CLIR
ClearSign Technologies Corporation Common Stock (DE)
stock NASDAQ

I was just researching refinery services public companies and came up with a very narrow list ... and then realized I already owned the best play in the sector in CLIR. Think about how crack spreads have NA refineries running full stop to capitalize. Once the spreads narrow and the refiners go into maintenance mode, and they will because they must, that will be the opportunity for them to replace burners with Clearsign technology. Everything I understand suggests that CLIR burners offer two advantages, emissions & efficiencies improvements. It might take another 12-24 months for the thesis to play out, but as per your analysis they have the runway to get there. I am convinced this is the best under the radar pure play on refinery servicing that over the next few years.

I was just researching refinery services public companies and came up with a very narrow list ... and then realized I already owned the best play in the sector in CLIR. Think about how crack spreads have NA refineries running full stop to capitalize. Once the spreads narrow and the refiners go into maintenance mode, and they will because they must, that will be the opportunity for them to replace burners with Clearsign technology. Everything I understand suggests that CLIR burners offer two advantages, emissions & efficiencies improvements. It might take another 12-24 months for the thesis to play out, but as per your analysis they have the runway to get there. I am convinced this is the best under the radar pure play on refinery servicing that over the next few years.