PAC
Grupo Aeroportuario del Pacifico, S.A.B. de C.V.
stock NYSE ADR

I work in the water industry and can vouch for the basic validity of your premise.
For PFAS specifically, the makers of GAC and GAC contactors (pressure vessels) should theoretically see a nice windfall from entities trying to comply with the new regs (initial build out AND recurring media sales).
The proposed regs got trimmed a little and the compliance deadline pushed back, so their price surge cooled off a decent bit when the new admin made those changes.
Calgon is by far the most mature in that space, BUT their GAC product line got acquired by a Japanese company (Kuraray). This complicated investment for newbie retail investors and, given the size and diversity of that company’s holdings, minimized the upside a bit from a share price perspective if their GAC branch takes off, it’s the safer long term play though IMO.
I’ve actually been focusing more on PAC manufacturers since we found it to be pretty effective at knocking down minimally elevated PFAS down below the proposed MCLs (situation for all but the most polluted systems).
Also, most plants already have PAC feed capabilities in place, so pivoting their use to target PFAS is pretty easy.
Jacobi, Norit(Cabot), and ARQ make the best PAC for PFAS removal currently.
I’ve focused on ARQ, particularly since their share price has been beat down due to complications in them expanding into the GAC space.
Their PAC is fantastic at adsorbing PFAS and their GAC woes should resolve before the new compliance deadline gets here.
Bonus points: ARQ is the only one fully vertically integrated in the states, so more tariff resilient AND, IF the deadline doesn’t get pushed back, they stand to make a ton on systems using PAC as a stopgap to comply while incurring very limited initial capital investment, but elevated recurring costs (too many systems needing PFAS treatment in too short a time to have the contractors to build brand new GAC or IX systems, so PAC looks more attractive in the near term). Then they should be positioned well for build out with GAC.

Cambio broker e passaggio da MSCI World a SPYY: cosa fare con il vecchio PAC?

I work in the water industry and can vouch for the basic validity of your premise.
For PFAS specifically, the makers of GAC and GAC contactors (pressure vessels) should theoretically see a nice windfall from entities trying to comply with the new regs (initial build out AND recurring media sales).
The proposed regs got trimmed a little and the compliance deadline pushed back, so their price surge cooled off a decent bit when the new admin made those changes.
Calgon is by far the most mature in that space, BUT their GAC product line got acquired by a Japanese company (Kuraray). This complicated investment for newbie retail investors and, given the size and diversity of that company’s holdings, minimized the upside a bit from a share price perspective if their GAC branch takes off, it’s the safer long term play though IMO.
I’ve actually been focusing more on PAC manufacturers since we found it to be pretty effective at knocking down minimally elevated PFAS down below the proposed MCLs (situation for all but the most polluted systems).
Also, most plants already have PAC feed capabilities in place, so pivoting their use to target PFAS is pretty easy.
Jacobi, Norit(Cabot), and ARQ make the best PAC for PFAS removal currently.
I’ve focused on ARQ, particularly since their share price has been beat down due to complications in them expanding into the GAC space.
Their PAC is fantastic at adsorbing PFAS and their GAC woes should resolve before the new compliance deadline gets here.
Bonus points: ARQ is the only one fully vertically integrated in the states, so more tariff resilient AND, IF the deadline doesn’t get pushed back, they stand to make a ton on systems using PAC as a stopgap to comply while incurring very limited initial capital investment, but elevated recurring costs (too many systems needing PFAS treatment in too short a time to have the contractors to build brand new GAC or IX systems, so PAC looks more attractive in the near term). Then they should be positioned well for build out with GAC.

Cambio broker e passaggio da MSCI World a SPYY: cosa fare con il vecchio PAC?