Added to YB: 2025-02-07
Pitch date: 2025-02-06
ROOF.V [bullish]
Northstar Clean Technologies Inc.
-22.73%
current return
Author Info
Slack Capital is an investment publication dedicated to sharing only a select few opportunities each year. Through 12 years of investing, I have found that deep research and a focused concentration have consistently outperformed a broad, generalised approach. By making informed, strategic investments, I have been able to generate significant returns while consistently strengthening my confidence in my allocation decisions. At the core of Slack Capital's publication are the offered investment reports, often the result of over 50 hours of research, where all available information on a company is meticulously compiled and filtered into a centralised analysis. Sign up for the newsletter.
Company Info
Northstar Clean Technologies Inc., a clean technology company, focuses on the recovery, repurposing, and reprocessing of asphalt shingles in North America.
Northstar Clean Technologies: Leading the Charge in a Multi-Billion Dollar Market Opportunity
ROOF.V: Innovative asphalt shingle recycler with 99% yield. Calgary facility near completion, 3 more planned by 2026. Secured feedstock & offtake agreements. Strong economics: 31% IRR, potential 51%. TAMKO strategic investment. Risks: tech scale-up, economics, permitting, competition. 287M fully diluted shares.
Read full article (21 min)