About this episode
My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stronger, more durable, and fully recyclable. This “mono-material” design also enables circularity and addresses the growing demand for PFAS-free solutions.
The company first gained traction in windsports through its Ocean Rodeo subsidiary, but following a 2023 RTO and a 2024 strategic refocus under Sage’s leadership, Alula divested Ocean Rodeo to concentrate on becoming an ingredient brand. Today, Aluula is targeting both premium outdoor markets—packs, tents, wind sports—and larger commercial and industrial applications, where strength, durability, and recyclability are key.
Aluula will be presenting at our conference in Toronto, the Planet MicroCap Showcase on October 21-23, and invited her on to discuss:
The science behind Aluula’s glue-free composites
Strategic pivot from Ocean Rodeo to ingredient branding
Long but improving sales cycles for adoption
Differentiation from commodity materials like polyester and nylon
Expansion plans into higher-volume industrial applications
Financial discipline, with recent margins of 40–45%
For more information about Aluula Composites, please visit: https://aluula.com/
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