Higher Performance, Carbon Negative Plastics, Maybe for Less: The Digest’s 2021 Multi-Slide Guide to ReSource Chemical

And on to the final slide, wish we mad a website or contact point — but this was a deck presented at ABLC and interested parties simply met the CEO Aanindeeta Banerjee coming off the stage. So, main contact point is here: ab@resourcechemicalcorp.com.

The Bottom Line

This is a remarkable deck from a company punching way above its weight. It’s early days, the dependence of someone else’s furfural will probably not be a problem, but strategics will ask about it. It’s an interesting case for the Due Diligence Wolfpack to assess. For now, let’s summarize what’s the “Great, So Far” of this company.

1. Working on a Big Problem in a Big Market that is Obvious to Everyone, and for which there’s Obvious Value in the Solving.
2. Start with a Molecule Lots of people know how to make, Get to one that Everyone Wants and Few Know How, and do it with much lower CAPEX than anyone else.
3. Get Carbon-Negative with a Product that is Famously Not Carbon-Negative, at a time when everyone is going to need some offsets from the small Carbon Footprint of wind and solar in order to Reach Net Zero.
4. Avoid having to Aggregate Agricultural Residues for Industrial Processes until Later.
5. Bring forward a Molecule which is Higher Performance as well as a Defossilizer, and more Cheaply than the Other Folk can do it.
6. Get out of Stealth Early enough that the investment asks are still pretty small for Early-stage Investors, i.e. build a pilot rather than build a first commercial.