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Krypton Street Puts (SCWO) At The Top Of This Morning's Watchlist —Tuesday, December 30, 2025
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Take A Look At (SCWO) While It's Still Early…
December 30 2025
Morning Watch | See Why (SCWO) is Already Up On My Screen Dear Reader, PFAS "forever chemicals" are rapidly becoming one of the most urgent cleanup challenges in the U.S. — and the clock is speeding up as regulatory pressure intensifies. A little-known environmental-technology company called 374Water Inc. (NASDAQ: SCWO) is now drawing attention for a destruction-focused approach built around supercritical water oxidation, a process designed to eliminate PFAS and organic waste rather than store it. If adoption continues to scale across municipal, federal, and industrial channels, this could become one of the more compelling early-stage stories in the broader environmental remediation space. This is just one of the reasons why (SCWO) is topping our watchlist early today—Tuesday, December 30, 2025. 374Water Inc. (NASDAQ: SCWO) is emerging as a leader in the destruction of PFAS "forever chemicals" and organic waste through its proprietary AirSCWO (Supercritical Water Oxidation) technology. That positioning could allow the company to capture a substantial share of a $450B global addressable market, driven by intensifying EPA regulations and rising demand for PFAS destruction solutions. With 900% year-over-year revenue growth in Q3 2025, momentum is clearly building. Commercial deployments are accelerating across municipal, federal, and industrial markets. Management is projecting $6–8M in revenue for 2026, with that figure expected to ramp to $25–30M by 2029/2030. Together, these developments position (SCWO) as a little-known environmental technology approaching an early commercialization inflection point. Solving the PFAS Crisis: $450B Market Potential
See source here. (SCWO)'s AirSCWO technology addresses one of the most pressing environmental challenges of our time: PFAS contamination. Per- and polyfluoroalkyl substances—dubbed "forever chemicals" due to their persistence in the environment—contaminate drinking water, soil, and wastewater systems nationwide, posing significant public health risks. Traditional disposal methods (landfilling, incineration, deep-well injection) fail to destroy PFAS, merely relocating the problem while facing increasing regulatory restrictions. AirSCWO provides a definitive solution: complete destruction of PFAS and other organic wastes at the molecular level. Operating above 374°C under supercritical pressure, the technology mineralizes hazardous and non-hazardous compounds, producing safe dischargeable water, recoverable mineral effluents, harmless vent gas, and heat energy that can be captured to reduce operating costs. Market Drivers:
- EPA's 2024 PFAS Drinking Water Standards: Maximum contaminant levels for PFOA/PFOS create compliance urgency for thousands of municipal water systems
- Industrial Emissions Regulations: Tightening standards drive demand for on-site waste destruction
- Department of Defense Mandates: Military installations nationwide require PFAS remediation solutions
- Municipal Biosolids Crisis: Traditional disposal pathways closing as PFAS contamination becomes untenable
The $450B addressable market potential reflects long-term demand across three primary verticals: Municipal (wastewater treatment, biosolids management), Federal (DoD, DOE, federal installations), and Industrial (manufacturing compliance, hazardous waste). Commercial Momentum: Revenue Growth and Recent Milestones
See source here. 374Water Inc. (NASDAQ: SCWO) is transitioning from development-stage to revenue-generating operator, demonstrated by 900% year-over-year revenue growth in Q3 2025. Management projects full-year 2025 revenue of $4M, representing 10x growth from 2024's $0.4M. Recent Highlights:
Three Revenue Streams: Building Recurring Revenue Model
374Water Inc. (NASDAQ: SCWO)'s flexible go-to-market strategy creates multiple paths to capture value: 1. Capital Sales/Leases: Direct equipment sales (AS6 systems: $5-6M, AS30 systems: $10-12M) provide upfront revenue and validate commercial demand. The Olathe order demonstrates municipal budget allocation for PFAS solutions. 2. Waste Destruction Services (WDS) - The Recurring Revenue Engine: 374Water operates AirSCWO systems on behalf of clients, charging tipping fees per gallon of waste destroyed. This model generates high-margin recurring revenue:
- AS1 Mobile Services: $2M+ annual revenue potential per unit, 35%+ gross margins, 2-2.5 year payback
- AS6 TSDF Facilities: $3-5M annual revenue potential per site, 35-50%+ gross margins, 1.5-2.5 year payback
- AS30 Large TSDF: $12-20M annual revenue potential per site, 50%+ gross margins, 1.5-2 year payback
The company plans to establish its first RCRA-permitted TSDF facility in mid-2026, with network expansion across North America thereafter. TSDF operations enable clients to transport waste to centralized destruction facilities—a scalable model serving multiple customers per site. 3. On-Site Mobile/Permanent Operations: Deploying AS1 mobile units for temporary on-demand services (most sensitive/hazardous wastes) and AS6 permanent installations integrated with client facilities (consistent waste streams) diversifies revenue and addresses varied customer needs. Technology Validation & Competitive Edge
AirSCWO has been successfully demonstrated across applications: Municipal biosolids (City of Orlando Iron Bridge), military AFFF (Peterson Space Force Base), federal installations (DoD ESTCP/DIU), and industrial partnerships (Crystal Clean PFAS collaboration). This track record de-risks adoption for prospective customers. Competitive Advantages: Complete molecular PFAS destruction (versus concentration alternatives like activated carbon, ion exchange, electrochemical oxidation); regulatory alignment with EPA's shift toward requiring destruction; live installations provide customer references competitors lack; modular AS1/AS6/AS30 platform enables right-sizing to customer needs and budgets. Revenue Trajectory: Path to $25-30M by 2029/2030
Management's projected revenue growth: 2024 $0.4M (actual), 2025 $4M (guidance), 2026 $6-8M, 2027 $10-12M, 2028 $15-20M, 2029/2030 $25-30M. Growth driven by TSDF expansion and AS30 installations. Modular platforms enable capital-efficient scaling—TSDF facilities expand from AS6 to AS30 as demand grows. Management Confidence: Insider Buying and Board Strengthening
Leadership actions signal strong conviction in 374Water Inc. (NASDAQ: SCWO)'s commercialization trajectory: Significant Insider Buying (December 18, 2025): Interim President, CEO, and newly appointed Chairman Stephen J. Jones purchased 450,000 shares in the open market, with additional management team purchases disclosed in Form 4 filings. Jones stated: "I have the greatest confidence in the direction of the Company and as an expression of that confidence, I have completed the open market purchase."
