#  @turtlespeed2020 fred thomas fred thomas posts on X about $pct, $gmtlf, $afmjf, china the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1459349208176205825/interactions)  - [--] Week [-----] -98% - [--] Month [-------] +2,440% - [--] Months [-------] +298% - [--] Year [-------] +461% ### Mentions: [--] [#](/creator/twitter::1459349208176205825/posts_active)  - [--] Week [--] +214% - [--] Month [--] +113% - [--] Months [---] +52% - [--] Year [---] +71% ### Followers: [---] [#](/creator/twitter::1459349208176205825/followers)  - [--] Week [---] -0.16% - [--] Month [---] +2.20% - [--] Months [---] +38% - [--] Year [---] +115% ### CreatorRank: [---------] [#](/creator/twitter::1459349208176205825/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 25% [stocks](/list/stocks) 12% [countries](/list/countries) 7% [technology brands](/list/technology-brands) 3% [cryptocurrencies](/list/cryptocurrencies) 3% [travel destinations](/list/travel-destinations) 1% [currencies](/list/currencies) 1% [social networks](/list/social-networks) 1% **Social topic influence** [$pct](/topic/$pct) 44%, [$gmtlf](/topic/$gmtlf) 7%, [$afmjf](/topic/$afmjf) 6%, [china](/topic/china) 6%, [stocks](/topic/stocks) 5%, [in the](/topic/in-the) 5%, [debt](/topic/debt) 4%, [$tungf](/topic/$tungf) 4%, [company](/topic/company) 3%, [food](/topic/food) 3% **Top accounts mentioned or mentioned by** [@purecycletech](/creator/undefined) [@guardianmetres](/creator/undefined) [@archie155](/creator/undefined) [@scottbedford](/creator/undefined) [@dampedspring](/creator/undefined) [@dpgibson](/creator/undefined) [@miketaylor1972](/creator/undefined) [@robertivanhoe](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@crossbordercap](/creator/undefined) [@sustainplastics](/creator/undefined) [@nestle](/creator/undefined) [@rio2limited](/creator/undefined) [@bnkrhillmining](/creator/undefined) [@redcloudfs](/creator/undefined) [@drpippam](/creator/undefined) [@dhomonoff](/creator/undefined) [@texaswest438333](/creator/undefined) [@interior](/creator/undefined) [@usgs](/creator/undefined) **Top assets mentioned** [PepsiCo, Inc. (PEP)](/topic/$pep) [Procter & Gamble (PG)](/topic/$pg) [Sable Offshore Corp. (SOC)](/topic/$soc) [Helen Of Troy Ltd (HELE)](/topic/$hele) [BRC Inc. (BRCC)](/topic/$brcc) [Cook Protocol (COOK)](/topic/$cook) [WOOF (WOOF)](/topic/$woof) [Designer Brands Inc. (DBI)](/topic/$dbi) [BirdMoney (BIRD)](/topic/$bird) [Brilliant Earth Group, Inc. (BRLT)](/topic/$brlt) [Kohl's Corporation (KSS)](/topic/$kss) [Fluidity (FLY)](/topic/$fly) ### Top Social Posts Top posts by engagements in the last [--] hours "RT @robert_ivanhoe: Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re" [X Link](https://x.com/turtlespeed2020/status/2018496052039491723) 2026-02-03T01:25Z [---] followers, [---] engagements "Mars' big game ad https://www.youtube.com/watchv=iKp1eZvvzcQ https://www.youtube.com/watchv=iKp1eZvvzcQ" [X Link](https://x.com/turtlespeed2020/status/2019229258758173141) 2026-02-05T01:59Z [---] followers, [---] engagements "Starbucks and Walmart make it easier to recycle polypropylene (PP) cup 3/4 of Starbucks sales is from cold drinks served in PP cups. π That could be rPP one day https://trellis.net/article/how-starbucks-and-wm-made-it-easier-to-recycle-plastic-to-go-cups/ https://trellis.net/article/how-starbucks-and-wm-made-it-easier-to-recycle-plastic-to-go-cups/" [X Link](https://x.com/turtlespeed2020/status/2019231105631895905) 2026-02-05T02:06Z [---] followers, [---] engagements "It looks like a hodgepodge of rollups. Similar to $HELE but with more brands. Literally no moat no synergy among brands little R&D high admin expenses manageable debt but refinancing cost rising. Where is the suppressed value Have you checked Temu. Some of those brands have copies that sell for 70% less. Most brands are middle of the range quality and little innovation. Marmot is an overpriced junk. A few hundred $ jacket the pocket separated. Emailed support no response ever If you are rolling up at least centralize your support to realize some synergies and offer value. But what do I know" [X Link](https://x.com/turtlespeed2020/status/2019752173941239843) 2026-02-06T12:36Z [---] followers, [--] engagements "@crossbordercap Would they actually do it" [X Link](https://x.com/turtlespeed2020/status/2019755639581315237) 2026-02-06T12:50Z [---] followers, [---] engagements "$NESN.SW $NSRGY Swiss based Nestl the world's largest food company reported accelerating growth yesterday and published its annual reports (listed below). We have not heard much from their collaboration with $PCT on developing new packaging materials since March [----]. However the company is still committed to developing 95% recyclable packaging by end of this year and expresses interest to "allocate premiums for food-grade recycled plastics to help stimulate a market for these materials". (Message to the Purecycle management: Do NOT sell Pure5 cheap. The sales might be slow to get up but when" [X Link](https://x.com/turtlespeed2020/status/1890074814838186124) 2025-02-13T16:25Z [---] followers, [----] engagements "$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 - [--] locations (19 franchisees) Stopped retail expansion now mostly focused on coffee distribution. - Post SPAC went to $33 now at $1.25 Too cheap to ignore. DYODD. https://twitter.com/i/web/status/1997837757247283366 https://twitter.com/i/web/status/1997837757247283366" [X Link](https://x.com/turtlespeed2020/status/1997837757247283366) 2025-12-08T01:16Z [---] followers, [----] engagements "$PEP Pepsi to slash some popular snack prices" [X Link](https://x.com/turtlespeed2020/status/2019235687753814511) 2026-02-05T02:24Z [---] followers, [---] engagements "$PEP Link to the article Pepsi's big game ad https://www.youtube.com/watchv=7vKCq52wWUY https://www.fooddive.com/news/pepsico-cutting-prices-on-doritos-and-other-snacks-by-up-to-15/811238/ https://www.youtube.com/watchv=7vKCq52wWUY https://www.fooddive.com/news/pepsico-cutting-prices-on-doritos-and-other-snacks-by-up-to-15/811238/" [X Link](https://x.com/turtlespeed2020/status/2019236274641797595) 2026-02-05T02:26Z [---] followers, [---] engagements "Sustainability Mag top [---] leaders see below π" [X Link](https://x.com/anyuser/status/2019384816358289918) 2026-02-05T12:17Z [---] followers, [---] engagements "Link https://sustainabilitymag.com/magazine/top-250-sustainability-leaders-2026 https://sustainabilitymag.com/magazine/top-250-sustainability-leaders-2026" [X Link](https://x.com/turtlespeed2020/status/2019385377585520838) 2026-02-05T12:19Z [---] followers, [---] engagements "The list of all 250" [X Link](https://x.com/turtlespeed2020/status/2019386795260252621) 2026-02-05T12:25Z [---] followers, [---] engagements "Thanks @SustainPlastics and B. Santos. The EU Commission has not put out this news yet and the decision was made behind closed doors. Good news for rPET. But rPP is not included yet. EU states approve mass balance rules in win for chemical recycling https://t.co/G4dpuRbsI6 EU states approve mass balance rules in win for chemical recycling https://t.co/G4dpuRbsI6" [X Link](https://x.com/turtlespeed2020/status/2019814244229996724) 2026-02-06T16:43Z [---] followers, [---] engagements "It works. Pitstop for a KitKat break And there is a company that can supply you recycled BOPP @PureCycleTech Stock KitKat and drive more sales π π π Discover KitKat the Official Chocolate Bar of Formula [--] on Page [--] of the NIVO February Insider: https://t.co/18utpiXoYR #Vending #KitKat #Formula1 #DriveSales #StockUpNow @Nestle https://t.co/TlQWecmXdL Stock KitKat and drive more sales π π π Discover KitKat the Official Chocolate Bar of Formula [--] on Page [--] of the NIVO February Insider: https://t.co/18utpiXoYR #Vending #KitKat #Formula1 #DriveSales #StockUpNow @Nestle https://t.co/TlQWecmXdL" [X Link](https://x.com/turtlespeed2020/status/2019816010933747928) 2026-02-06T16:50Z [---] followers, [---] engagements "$PCT Reflecting on Play It Backs launch Erik Johnson Product Director ChurchillContainer says a key lesson was that switching PureCycles resin in and out of production lines was painless. Typically recycled resins have different processing requirements from virgin resins. But we can use PureCycles material as a straight drop-inreplacement making changeovers in production extremelyeasy he says. Now Churchill is trying to get the