon capture/DAC), and two top onsite-power emissions players (data-center backup, mgmt's 'most immediate production-level activity,' 'incredible boom,' 7-fig deals). Only MAMII partner w/ dedicated slide; industry expert sees maritime commercialization '1-2 yrs.' Catalysts: first commercial announcement in ~8yrs + return to SEC reporting once any program hits production — mgmt sees 'transformative multi-year revenue ramp' moving rev to 'some sort of multiple.' Risks: counterparties largely inferred not confirmed; engineering rev hard to scale, production timing multi-year/unproven; illiquid dark nanocap.
Read full article (21 min)