Stan
@private_dataguy
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Joined September 2016
$PINK - Try as I might I just don't see an allocation to $CNC. Another massive W for the troglodyte @Mike_Taylor1972 . Plus $PCT starting to get SPICY!.
I would encourage anyone who wants to invest in HCLS to look at $PINK. You get one of the best performing HC managers ever for 50bps. Take a look at this performance vs $FHLC - ALPHA. *Disclaimer, I am long $PINK and unaffiliated with @SimplifyAsstMgt. Nice hire @profplum99!
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$PG has entered the chat. $PCT 2H ramp appears on target. (And gee, I wonder what made them realize they needed so much more capacity?)
Our PureFive™ resin achieved critical qualification steps for use in spout and dose caps for select bottles of Procter & Gamble products. Read more about the progress with our partners at P&G:
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$PCT Brick meet face. 100% float short with:. Rev acceleration.EBITDA break even 2H.Balance sheet fixed.Pos momo factors. Oh and don’t forget about the decades long monopoly being built.
@private_dataguy I am still learning: .In smidcaps, investors dont react until a brick hits them in the face. - My Quote of the day. - Mike Taylor.
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Quick thought exercise - if Trump cuts $TSLA subsidies and pulls SpaceX contracts, what happens to $MS?.
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$PCT
Had a few people ask me today for the $PCT positioning/SI tracker - make of it what you will
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Had a few people ask me today for the $PCT positioning/SI tracker - make of it what you will
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Congrats $SOC team! Shout out the “journalists” at @hntrbrkmedia and of course the legend Judd @CorneliaLake, wherever you are space cowboy.
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Soo uhh, just to recap the $AUR year. *checks notes*. 1) Uber leaves board, no replacement nom.2) Uber begins monetizing stake.3) Co-Founder leaves.4) Big launch immediately reversed after two weeks
Missed the short holiday week, after Friday close announcements of Dara resigning from the board and a mix shelf filing from $AUR. Naaaasty work….
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$PCT position upgraded from business Druck to smiling Druck - a solid double up for the legend!
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Seems everyone getting the message on $AEVA - They are the winner. The fine folks at Sylebra don’t miss on these big ideas. $PCT is next.
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RT @blondesnmoney: Day in my life as a level 5 $ABNB Engineer. > 5:00 AM Wake up. Life is so much better now that I'm not a level 4. House….
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Summary. People seem to ask, what do the bulls see in $PCT here? Well this is it, 50 of these lines across the world. 5-10% of the PP5 market (which seems healthy for a premium market) represents 5-15b of LBs which means 5b+ $ of FCF. It seems folks want to wait to confirm.
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Economics. This takes me to the next exciting $PCT topic which is line level economics. First will show Ironton, and then the enlarged, Augusta lines. I will end there but you can let your mind wonder about what a 500m LB line looks like. First Ironton, on the left we have 100%
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Pricing. Very nice to see $PCT Pure5 Ultra and Pure5 Choice officially launched, hopefully folks who didn’t quite get 100% Pure5 vs compounded can see the path here now. Attached below are excerpts from previous interviews with P&G and Estee execs that pricing at 1.40/pound is.
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Film. Reiterating, by far the most exciting development in my view for $PCT. Film is a MASSIVE PP5 market (apprx 30b LBs). and there are ZERO recycling solutions for the industry, no mechanical no chemical, nothing. Additionally, lots of consumer products here so value add of
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Hello all, figured it would post an update after the call as my account is essentially just a $PCT at this point (to be open my two other largest longs are $SOC and $AEVA but those puppies are for another day). Thought it was good release/call, ironically stock moved way more
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$PCT - will do a thread later. But in regards to my debate partners update:. “it’s not what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”.
PureCycle Finally Generates Revenue $PCT. For original short-selling research and much more check out our website: Use code WSM50 at check out for 50% off
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Mike says it well. Film probably most important piece of story no one talking about/understands. Will just add:. 1) look at what BOPP actually is - imagine the quality here. 2) look at the compounding blends (15%-50%), gross profit explosions with these blends. $PCT
$PCT - first recycled PP FILM.I realize nobody knows what “FILM” is: It’s the plastic for just about every candybar and food packaging. Zero of it to date is recycled. $PCT is the first and only. …and likely the Only for my adult lifetime, or longer.
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