Play It Back Line into theaters and has so far inked a deal with one undisclosed major motion picture company. Link below π" [X Link](https://x.com/turtlespeed2020/status/2021406484735693231) 2026-02-11T02:10Z [---] followers, [----] engagements "https://www.waste360.com/sustainability/purecycle-s-recycled-resin-makes-college-football-championship-debut-with-4ocean-and-churchill-container https://www.waste360.com/sustainability/purecycle-s-recycled-resin-makes-college-football-championship-debut-with-4ocean-and-churchill-container" [X Link](https://x.com/turtlespeed2020/status/2021406559251873974) 2026-02-11T02:10Z [---] followers, [---] engagements "$PEP Pepsi served in reused cups at Super Bowl LX. Another way to keep cups away from landfills. The program is managed by Bold Reuse. They collect wash and reuse cups. Link π" [X Link](https://x.com/turtlespeed2020/status/2021410915258859665) 2026-02-11T02:28Z [---] followers, [---] engagements "https://sustainabilitymag.com/news/sustainability-super-bowl-lx-nfl-green https://sustainabilitymag.com/news/sustainability-super-bowl-lx-nfl-green" [X Link](https://x.com/turtlespeed2020/status/2021411290862977232) 2026-02-11T02:29Z [---] followers, [--] engagements "https://www.boldreuse.com/case-studies-for-reuse/how-bold-reuse-helped-the-chicago-bears-keurig-dr-pepper-launch-the-nfl-s-first-reusable-cup-program https://www.boldreuse.com/case-studies-for-reuse/how-bold-reuse-helped-the-chicago-bears-keurig-dr-pepper-launch-the-nfl-s-first-reusable-cup-program" [X Link](https://x.com/turtlespeed2020/status/2021411369476817273) 2026-02-11T02:30Z [---] followers, [---] engagements "$HGRAF HydroGraph is hiring as we scale our U.S. operations in Austin. Were currently recruiting for two roles on our Business Development team supporting the commercialization of ultra-pure graphene across defense government and industrial markets. https://t.co/6aqPw0ve1s HydroGraph is hiring as we scale our U.S. operations in Austin. Were currently recruiting for two roles on our Business Development team supporting the commercialization of ultra-pure graphene across defense government and industrial markets. https://t.co/6aqPw0ve1s" [X Link](https://x.com/turtlespeed2020/status/2021413229688389787) 2026-02-11T02:37Z [---] followers, [----] engagements "Only 55% of EU countries voted for this and it only includes PET bottles. Mechanical recyclers are putting up a fight for their livelihood. EU states approve mass balance rules in win for chemical recycling https://t.co/nmAt4hTc3Y EU states approve mass balance rules in win for chemical recycling https://t.co/nmAt4hTc3Y" [X Link](https://x.com/turtlespeed2020/status/2021778394954825837) 2026-02-12T02:48Z [---] followers, [---] engagements "$GMTLF Druckenmiller holding $TUNGF A hugely productive few days in D.C. The is almost out of tungsten and this has significant national security implications. @GuardianMetRes stands as the most advanced focused tungsten developer. Extremely important few months and years ahead for #gmet #gmtlf A hugely productive few days in D.C. The is almost out of tungsten and this has significant national security implications. @GuardianMetRes stands as the most advanced focused tungsten developer. Extremely important few months and years ahead for #gmet #gmtlf" [X Link](https://x.com/turtlespeed2020/status/2021931785425207804) 2026-02-12T12:57Z [---] followers, [---] engagements "$PCT - It lags both IWM and XLI in a [--] year period. All the progress and still lagging Needs to be at $14.60 to catchup with IWM and $20 to catchup with XLI. - Steve Cohen bought 2m shares. Put him right next to Druckenmiller as one of the greatest. (Point72 Asset Management L.P. [-------] shares) - Shorts were pounding today. (FINRA reported 77%) They must have spotted weakness. But the stock rose on low volume. - If no news they may fix this at [--] for month end - Chris Whalen thinks Fed won't cut in Sept. But Polymarket is still at 61% for [--] basis point" [X Link](https://x.com/turtlespeed2020/status/1958722795447226846) 2025-08-22T02:48Z [---] followers, [----] engagements "There are a host of stocks that benefit from fed cuts. Small caps high debt. $DXLG $COOK $DLTH $NTZ $WOOF $DBI $SNBR $TTSH $SPWH $NX And there are the ones with healthier balance sheet $BRLT $BIRD ETFs $XBI $IWM" [X Link](https://x.com/turtlespeed2020/status/1959070942048518288) 2025-08-23T01:51Z [---] followers, [---] engagements "@Archie_155 What do you think about Rio2 Limited $RIO.TO You talked about Santacruz in January. It is grinding ever higher since $SCZMF last day on the Venture for @Rio2Limited welcome to Toronto fellas $RIO.TO #gold https://t.co/hF4c0VjhjT last day on the Venture for @Rio2Limited welcome to Toronto fellas $RIO.TO #gold https://t.co/hF4c0VjhjT" [X Link](https://x.com/turtlespeed2020/status/1962978265502744629) 2025-09-02T20:37Z [---] followers, [---] engagements "@Archie_155 I don't have $GRSLF. I will look into that. I have the rest and $KOOYF. I will sell out of junior indexes. They are loaded with much bigger companies https://x.com/minenergybiz/status/1962812868086129013 I hope investors check and understand what they are buying in the "Junior" Silver Miners ETF "SILJ" π - 11.5% of SILJ is Coeur Mining with a $8.5 billion market cap - 11.5% is Hecla Mining with a $6 billion market cap - 6% of SILJ is Wheaton Precious Metals with a $46 billion https://t.co/ZHNkcXiz89 https://x.com/minenergybiz/status/1962812868086129013 I hope investors check and" [X Link](https://x.com/turtlespeed2020/status/1963176869546602644) 2025-09-03T09:46Z [---] followers, [---] engagements "$pct PureCycle UpSolv pursue growth in solvent-based recycling https://t.co/lB9nKFRi9x https://t.co/388R4yhbEI PureCycle UpSolv pursue growth in solvent-based recycling https://t.co/lB9nKFRi9x https://t.co/388R4yhbEI" [X Link](https://x.com/turtlespeed2020/status/1964348962544013438) 2025-09-06T15:24Z [---] followers, [----] engagements "@bnkrhillmining @RedCloudFS It is on discount because of the raise. DYODD $BHLL" [X Link](https://x.com/turtlespeed2020/status/1965057763954036952) 2025-09-08T14:20Z [---] followers, [---] engagements "$KSS Sequentially declining sales and profit empty parking lot and stores and an inventory worse than discount stores. Yet it has tripled in [--] months. "Kohls was able to further solidify our balance sheet by completing the refinance of our July [----] maturities by issuing a new private offering for $360000000 of 10% senior secured notes due in [----]. Kohls nearest debt maturity is not due until [----] and our long term debt remains at a ten year low." Excerpt from Q2 earnings call. Replacing 4.25% financing with 10% financing [--] basis cut or [--] basis cuts will not do much for this junk. But no" [X Link](https://x.com/turtlespeed2020/status/1968636861544300904) 2025-09-18T11:22Z [---] followers, [----] engagements "$AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are under its thumb. Im highlighting Alphamin Resources available (OTC) to US investors. It is profitable and pays a health divy (13.5%). They operate in DRC (single country risk). Mine has been in operation since [----] and they just added a second location. Low-cost producer. This could be a tiny piece of your commodity basket." [X Link](https://x.com/turtlespeed2020/status/1973751812709552574) 2025-10-02T14:07Z [---] followers, [---] engagements "$AFMJF No one cares about tin now but it is widely used and there is little supply available outside China and it's circle of influence" [X Link](https://x.com/turtlespeed2020/status/1973754072823140837) 2025-10-02T14:16Z [---] followers, [---] engagements "$PCT Don't let the sideway move fool you. It is greatly derisked and despite mess in Europe and stalled plastic treaty negotiations the demand for rPP is solid and supply will lag for many years to come. Purecycle now has the resources to develop the next two facilities. Make your investment manage the risk and refocus your attention from contracts and Ironton to where this will land in 3-5 years. That is where you will get the most return" [X Link](https://x.com/turtlespeed2020/status/1973774529341079937) 2025-10-02T15:38Z [---] followers, [----] engagements "$AFMJF Tin demand $AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are https://t.co/IgNHnr9KEY $AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are" [X Link](https://x.com/turtlespeed2020/status/1975527710522024376) 2025-10-07T11:44Z [---] followers, [---] engagements "$MNTS $FLY @DrPippaM M. put out a piece about why there is competition to land on moon. No it is not UFO related t is for helium [--] gas. Link in post below to learn more about it. You wont see this in critical metal list but it is as important or more important than rare earth elements (REEs). Trump has ordered a nuclear power station on the moon by [----] and China/Russia plan for [----]. This is power for mining millions of tons of the material that cost $20m/kilo. Related companies to consider with Yes and NO: AstroForge: A U.S.