Jones brings extensive industrial leadership experience, having previously served as CEO of Covanta Holding Corporation. Strategic Board Addition (December 29, 2025): 374Water appointed Charles Weiser, CPA, to the Board—a finance executive with expertise across growth companies, turnarounds, and private equity. Currently CFO of Alonti Catering Kitchens, Weiser brings critical financial and strategic planning capabilities as the company scales operations. The appointment is "in connection with our working agreement with our largest shareholder", aligning governance with major investor interests. Minimum Equity Ownership Policy: The Board implemented a minimum equity ownership requirement, further aligning director interests with shareholder value creation. Strengthened Capital Position: Runway into 2026
(SCWO) fortified its balance sheet with a $7M at-the-market (ATM) facility, extending cash runway into the second quarter of 2026. This provides sufficient capital to execute on near-term milestones including OC San deployment, Cedar Rapids project completion, first TSDF facility establishment, and AS1 mobile fleet expansion. The 1-for-10 reverse share split, effective December 26, 2025, materially changed the share structure — and in the process created a much tighter public float, with fewer than 10M shares available to the public, according to MarketWatch.
That kind of reduced supply can matter, especially when a company begins posting new developments or attracting fresh attention. Right now, (SCWO) appears to be flying under most radars, even as it trends below $2, which is exactly why could draw renewed interest heading into the next phase of its growth and execution story. Competitive Positioning: First-Mover Advantage in PFAS Destruction
374Water Inc. (NASDAQ: SCWO) benefits from early-mover positioning in commercial PFAS destruction technology: Technology Differentiation: AirSCWO provides complete molecular destruction versus alternatives (activated carbon filtration, ion exchange, electrochemical oxidation) that concentrate rather than eliminate PFAS. Supercritical water oxidation's proven chemistry and scalability advantage established technologies. Regulatory Alignment: EPA's shift toward requiring PFAS destruction (versus disposal/concentration) plays directly to 374Water's core value proposition. Traditional incineration faces opposition; landfilling increasingly restricted; deep-well injection contentious. AirSCWO offers a compliant, definitive solution. Operating Track Record: Live installations at Orlando Iron Bridge, completed federal demonstrations, and expanding commercial deployments provide customer references competitors lack. Each successful project builds credibility and reduces perceived adoption risk. Modular Scalability: AS1/AS6/AS30 platform enables right-sizing solutions to customer needs and capital budgets, removing barriers to entry while providing expansion pathway as volumes grow. 7 Reasons Why (SCWO) is Topping Our Watchlist This Morning
—Tuesday, December 30, 2025
1. Small Float: (SCWO) has less than 10M shares listed as available to the public. When companies have floats this small, the potential exists for big moves.
2. 10x Revenue Jump: (SCWO) reported Q3 revenue rising from roughly $0.08M to about $0.8M year-over-year, showing early commercial momentum as deployments expand.
3. Regulatory Tailwinds: (SCWO) is positioned around PFAS destruction demand as EPA PFAS standards and tightening disposal rules push agencies and companies toward elimination-focused solutions. 4. Multi-Sector Adoption: (SCWO) is actively working across municipal, federal, and industrial channels, which can diversify demand sources and reduce dependence on any single customer type. 5. Recurring Service Model: (SCWO) is building Waste Destruction Services (WDS) as a tipping-fee business that management believes can become a scalable, repeatable revenue engine. 6. Visible Deployments: (SCWO) has cited real-world projects and evaluations including Cedar Rapids, North Carolina AFFF destruction, Olathe, and pending Orange County Sanitation activity. 7. Management Conviction: (SCWO) disclosed notable insider buying and recent board strengthening, signaling leadership confidence as the company moves deeper into commercialization. Take A Look At (SCWO) While It's Still Early…
Taken together, the picture forming around (SCWO) is becoming harder to ignore. A relatively small public float, 900% year-over-year and visible activity across municipal, federal, and industrial channels point to a company transitioning out of the shadows and into a more active execution phase. Add in tightening PFAS regulations, a recurring service model designed to scale, real-world deployments already underway, and clear signals of conviction from leadership—and it's clear why (SCWO) is starting to show up on more serious radars. We have all eyes on (SCWO) this morning. Take a look at (SCWO) while it's still early. Also, keep a lookout for my next update, it could be out to you before the bell rings. Sincerely, Alex Ramsay
Co-Founder / Managing Editor
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