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fred thomas Profile
fred thomas

@turtlespeed2020

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Student of life! Learning never ends! No post or RT is an investment recommendation. Do your own research.

Joined November 2021
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@turtlespeed2020
fred thomas
2 days
Links: - US EPA meets with Make America Healthy Again leaders about pesticides, chemicals: https://t.co/M0yvKXyIUy - In this article, you see “farm industry” and it is not hardworking farmers but it is the big 4 ag lobby. Hardworking farmers are on extinction path and get little
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producer.com
Top officials of the U.S. Environmental Protection Agency held at least six meetings this month with members of the Make America Healthy Again movement as agency head Lee Zeldin pledges to more...
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@turtlespeed2020
fred thomas
2 days
$PCT Plastic Recycling YE Notes - In a 180 move, EPA is now aligning closer to MAHA on matters such as pesticides and plastics pollution. EPA admin Zeldin says: “EPA is finalizing a “MAHA agenda” for the agency to address issues such as lead pipes, plastics and food waste”. Read
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@turtlespeed2020
fred thomas
3 days
Wasn't this you @TIME praising $PCT?
@TIME
TIME
25 days
"Throwing your plastic bottles in the recycling bin may make you feel good about yourself, or ease your guilt about your climate impact. But recycling plastic will not address the plastic pollution crisis—and it is time we stop pretending as such," writes @enckj
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@turtlespeed2020
fred thomas
3 days
$USD seems to be oversold
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@turtlespeed2020
fred thomas
8 days
$PCT Retested the lows. It is a coiled spring.
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@Archie_155
ian
10 days
$silver is in breakout mode and miners are starting to outperform the metal itself. I own a number of these names alongside producers to take advantage of what I believe is a once in a generation move. But as always, DYODD and know what you own.
@TheLastDegree
Gold Ventures 🟡
11 days
Silver is again the flavour of the day. The signs of a runaway move to $100+ are mounting Sit tight and enjoy - we still have valuations of 1$ per oz in the ground, far from previous bull mania's at 10+$ (at $50 silver 😉😁)
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@turtlespeed2020
fred thomas
14 days
@PackagingEurope
Packaging Europe
17 days
.@RecyclersEU, @FEADinfo, and @RecyclingEur have signed a joint letter urging the @EU_Commission to support the continent’s recycling industry by prioritizing European-made recycled plastic in mandatory recycled content targets https://t.co/CdOsVEsTHy
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@turtlespeed2020
fred thomas
14 days
State of recycling in EU. Door is wide open for U.S. based recycled material. Protectionism without overhaul of energy policies will not work.
@RecyclersEU
Plastics Recyclers Europe
1 month
📉 The Netherlands has lost 25% of its plastics recycling capacity: 270,000 tonnes since 2023. Germany, the UK & France are also hit hard. A coordinated EU response is urgently needed to stop the collapse. 🔗 What can we do? Read more: https://t.co/TdIAPJDHxn
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@turtlespeed2020
fred thomas
14 days
$PCT Brückner Maschinenbau’s managing director Markus Gschwandtner briefly talks about Purecycle collaboration. (9:15 minute mark) Frito Lay has trialed bio based films. But bio based material are difficult to integrate in recycling stream. Trial process: small sample trial,
@PackagingEurope
Packaging Europe
15 days
New podcast! How can innovation in flexible packaging boost packaging sustainability? Elisabeth Skoda speaks to Brückner Maschinenbau’s Markus Gschwandtner to get his perspective. https://t.co/SHd8u4WK6W
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@turtlespeed2020
fred thomas
14 days
Good Ai summary on $RH call. Every call starts by me thinking bunch of BS, but as it progresses ... I am thinking Capex is behind them and nothing upscale like this in global scale. Gary perhaps knows and is trying ways to make this an entertainment business and a furniture
@Finsee_main
Finsee
14 days
$RH new info from the call: Acquisitions Revealed the unannounced acquisition of Michael Taylor Designs (IP and brand), known as the “godfather of the California look,” which will anchor a new collection targeting homes valued over $5 million. Mentioned the acquisition of a
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@turtlespeed2020
fred thomas
14 days
Could be PPG, as mentioned by Stan.
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@turtlespeed2020
fred thomas
17 days
$PCT - Company does not have any mandate to disclose customer names or purchase amounts. Though, they are required to publish a 10-Q quarterly and show their revenue totals. Don't post and claim POs are all that matters - The hedgie who claims is shorting this name by listening
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@turtlespeed2020
fred thomas
18 days
$PCT This article looks like Ai written but a good summary of recent quarterly update for people who are not closely following: https://t.co/VOCShZBUeI
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business-news-today.com
PureCycle Technologies targets 40–50M-pound resin sales with global brand partners while advancing Thailand and EU expansion. Here’s what to watch next.
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@turtlespeed2020
fred thomas
18 days
$PCT - If you are obsessed about POs, then, you are not paying attention - They are ramping feedstock operation and they are shipping. To ship, they have to have a PO or a binding agreement - Large offtake announcement is customers' to make. They may delay announcement to
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@turtlespeed2020
fred thomas
18 days
$BRCC Coffee shop and distribution, founded by veterans -New institutional names bought in size - Coffee price stable. If it declines, their margin can go above 40% - Margin lagging due to coffee price gains and energy drink launch - 37 locations (19 franchisees), Stopped retail
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@turtlespeed2020
fred thomas
21 days
$PCT
@Ecoplasticspkg
Eco-plastics in Packaging
22 days
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@turtlespeed2020
fred thomas
23 days
Looks like December happened in November. Back to loading on select small cap. $AEVA $TE $PCT And if they reverse tariffs, all retailers selling cheap imports will catch a bid like dollar stores (but not $FIVE and $OLLI), and retailers $BBWI $BBBY $BBY $LOVE.
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@turtlespeed2020
fred thomas
1 month
$PCT Thomas Boyes, previous Cowen analyst who was the best analyst on this name, lowered target in May and we rallied from there. But I have to wonder why this new turkey of an analyst from Cowen is downgrading after over a month of precipitous decline and is suggesting delays to
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@turtlespeed2020
fred thomas
1 month
$HGRAF $HG Hydrograph been a trade and my cost is way below here. But I will be a buyer of more around $1.50. Treat it as a hail marry and do your research. Listen in on International man of mystery talking about it at 31 minute and then after 38 minute.
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