-based startup focused exclusively on asteroid mining; repeatedly" [X Link](https://x.com/turtlespeed2020/status/1978046417982587036) 2025-10-14T10:33Z [---] followers, [---] engagements "$AFMJF Tin: Supply & Demand Forecast (2021-2030)π Read more: https://t.co/KmnmtvAWqn https://t.co/z0d5OAKzSy Tin: Supply & Demand Forecast (2021-2030)π Read more: https://t.co/KmnmtvAWqn https://t.co/z0d5OAKzSy" [X Link](https://x.com/turtlespeed2020/status/1978069426898424318) 2025-10-14T12:04Z [---] followers, [---] engagements "$PCT [---] years ago the stock was double what it is today. There was no factory nor sales back then. There is a working factory now there are funds to build more and Purecycle is about to hit an inflection point in revenues. There is ample liquidity now as there was in [----]. What else do we need to see to get the price moving - Expectation is for the company to hit $4m a month revenue by Q3 and company was OK with that projection as of last quarterly update. So far monthly $500-600k sales have been announced which will be booked in Q3. - We know they hit 12.5k lbs/hr (90% of name plate" [X Link](https://x.com/turtlespeed2020/status/1983192832434188347) 2025-10-28T15:23Z [---] followers, [----] engagements "I agree Bill. SPACs were grossly overvalued. But today's $PCT is undervalued. Just trying to raise awareness. It takes 5-10 years to go from concept to a functioning factory. We are there and outside a few hundred diehards and a few hacks posing as short sellers no one talks about this name. Hope that is about to change as numbers come in and more professionals can model the revenues" [X Link](https://x.com/turtlespeed2020/status/1983205417313247332) 2025-10-28T16:13Z [---] followers, [----] engagements "$PCT It's not short selling. I guess money is rotating out of this name to others. Maybe they should have rotated out when it was at $17 π It is not time to panic but it's time to selectively take the arb. Someone swept January $15 calls. I prefer common and leaps at the right price here. Tomorrow may be a better day to fish" [X Link](https://x.com/turtlespeed2020/status/1983927944457138529) 2025-10-30T16:04Z [---] followers, [----] engagements "That's my plan. You do your own research and have your own plan. If you have to speculate with options then look for longer term options. My "high short profitless" list is a mixed bag today and $PCT is one of the worst performers in the last [--] days. I don't know why. But I have seen declines ahead of quarterly updates before" [X Link](https://x.com/turtlespeed2020/status/1983933274947719540) 2025-10-30T16:25Z [---] followers, [----] engagements "@scottbedford Good point Scott. There was less shorting today but higher volume from yesterday. Their IPO prospectus claimed they own 1.5% of $PCT which at the time would have been 2.4m shares. If that's the item on their BS then they could be selling to paydown debt. But why now" [X Link](https://x.com/turtlespeed2020/status/1984070309725565196) 2025-10-31T01:29Z [---] followers, [----] engagements "Thanks Tiff $PCT There is plenty borrow available. Selling pressure came at 3:30pm yesterday and 2:00 pm today. Perhaps de-grossing Put buying was not a factor in decline. May $15/$30 options seems to be a vertical pair. I still like [----] and [----] options" [X Link](https://x.com/turtlespeed2020/status/1984087752908910769) 2025-10-31T02:39Z [---] followers, [----] engagements "We had the trick last two days. We may get the treat after today. $PCT PureCycle wishes you a spooky safe and sustainable happy Halloween https://t.co/7R4mWw63RQ PureCycle wishes you a spooky safe and sustainable happy Halloween https://t.co/7R4mWw63RQ" [X Link](https://x.com/turtlespeed2020/status/1984252924923682951) 2025-10-31T13:35Z [---] followers, [----] engagements "Some funds did sell and book profits. See filings. Any good news on contracts and this may prove to be the last discount this year. $PCT As always do your DD and manage your risk" [X Link](https://x.com/turtlespeed2020/status/1984253814975910291) 2025-10-31T13:39Z [---] followers, [----] engagements "@PureCycleTech $PCT Highly qualified and an excellent fit for the board. Congrats" [X Link](https://x.com/turtlespeed2020/status/1985360525379674571) 2025-11-03T14:56Z [---] followers, [----] engagements "$PCT Trader came back yesterday and today to add another 10k $15/$30 call option vertical for May" [X Link](https://x.com/turtlespeed2020/status/1985730755796902034) 2025-11-04T15:27Z [---] followers, [----] engagements "A friend who likes CDs and US Notes text to say $PCT does not look good We are under $10.90 and I don't like it but I just need one more sign to pull the trigger" [X Link](https://x.com/turtlespeed2020/status/1985748383361864130) 2025-11-04T16:38Z [---] followers, [----] engagements "$PCT Looks like they sold the common and bought options for Jan Feb March and May. Degrossing to avoid the next [--] months. But long the first half [----]. The regular suspects maybe Graham Jane Street Susquehanna Shay Citadel or maybe someone new. IMHO these are macro trades and do not reflect on $PCT nor its immediate prospects. Russell sold off as well but not to this degree" [X Link](https://x.com/turtlespeed2020/status/1985889173442535720) 2025-11-05T01:57Z [---] followers, [----] engagements "$PCT Went back and listened to Q2 update. I did not have some facts right. So here are some of the facts discussed on the call: - Dustin said that they may hit $4m in revenue a month at some point in the quarter. It may not happen in Q3. Analyst expectation seems to be $6.5m for the quarter. From my perch the factory problems are behind us and it is a sure thing they will sell out the Ironton capacity and will be taking orders for future production in coming quarters. He said customers are inquiring about next years capacity. It will be helpful to get some color on the next years production" [X Link](https://x.com/turtlespeed2020/status/1986256672436748533) 2025-11-06T02:17Z [---] followers, [----] engagements "They won't. They don't need the money now. The $300m brought a whole new set of investors to the table. It would be much easier to sell bonds now. They still have $91m in revenue bonds that they can sell. And god willing if price moves above $18 and stays there $PCT can raise another $200m+ from Warrants" [X Link](https://x.com/turtlespeed2020/status/1986258482748620896) 2025-11-06T02:24Z [---] followers, [----] engagements "@dhomonoff @TexasWest438333 Check 424B7 filling from July 18th. It has all the names. There are some financiers who specialize in convertibles" [X Link](https://x.com/turtlespeed2020/status/1986451480010727586) 2025-11-06T15:11Z [---] followers, [---] engagements "$PCT Quarterly update highlights - EIF grant could contribute up to $46m to PofA-B project(Q1 end) - Company still has $87m worth revenue bonds - Denver PA was a constrain. Second shift added and they are hiring for 3rd shift for Q4. That will make the feed production to 100m lbs/yr. If you needed one thing from this call this is it Offtake contracts are coming - Coproduct sales along with non-polypropylene feedstock sales are a significant revenues that lower feedstock cost at Denver PA - M&A in plastic industry is in high gears and has impacted PCT sales. - [--] out of [--] QSR been in trials." [X Link](https://x.com/turtlespeed2020/status/1986809365521629196) 2025-11-07T14:54Z [---] followers, [----] engagements "All the talks of deal with China is to buy time. Everything on this list that is not produced sufficiently in the west would be a critical resource. It includes Silver Platinum and Palladium. $SLV $PSLV $PALL $PPLT #tungsten #tin #REE π¨ Today @Interior and @USGS released the final [----] List of Critical Minerals identifying [--] minerals essential to our economy national security and way of life. π§΅ https://t.co/YUC3wFAqQf π¨ Today @Interior and @USGS released the final [----] List of Critical Minerals identifying [--] minerals essential to our economy national security and way of life. π§΅" [X Link](https://x.com/turtlespeed2020/status/1986889957995131356) 2025-11-07T20:14Z [---] followers, [----] engagements "$PCT SI has not changed much since this post. It is still around 36m. Intraday shorting is elevated but settles at the end of the day. Option action is mostly in calls. Industrials and small caps were up on the day. So there is liquidation going on in this name and some others and it does not seem to be done yet" [X Link](https://x.com/turtlespeed2020/status/1988427827528568876) 2025-11-12T02:05Z [---] followers, [----] engagements "$PG Procter & Gamble took home the Driving the Circular Economy award for VersoVita its solvent-based dissolution recycling technology. The process $PCT uses. After much anticipation the winners of the Sustainability Awards [----] the Nobel prize for sustainable packaging innovations have been announced https://t.co/yKLHTL8MCQ After much anticipation the winners of the Sustainability Awards [----] the Nobel prize for sustainable packaging innovations have been announced https://t.co/yKLHTL8MCQ" [X Link](https://x.com/turtlespeed2020/status/1988605075783373271) 2025-11-12T13:49Z [---] followers, [----] engagements "$LPTX to $CYPH A biotech company becomes Cypherpunk a Bitcoin treasury company backed by Winklevoss bros. It is surreal. Was up 500+% yesterday" [X Link](https://x.com/turtlespeed2020/status/1988973050193408503) 2025-11-13T14:11Z [---] followers, [---] engagements "Season of joy. Thanksgiving and Christmas But not for high beta small cap outside healthcare. $PCT will take the punishment until someone figures out post Christmas discounts are here and they are huge" [X Link](https://x.com/turtlespeed2020/status/1989295702514585602) 2025-11-14T11:33Z [---] followers, [----] engagements "$SOC Could it get worse than this How much does it worth in a fire sale" [X Link](https://x.com/turtlespeed2020/status/1989384384043163791) 2025-11-14T17:26Z [---] followers, [----] engagements "More on $SOC https://x.com/QGornt/status/1989183429259440362s=20 If anyone bought the $SOC PIPE this weekend please tell us if company or syndicate informed you that $SOC had in October incurred an $48mm plus annual fee liability in perpetuity and that you agreed to be restricted from trading until today when this MNPI was released thanks https://x.com/QGornt/status/1989183429259440362s=20 If anyone bought the $SOC PIPE this weekend please tell us if company or syndicate informed you that $SOC had in October incurred an $48mm plus annual fee liability in perpetuity and that you agreed to be" [X Link](https://x.com/turtlespeed2020/status/1989416680561545710) 2025-11-14T19:34Z [---] followers, [----] engagements "I did not appreciate the depth of what a sh*t show $SOC has become" [X Link](https://x.com/turtlespeed2020/status/1990211847497072946) 2025-11-17T00:14Z [---] followers, [---] engagements "$PCT - My estimate based on company provided numbers says 7.3m lbs were shipped during Q3. Company had said back in January that P&G will ramp production in Q3/Q4. So it makes sense that they ship during Q3. But not all of 7.3m lbs. 1.2m lbs could have gone to Emerald generous 1m lbs for trials a few million to P&G (they are making caps for 10oz containers and others for now) and the rest to an unnamed QSR or buyers. - I estimated the inventory raw in progress and finished at $0.62. Last year they said they will use sales price to value inventory. But I find it is more like cost base now. If" [X Link](https://x.com/turtlespeed2020/status/1990272407949459474) 2025-11-17T04:14Z [---] followers, 11.6K engagements "@monaco_biotech @seedy19tron does it matter they have $900m in cash for a $1.3b mcap" [X Link](https://x.com/turtlespeed2020/status/1991158281851507068) 2025-11-19T14:55Z [---] followers, [---] engagements "$PCT During conference call reference was made to consolidation in the plastic conversion industry. Most notable and relevant for Purecycle was Amcor's acquisition of Berry Global announced Nov [----] and closed April [----]. Deal was valued around $10.5B. It gives Amcor a dominant position in flexible packaging. There are other acquisitions such as Novolex acquisition of Pactiv Evergreen but none are as large or as impactful. Amcor has completed its merger with Berry Global enhancing its position as a global leader in consumer and healthcare packaging solutions. https://t.co/dqwvcmIHo4 Amcor has" [X Link](https://x.com/turtlespeed2020/status/1991512819326406735) 2025-11-20T14:23Z [---] followers, [----] engagements "$PG ran successful super bowl ads in [----] and [----]. Will it run one this year to promote its sustainability efforts and use of recycled plastic and launch campaign for containers made using Pure5. We will find out early next year. https://www.youtube.com/watchv=zpaLHwwYxE8 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=zpaLHwwYxE8 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=971uCWPPgI0" [X Link](https://x.com/turtlespeed2020/status/1991574119549161578) 2025-11-20T18:27Z [---] followers, [----] engagements "$HGRAF $HG Hydrograph been a trade and my cost is way below here. But I will be a buyer of more around $1.50. Treat it as a hail marry and do your research. Listen in on International man of mystery talking about it at [--] minute and then after [--] minute. http://www.youtube.com/watchv=Im3jd7UdDCM http://www.youtube.com/watchv=Im3jd7UdDCM" [X Link](https://x.com/turtlespeed2020/status/1991888534979182836) 2025-11-21T15:16Z [---] followers, [----] engagements "$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 the companys growth plans This all in the face of positive comments from management just [--] weeks ago about the growth in Q4 and beyond" [X Link](https://x.com/turtlespeed2020/status/1992987742393778639) 2025-11-24T16:04Z [---] followers, [----] engagements "@dampedspring Just the normal setting. You try all variations of the rhyme. I use the third spot to test the [--] letters that I thought will fit the first spot and found L. So on 4th I solved it" [X Link](https://x.com/turtlespeed2020/status/1995476751892312210) 2025-12-01T12:55Z [---] followers, [--] engagements "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 $LOVE" [X Link](https://x.com/turtlespeed2020/status/1996235555747549566) 2025-12-03T15:10Z [---] followers, [----] engagements "$PCT PureCycle challenges limits of rPP - #chemicalrecycling #packaging #sustainablepackaging #packagingmarket #sustainability #investments https://t.co/Ln0CFK0qHS PureCycle challenges limits of rPP - #chemicalrecycling #packaging #sustainablepackaging #packagingmarket #sustainability #investments https://t.co/Ln0CFK0qHS" [X Link](https://x.com/turtlespeed2020/status/1996918936601075773) 2025-12-05T12:25Z [---] followers, [----] engagements "$PCT - Excellent choice by Sylebra @_dpgibson . Much needed exposure from a director that has experience facing consumers. Purecycle board is gearing up for the next chapter. - Short interest has not changed in December. Still a tad below 42m. Sell off was redressing books and getting rid of YTD losers. $PCT is still below Jan 3rd price. Option buying picked up while common was dumped. - Options activity is mostly concentrated in Jan and May. I still like [----] and [----] options but there are plenty [--] to [--] option payout possibilities in June if in first half of [----] positive news are put out." [X Link](https://x.com/turtlespeed2020/status/2002031220318687357) 2025-12-19T15:00Z [---] followers, [----] engagements "@SLMacro @PureCycleTech @_dpgibson When it is severely oversold like now on snap back I get better return on shorter-term call verticals. Compare net delta between June 10-20C with [----] 10-20C vertical" [X Link](https://x.com/turtlespeed2020/status/2002096745292108187) 2025-12-19T19:20Z [---] followers, [---] engagements "$USD seems to be oversold" [X Link](https://x.com/turtlespeed2020/status/2003449737186537785) 2025-12-23T12:56Z [---] followers, [---] engagements "Wasn't this you @TIME praising $PCT "Throwing your plastic bottles in the recycling bin may make you feel good about yourself or ease your guilt about your climate impact. But recycling plastic will not address the plastic pollution crisisand it is time we stop pretending as such" writes @enckj "Throwing your plastic bottles in the recycling bin may make you feel good about yourself or ease your guilt about your climate impact. But recycling plastic will not address the plastic pollution crisisand it is time we stop pretending as such" writes @enckj" [X Link](https://x.com/turtlespeed2020/status/2003477542976786503) 2025-12-23T14:47Z [---] followers, [----] engagements "$PCT Plastic Recycling YE Notes - In a [---] 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 more about it in the link provided in the next tweet. - This development is a positive step towards a national policy on plastic recycling and mandatory contents. Administrations goal is to lower fossil fuel prices while addressing plastic/chemical pollution. A national plastics recycling policy is aligned with this goal." [X Link](https://x.com/turtlespeed2020/status/2003811134143373317) 2025-12-24T12:52Z [---] followers, [----] engagements "$PCT Go UI PureFive will be synonymous to recycled polypropylene A championship collaboration π Souvenir cups from Churchill Container made with 100% PureFive resin will be sold at Monday's @CFBPlayoff National Championship. Every cup sold will also help fund ocean clean-up thanks to @4ocean. LINK: https://t.co/zwpmupgCl4 https://t.co/hzAoku3RGG A championship collaboration π Souvenir cups from Churchill Container made with 100% PureFive resin will be sold at Monday's @CFBPlayoff National Championship. Every cup sold will also help fund ocean clean-up thanks to @4ocean. LINK:" [X Link](https://x.com/turtlespeed2020/status/2011443682096869386) 2026-01-14T14:21Z [---] followers, [----] engagements "$PCT Top talent + proven technology + capital = explosive growth in coming decade" [X Link](https://x.com/turtlespeed2020/status/2011829622799733183) 2026-01-15T15:55Z [---] followers, [----] engagements "@Mike_Taylor1972 @scottbedford It was so perfectly lined up. They had 3.8m shares as of Sept end 3.8m shares traded after hour and they filed" [X Link](https://x.com/turtlespeed2020/status/2011904941405700260) 2026-01-15T20:54Z [---] followers, [---] engagements "$PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinda article Depending on who you ask you get a different percentage and ranking for the most shorted stocks. https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket" [X Link](https://x.com/turtlespeed2020/status/2012583729403748431) 2026-01-17T17:52Z [---] followers, [--] engagements "Latest presentation: is on the list of critical minerals published by USGS and is used for food and beverage cans circuit board components and corrosion-resistant metal coatings. USGS critical minerals list: https://www.usgs.gov/programs/mineral-resources-program/science/what-are-critical-minerals-0 https://alphaminresources.com/wp-content/uploads/2024/06/ALPHAMIN_Amvest_28May2024-1.pdfTin https://www.usgs.gov/programs/mineral-resources-program/science/what-are-critical-minerals-0 https://alphaminresources.com/wp-content/uploads/2024/06/ALPHAMIN_Amvest_28May2024-1.pdfTin" [X Link](https://x.com/turtlespeed2020/status/2013585482450383324) 2026-01-20T12:12Z [---] followers, [---] engagements "This drop is as phony as it gets. No company related news and it goes from $12.10 to $10.80. Short sellers testing the limits here. $PCT fun fact. The stock opened at $17.16 and closed at $16.50 in July [--] [----]. There were about 12m shares short as of that day. The stock only rose once above $17.16 ever since. It is safe to say less than 12m shares are shorted above $17 and more than 35m+ shares are shorted below $17.16. https://twitter.com/i/web/status/2014048107143585918 https://twitter.com/i/web/status/2014048107143585918" [X Link](https://x.com/turtlespeed2020/status/2014048107143585918) 2026-01-21T18:51Z [---] followers, [----] engagements "If they are selling $XLP what would they do to growth stocks Time to buy risky assets was yesterday. Day to raise cash and buy more $TYA and buy more protection for core" [X Link](https://x.com/turtlespeed2020/status/1899847058103681037) 2025-03-12T15:36Z [---] followers, [---] engagements "$RVX Russell volatility has been declining for the past [--] weeks. Heading for [--] line. Time for small caps to shine" [X Link](https://x.com/turtlespeed2020/status/1904160615238631865) 2025-03-24T13:17Z [---] followers, [---] engagements "$PCT They doubled down and shorted more. It did not work" [X Link](https://x.com/turtlespeed2020/status/1923374547337658607) 2025-05-16T13:46Z [---] followers, [----] engagements "$PCT Random numbers and thoughts. - $RVX Russell 2k volatility was up 11% - Options volume the highest we have seen for a day [-----] almost a 3rd of OI. - Purchase of 87k call options forced dealers to buy the underlying to hedge their underwriting - 1/3 of trades reported to FINRA were short sell - Call options of interest were: - [----] 6/20/25 $12C - [-----] 6/20/25 $15C - [----] 7/18/25 $12C - [----] 7/18/25 $16C - [----] 8/15/25 $12C - [-----] 1/15/27 $25C (roughly $5.7m premium) - Who bought Friday's $2C options for $12.2-13.2 I cannot think of any scenario under which this makes sense. Just a" [X Link](https://x.com/turtlespeed2020/status/1935166239535481154) 2025-06-18T02:42Z [---] followers, [----] engagements "EchoPark is their subprime division. There was a question about student loans from $KMX. I think they mentioned 1/3 customers have student loan. They said they want to increase sales and expand non-prime loans while they are selling their current non-prime book Something doesn't add up I have to go back and listen again" [X Link](https://x.com/turtlespeed2020/status/1936068842544926850) 2025-06-20T14:29Z [---] followers, [--] engagements "$GMTLF Tungsten mining in the U.S. Military use in munitions and tank/body armour. Supply mostly controlled by China. One of the only publicly traded tungsten miners available to U.S. investors. $6.2M DoD injection in July. Discovery stage. Druckenmiller said to be an investor" [X Link](https://x.com/turtlespeed2020/status/1975575113610543565) 2025-10-07T14:53Z [---] followers, [----] engagements "$GMTLF Tungsten https://www.usgs.gov/media/images/2025-draft-list-critical-minerals https://www.guardianmetalresources.com/wp-content/uploads/2025/09/Guardian-Metal-Resources-Corporate-Presentation-September-2025.pdf https://www.usgs.gov/media/images/2025-draft-list-critical-minerals https://www.guardianmetalresources.com/wp-content/uploads/2025/09/Guardian-Metal-Resources-Corporate-Presentation-September-2025.pdf" [X Link](https://x.com/turtlespeed2020/status/1975575949384327387) 2025-10-07T14:56Z [---] followers, [---] engagements "$TUNGF $GMTLF π¨π¨General equity market taking a breather the last few days but the tungsten price is not pushing up again to a $642.5 mid-price. Now officially up 100% since the lows earlier this year. #gmet #gmtlf @GuardianMetRes https://t.co/FoBmfV48gH π¨π¨General equity market taking a breather the last few days but the tungsten price is not pushing up again to a $642.5 mid-price. Now officially up 100% since the lows earlier this year. #gmet #gmtlf @GuardianMetRes https://t.co/FoBmfV48gH" [X Link](https://x.com/turtlespeed2020/status/1979277981219721296) 2025-10-17T20:06Z [---] followers, [---] engagements "$TUNGF $GMTLF Tungsten Production 2024π One country dominates: China produced nearly 83% of the world's supply. Check out the full breakdown in our latest infographic: https://t.co/WmUTZRqJjH https://t.co/eDQJshj9un Tungsten Production 2024π One country dominates: China produced nearly 83% of the world's supply. Check out the full breakdown in our latest infographic: https://t.co/WmUTZRqJjH https://t.co/eDQJshj9un" [X Link](https://x.com/turtlespeed2020/status/1983168593425772760) 2025-10-28T13:46Z [---] followers, [---] engagements "$GMTLF Very pleased to have Michael join the board. A man who knows how to permit build and get things done in the . This is key as we move into the Companys next stage of growth. He is also lives in the and not too far from the Projects allowing for hands on support. #gmet Very pleased to have Michael join the board. A man who knows how to permit build and get things done in the . This is key as we move into the Companys next stage of growth. He is also lives in the and not too far from the Projects allowing for hands on support. #gmet" [X Link](https://x.com/turtlespeed2020/status/1985297865837621374) 2025-11-03T10:47Z [---] followers, [---] engagements "@basmahalrugaib Small cap high beta and someone's favorite punching bag. But this has nothing to do with $PCT. Funds reduce exposure when volatility rises. $RVX is Russell 2k volatility index" [X Link](https://x.com/turtlespeed2020/status/1990477339093033045) 2025-11-17T17:49Z [---] followers, [----] engagements "@dampedspring Wordle [----] 4/6 π¨π¨ π¨ π© π©π©π©π©π©" [X Link](https://x.com/turtlespeed2020/status/2000327340476580348) 2025-12-14T22:09Z [---] followers, [---] engagements "$AFMJF Alphamin Resources is the only tin producer available in public markets. The price is back to where it was [--] years ago. Mine is in DRC. Low cost producer. Provides 6% divy. In biz since [----]. Started with gold and then switched to tin mining and changed name to Alphamin. Started mining a new location in [----] doubling production. Link to presentation below. Risky investment DYODD. ALPHAMIN ANNOUNCES RECORD FY2025 TIN PRODUCTION /FY2026 PRODUCTION GUIDANCE/ EXPLORATION UPDATE/ SENIOR MANAGEMENT CHANGES $AFM $AFMJF https://t.co/IAUylLBggT https://t.co/uQJqwLgdpb ALPHAMIN ANNOUNCES RECORD" [X Link](https://x.com/turtlespeed2020/status/2013584061395038463) 2026-01-20T12:07Z [---] followers, [----] engagements "Must see TV $PINK $PCT $TE $NVO $WRBY π¨ TODAY 11:00am ET A familiar face is BACK. Hedgeye CEO @KeithMcCullough sits down with hedge fund veteran & fan favorite Mike Taylor @Mike_Taylor1972 for a no-holds-barred Crystal Ball on [----] markets. Access (FREE) here https://t.co/q0eRvCpgyu π¨ TODAY 11:00am ET A familiar face is BACK. Hedgeye CEO @KeithMcCullough sits down with hedge fund veteran & fan favorite Mike Taylor @Mike_Taylor1972 for a no-holds-barred Crystal Ball on [----] markets. Access (FREE) here https://t.co/q0eRvCpgyu" [X Link](https://x.com/turtlespeed2020/status/2014337863848992836) 2026-01-22T14:02Z [---] followers, [----] engagements "$ARSMF $AREC Germanium mining alternatives to $TMQ Ares Strategic Mining ran up 100% last two days and American Resources Corp. has gone 8x since April low" [X Link](https://x.com/turtlespeed2020/status/1975958065305571720) 2025-10-08T16:14Z [---] followers, [----] engagements "Select critical metals' stocks: Tungsten $TUNGF Rear earth $USCMF Gallium Germanium $ARSMF Tungsten $GMTLF lithium zinc and others Potash $IPI Antimony $UAMY Tin $AFMJF Some have run up a lot. DYODD" [X Link](https://x.com/turtlespeed2020/status/1976666740588441638) 2025-10-10T15:10Z [---] followers, [----] engagements "$PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinga article Depending on who you ask you get a different percentage and ranking for the most shorted stocks. https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket" [X Link](https://x.com/turtlespeed2020/status/2012584558412038542) 2026-01-17T17:55Z [---] followers, [----] engagements "$PCT We don't know who will win the game but Purecycle and its investors will be the biggest winner We dont know if Indiana or Miami will win the college football national championship today but we do know the game will be a win for the environment thanks to reusable souvenir cups made from recycled plastics via #PureCycle and partners https://t.co/mMtccj4WiK #CFPBPlayoff https://t.co/X1I8vbWduq We dont know if Indiana or Miami will win the college football national championship today but we do know the game will be a win for the environment thanks to reusable souvenir cups made from recycled" [X Link](https://x.com/turtlespeed2020/status/2013325732928201014) 2026-01-19T19:00Z [---] followers, [----] engagements "$PCT I stand corrected. Live data shows 47.4m shares short. I have spot checked that data source at the beginning and 15th of some months and found it pretty accurate. Thank You @tiffinyfawcett Someone is selling the championship cups on Ebay check it out. https://www.ebay.com/itm/317782956551 $PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinga article https://t.co/dfDddsytru Depending on who you ask you get a different percentage and https://t.co/Ezdpmmz6dn" [X Link](https://x.com/turtlespeed2020/status/2013801490800955576) 2026-01-21T02:31Z [---] followers, [----] engagements "$PCT SI 47.75m" [X Link](https://x.com/turtlespeed2020/status/2014338210499871099) 2026-01-22T14:03Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@turtlespeed2020 fred thomasfred thomas posts on X about $pct, $gmtlf, $afmjf, china the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 25% stocks 12% countries 7% technology brands 3% cryptocurrencies 3% travel destinations 1% currencies 1% social networks 1%
Social topic influence $pct 44%, $gmtlf 7%, $afmjf 6%, china 6%, stocks 5%, in the 5%, debt 4%, $tungf 4%, company 3%, food 3%
Top accounts mentioned or mentioned by @purecycletech @guardianmetres @archie155 @scottbedford @dampedspring @dpgibson @miketaylor1972 @robertivanhoe @realdonaldtrump @crossbordercap @sustainplastics @nestle @rio2limited @bnkrhillmining @redcloudfs @drpippam @dhomonoff @texaswest438333 @interior @usgs
Top assets mentioned PepsiCo, Inc. (PEP) Procter & Gamble (PG) Sable Offshore Corp. (SOC) Helen Of Troy Ltd (HELE) BRC Inc. (BRCC) Cook Protocol (COOK) WOOF (WOOF) Designer Brands Inc. (DBI) BirdMoney (BIRD) Brilliant Earth Group, Inc. (BRLT) Kohl's Corporation (KSS) Fluidity (FLY)
Top posts by engagements in the last [--] hours
"RT @robert_ivanhoe: Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re"
X Link 2026-02-03T01:25Z [---] followers, [---] engagements
"Mars' big game ad https://www.youtube.com/watchv=iKp1eZvvzcQ https://www.youtube.com/watchv=iKp1eZvvzcQ"
X Link 2026-02-05T01:59Z [---] followers, [---] engagements
"Starbucks and Walmart make it easier to recycle polypropylene (PP) cup 3/4 of Starbucks sales is from cold drinks served in PP cups. π That could be rPP one day https://trellis.net/article/how-starbucks-and-wm-made-it-easier-to-recycle-plastic-to-go-cups/ https://trellis.net/article/how-starbucks-and-wm-made-it-easier-to-recycle-plastic-to-go-cups/"
X Link 2026-02-05T02:06Z [---] followers, [---] engagements
"It looks like a hodgepodge of rollups. Similar to $HELE but with more brands. Literally no moat no synergy among brands little R&D high admin expenses manageable debt but refinancing cost rising. Where is the suppressed value Have you checked Temu. Some of those brands have copies that sell for 70% less. Most brands are middle of the range quality and little innovation. Marmot is an overpriced junk. A few hundred $ jacket the pocket separated. Emailed support no response ever If you are rolling up at least centralize your support to realize some synergies and offer value. But what do I know"
X Link 2026-02-06T12:36Z [---] followers, [--] engagements
"@crossbordercap Would they actually do it"
X Link 2026-02-06T12:50Z [---] followers, [---] engagements
"$NESN.SW $NSRGY Swiss based Nestl the world's largest food company reported accelerating growth yesterday and published its annual reports (listed below). We have not heard much from their collaboration with $PCT on developing new packaging materials since March [----]. However the company is still committed to developing 95% recyclable packaging by end of this year and expresses interest to "allocate premiums for food-grade recycled plastics to help stimulate a market for these materials". (Message to the Purecycle management: Do NOT sell Pure5 cheap. The sales might be slow to get up but when"
X Link 2025-02-13T16:25Z [---] followers, [----] engagements
"$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 - [--] locations (19 franchisees) Stopped retail expansion now mostly focused on coffee distribution. - Post SPAC went to $33 now at $1.25 Too cheap to ignore. DYODD. https://twitter.com/i/web/status/1997837757247283366 https://twitter.com/i/web/status/1997837757247283366"
X Link 2025-12-08T01:16Z [---] followers, [----] engagements
"$PEP Pepsi to slash some popular snack prices"
X Link 2026-02-05T02:24Z [---] followers, [---] engagements
"$PEP Link to the article Pepsi's big game ad https://www.youtube.com/watchv=7vKCq52wWUY https://www.fooddive.com/news/pepsico-cutting-prices-on-doritos-and-other-snacks-by-up-to-15/811238/ https://www.youtube.com/watchv=7vKCq52wWUY https://www.fooddive.com/news/pepsico-cutting-prices-on-doritos-and-other-snacks-by-up-to-15/811238/"
X Link 2026-02-05T02:26Z [---] followers, [---] engagements
"Sustainability Mag top [---] leaders see below π"
X Link 2026-02-05T12:17Z [---] followers, [---] engagements
"Link https://sustainabilitymag.com/magazine/top-250-sustainability-leaders-2026 https://sustainabilitymag.com/magazine/top-250-sustainability-leaders-2026"
X Link 2026-02-05T12:19Z [---] followers, [---] engagements
"The list of all 250"
X Link 2026-02-05T12:25Z [---] followers, [---] engagements
"Thanks @SustainPlastics and B. Santos. The EU Commission has not put out this news yet and the decision was made behind closed doors. Good news for rPET. But rPP is not included yet. EU states approve mass balance rules in win for chemical recycling https://t.co/G4dpuRbsI6 EU states approve mass balance rules in win for chemical recycling https://t.co/G4dpuRbsI6"
X Link 2026-02-06T16:43Z [---] followers, [---] engagements
"It works. Pitstop for a KitKat break And there is a company that can supply you recycled BOPP @PureCycleTech Stock KitKat and drive more sales π π π Discover KitKat the Official Chocolate Bar of Formula [--] on Page [--] of the NIVO February Insider: https://t.co/18utpiXoYR #Vending #KitKat #Formula1 #DriveSales #StockUpNow @Nestle https://t.co/TlQWecmXdL Stock KitKat and drive more sales π π π Discover KitKat the Official Chocolate Bar of Formula [--] on Page [--] of the NIVO February Insider: https://t.co/18utpiXoYR #Vending #KitKat #Formula1 #DriveSales #StockUpNow @Nestle https://t.co/TlQWecmXdL"
X Link 2026-02-06T16:50Z [---] followers, [---] engagements
"$PCT Reflecting on Play It Backs launch Erik Johnson Product Director ChurchillContainer says a key lesson was that switching PureCycles resin in and out of production lines was painless. Typically recycled resins have different processing requirements from virgin resins. But we can use PureCycles material as a straight drop-inreplacement making changeovers in production extremelyeasy he says. Now Churchill is trying to get the Play It Back Line into theaters and has so far inked a deal with one undisclosed major motion picture company. Link below π"
X Link 2026-02-11T02:10Z [---] followers, [----] engagements
"https://www.waste360.com/sustainability/purecycle-s-recycled-resin-makes-college-football-championship-debut-with-4ocean-and-churchill-container https://www.waste360.com/sustainability/purecycle-s-recycled-resin-makes-college-football-championship-debut-with-4ocean-and-churchill-container"
X Link 2026-02-11T02:10Z [---] followers, [---] engagements
"$PEP Pepsi served in reused cups at Super Bowl LX. Another way to keep cups away from landfills. The program is managed by Bold Reuse. They collect wash and reuse cups. Link π"
X Link 2026-02-11T02:28Z [---] followers, [---] engagements
"https://sustainabilitymag.com/news/sustainability-super-bowl-lx-nfl-green https://sustainabilitymag.com/news/sustainability-super-bowl-lx-nfl-green"
X Link 2026-02-11T02:29Z [---] followers, [--] engagements
"https://www.boldreuse.com/case-studies-for-reuse/how-bold-reuse-helped-the-chicago-bears-keurig-dr-pepper-launch-the-nfl-s-first-reusable-cup-program https://www.boldreuse.com/case-studies-for-reuse/how-bold-reuse-helped-the-chicago-bears-keurig-dr-pepper-launch-the-nfl-s-first-reusable-cup-program"
X Link 2026-02-11T02:30Z [---] followers, [---] engagements
"$HGRAF HydroGraph is hiring as we scale our U.S. operations in Austin. Were currently recruiting for two roles on our Business Development team supporting the commercialization of ultra-pure graphene across defense government and industrial markets. https://t.co/6aqPw0ve1s HydroGraph is hiring as we scale our U.S. operations in Austin. Were currently recruiting for two roles on our Business Development team supporting the commercialization of ultra-pure graphene across defense government and industrial markets. https://t.co/6aqPw0ve1s"
X Link 2026-02-11T02:37Z [---] followers, [----] engagements
"Only 55% of EU countries voted for this and it only includes PET bottles. Mechanical recyclers are putting up a fight for their livelihood. EU states approve mass balance rules in win for chemical recycling https://t.co/nmAt4hTc3Y EU states approve mass balance rules in win for chemical recycling https://t.co/nmAt4hTc3Y"
X Link 2026-02-12T02:48Z [---] followers, [---] engagements
"$GMTLF Druckenmiller holding $TUNGF A hugely productive few days in D.C. The is almost out of tungsten and this has significant national security implications. @GuardianMetRes stands as the most advanced focused tungsten developer. Extremely important few months and years ahead for #gmet #gmtlf A hugely productive few days in D.C. The is almost out of tungsten and this has significant national security implications. @GuardianMetRes stands as the most advanced focused tungsten developer. Extremely important few months and years ahead for #gmet #gmtlf"
X Link 2026-02-12T12:57Z [---] followers, [---] engagements
"$PCT - It lags both IWM and XLI in a [--] year period. All the progress and still lagging Needs to be at $14.60 to catchup with IWM and $20 to catchup with XLI. - Steve Cohen bought 2m shares. Put him right next to Druckenmiller as one of the greatest. (Point72 Asset Management L.P. [-------] shares) - Shorts were pounding today. (FINRA reported 77%) They must have spotted weakness. But the stock rose on low volume. - If no news they may fix this at [--] for month end - Chris Whalen thinks Fed won't cut in Sept. But Polymarket is still at 61% for [--] basis point"
X Link 2025-08-22T02:48Z [---] followers, [----] engagements
"There are a host of stocks that benefit from fed cuts. Small caps high debt. $DXLG $COOK $DLTH $NTZ $WOOF $DBI $SNBR $TTSH $SPWH $NX And there are the ones with healthier balance sheet $BRLT $BIRD ETFs $XBI $IWM"
X Link 2025-08-23T01:51Z [---] followers, [---] engagements
"@Archie_155 What do you think about Rio2 Limited $RIO.TO You talked about Santacruz in January. It is grinding ever higher since $SCZMF last day on the Venture for @Rio2Limited welcome to Toronto fellas $RIO.TO #gold https://t.co/hF4c0VjhjT last day on the Venture for @Rio2Limited welcome to Toronto fellas $RIO.TO #gold https://t.co/hF4c0VjhjT"
X Link 2025-09-02T20:37Z [---] followers, [---] engagements
"@Archie_155 I don't have $GRSLF. I will look into that. I have the rest and $KOOYF. I will sell out of junior indexes. They are loaded with much bigger companies https://x.com/minenergybiz/status/1962812868086129013 I hope investors check and understand what they are buying in the "Junior" Silver Miners ETF "SILJ" π - 11.5% of SILJ is Coeur Mining with a $8.5 billion market cap - 11.5% is Hecla Mining with a $6 billion market cap - 6% of SILJ is Wheaton Precious Metals with a $46 billion https://t.co/ZHNkcXiz89 https://x.com/minenergybiz/status/1962812868086129013 I hope investors check and"
X Link 2025-09-03T09:46Z [---] followers, [---] engagements
"$pct PureCycle UpSolv pursue growth in solvent-based recycling https://t.co/lB9nKFRi9x https://t.co/388R4yhbEI PureCycle UpSolv pursue growth in solvent-based recycling https://t.co/lB9nKFRi9x https://t.co/388R4yhbEI"
X Link 2025-09-06T15:24Z [---] followers, [----] engagements
"@bnkrhillmining @RedCloudFS It is on discount because of the raise. DYODD $BHLL"
X Link 2025-09-08T14:20Z [---] followers, [---] engagements
"$KSS Sequentially declining sales and profit empty parking lot and stores and an inventory worse than discount stores. Yet it has tripled in [--] months. "Kohls was able to further solidify our balance sheet by completing the refinance of our July [----] maturities by issuing a new private offering for $360000000 of 10% senior secured notes due in [----]. Kohls nearest debt maturity is not due until [----] and our long term debt remains at a ten year low." Excerpt from Q2 earnings call. Replacing 4.25% financing with 10% financing [--] basis cut or [--] basis cuts will not do much for this junk. But no"
X Link 2025-09-18T11:22Z [---] followers, [----] engagements
"$AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are under its thumb. Im highlighting Alphamin Resources available (OTC) to US investors. It is profitable and pays a health divy (13.5%). They operate in DRC (single country risk). Mine has been in operation since [----] and they just added a second location. Low-cost producer. This could be a tiny piece of your commodity basket."
X Link 2025-10-02T14:07Z [---] followers, [---] engagements
"$AFMJF No one cares about tin now but it is widely used and there is little supply available outside China and it's circle of influence"
X Link 2025-10-02T14:16Z [---] followers, [---] engagements
"$PCT Don't let the sideway move fool you. It is greatly derisked and despite mess in Europe and stalled plastic treaty negotiations the demand for rPP is solid and supply will lag for many years to come. Purecycle now has the resources to develop the next two facilities. Make your investment manage the risk and refocus your attention from contracts and Ironton to where this will land in 3-5 years. That is where you will get the most return"
X Link 2025-10-02T15:38Z [---] followers, [----] engagements
"$AFMJF Tin demand $AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are https://t.co/IgNHnr9KEY $AFMJF Tin another critical metal listed by DoD. Its impact on US economy is not as big as rare earth metals but it has many uses the demand exceeds supply and our economy could not do without it. Production/processing is mostly concentrated in China and countries that are"
X Link 2025-10-07T11:44Z [---] followers, [---] engagements
"$MNTS $FLY @DrPippaM M. put out a piece about why there is competition to land on moon. No it is not UFO related t is for helium [--] gas. Link in post below to learn more about it. You wont see this in critical metal list but it is as important or more important than rare earth elements (REEs). Trump has ordered a nuclear power station on the moon by [----] and China/Russia plan for [----]. This is power for mining millions of tons of the material that cost $20m/kilo. Related companies to consider with Yes and NO: AstroForge: A U.S.-based startup focused exclusively on asteroid mining; repeatedly"
X Link 2025-10-14T10:33Z [---] followers, [---] engagements
"$AFMJF Tin: Supply & Demand Forecast (2021-2030)π Read more: https://t.co/KmnmtvAWqn https://t.co/z0d5OAKzSy Tin: Supply & Demand Forecast (2021-2030)π Read more: https://t.co/KmnmtvAWqn https://t.co/z0d5OAKzSy"
X Link 2025-10-14T12:04Z [---] followers, [---] engagements
"$PCT [---] years ago the stock was double what it is today. There was no factory nor sales back then. There is a working factory now there are funds to build more and Purecycle is about to hit an inflection point in revenues. There is ample liquidity now as there was in [----]. What else do we need to see to get the price moving - Expectation is for the company to hit $4m a month revenue by Q3 and company was OK with that projection as of last quarterly update. So far monthly $500-600k sales have been announced which will be booked in Q3. - We know they hit 12.5k lbs/hr (90% of name plate"
X Link 2025-10-28T15:23Z [---] followers, [----] engagements
"I agree Bill. SPACs were grossly overvalued. But today's $PCT is undervalued. Just trying to raise awareness. It takes 5-10 years to go from concept to a functioning factory. We are there and outside a few hundred diehards and a few hacks posing as short sellers no one talks about this name. Hope that is about to change as numbers come in and more professionals can model the revenues"
X Link 2025-10-28T16:13Z [---] followers, [----] engagements
"$PCT It's not short selling. I guess money is rotating out of this name to others. Maybe they should have rotated out when it was at $17 π It is not time to panic but it's time to selectively take the arb. Someone swept January $15 calls. I prefer common and leaps at the right price here. Tomorrow may be a better day to fish"
X Link 2025-10-30T16:04Z [---] followers, [----] engagements
"That's my plan. You do your own research and have your own plan. If you have to speculate with options then look for longer term options. My "high short profitless" list is a mixed bag today and $PCT is one of the worst performers in the last [--] days. I don't know why. But I have seen declines ahead of quarterly updates before"
X Link 2025-10-30T16:25Z [---] followers, [----] engagements
"@scottbedford Good point Scott. There was less shorting today but higher volume from yesterday. Their IPO prospectus claimed they own 1.5% of $PCT which at the time would have been 2.4m shares. If that's the item on their BS then they could be selling to paydown debt. But why now"
X Link 2025-10-31T01:29Z [---] followers, [----] engagements
"Thanks Tiff $PCT There is plenty borrow available. Selling pressure came at 3:30pm yesterday and 2:00 pm today. Perhaps de-grossing Put buying was not a factor in decline. May $15/$30 options seems to be a vertical pair. I still like [----] and [----] options"
X Link 2025-10-31T02:39Z [---] followers, [----] engagements
"We had the trick last two days. We may get the treat after today. $PCT PureCycle wishes you a spooky safe and sustainable happy Halloween https://t.co/7R4mWw63RQ PureCycle wishes you a spooky safe and sustainable happy Halloween https://t.co/7R4mWw63RQ"
X Link 2025-10-31T13:35Z [---] followers, [----] engagements
"Some funds did sell and book profits. See filings. Any good news on contracts and this may prove to be the last discount this year. $PCT As always do your DD and manage your risk"
X Link 2025-10-31T13:39Z [---] followers, [----] engagements
"@PureCycleTech $PCT Highly qualified and an excellent fit for the board. Congrats"
X Link 2025-11-03T14:56Z [---] followers, [----] engagements
"$PCT Trader came back yesterday and today to add another 10k $15/$30 call option vertical for May"
X Link 2025-11-04T15:27Z [---] followers, [----] engagements
"A friend who likes CDs and US Notes text to say $PCT does not look good We are under $10.90 and I don't like it but I just need one more sign to pull the trigger"
X Link 2025-11-04T16:38Z [---] followers, [----] engagements
"$PCT Looks like they sold the common and bought options for Jan Feb March and May. Degrossing to avoid the next [--] months. But long the first half [----]. The regular suspects maybe Graham Jane Street Susquehanna Shay Citadel or maybe someone new. IMHO these are macro trades and do not reflect on $PCT nor its immediate prospects. Russell sold off as well but not to this degree"
X Link 2025-11-05T01:57Z [---] followers, [----] engagements
"$PCT Went back and listened to Q2 update. I did not have some facts right. So here are some of the facts discussed on the call: - Dustin said that they may hit $4m in revenue a month at some point in the quarter. It may not happen in Q3. Analyst expectation seems to be $6.5m for the quarter. From my perch the factory problems are behind us and it is a sure thing they will sell out the Ironton capacity and will be taking orders for future production in coming quarters. He said customers are inquiring about next years capacity. It will be helpful to get some color on the next years production"
X Link 2025-11-06T02:17Z [---] followers, [----] engagements
"They won't. They don't need the money now. The $300m brought a whole new set of investors to the table. It would be much easier to sell bonds now. They still have $91m in revenue bonds that they can sell. And god willing if price moves above $18 and stays there $PCT can raise another $200m+ from Warrants"
X Link 2025-11-06T02:24Z [---] followers, [----] engagements
"@dhomonoff @TexasWest438333 Check 424B7 filling from July 18th. It has all the names. There are some financiers who specialize in convertibles"
X Link 2025-11-06T15:11Z [---] followers, [---] engagements
"$PCT Quarterly update highlights - EIF grant could contribute up to $46m to PofA-B project(Q1 end) - Company still has $87m worth revenue bonds - Denver PA was a constrain. Second shift added and they are hiring for 3rd shift for Q4. That will make the feed production to 100m lbs/yr. If you needed one thing from this call this is it Offtake contracts are coming - Coproduct sales along with non-polypropylene feedstock sales are a significant revenues that lower feedstock cost at Denver PA - M&A in plastic industry is in high gears and has impacted PCT sales. - [--] out of [--] QSR been in trials."
X Link 2025-11-07T14:54Z [---] followers, [----] engagements
"All the talks of deal with China is to buy time. Everything on this list that is not produced sufficiently in the west would be a critical resource. It includes Silver Platinum and Palladium. $SLV $PSLV $PALL $PPLT #tungsten #tin #REE π¨ Today @Interior and @USGS released the final [----] List of Critical Minerals identifying [--] minerals essential to our economy national security and way of life. π§΅ https://t.co/YUC3wFAqQf π¨ Today @Interior and @USGS released the final [----] List of Critical Minerals identifying [--] minerals essential to our economy national security and way of life. π§΅"
X Link 2025-11-07T20:14Z [---] followers, [----] engagements
"$PCT SI has not changed much since this post. It is still around 36m. Intraday shorting is elevated but settles at the end of the day. Option action is mostly in calls. Industrials and small caps were up on the day. So there is liquidation going on in this name and some others and it does not seem to be done yet"
X Link 2025-11-12T02:05Z [---] followers, [----] engagements
"$PG Procter & Gamble took home the Driving the Circular Economy award for VersoVita its solvent-based dissolution recycling technology. The process $PCT uses. After much anticipation the winners of the Sustainability Awards [----] the Nobel prize for sustainable packaging innovations have been announced https://t.co/yKLHTL8MCQ After much anticipation the winners of the Sustainability Awards [----] the Nobel prize for sustainable packaging innovations have been announced https://t.co/yKLHTL8MCQ"
X Link 2025-11-12T13:49Z [---] followers, [----] engagements
"$LPTX to $CYPH A biotech company becomes Cypherpunk a Bitcoin treasury company backed by Winklevoss bros. It is surreal. Was up 500+% yesterday"
X Link 2025-11-13T14:11Z [---] followers, [---] engagements
"Season of joy. Thanksgiving and Christmas But not for high beta small cap outside healthcare. $PCT will take the punishment until someone figures out post Christmas discounts are here and they are huge"
X Link 2025-11-14T11:33Z [---] followers, [----] engagements
"$SOC Could it get worse than this How much does it worth in a fire sale"
X Link 2025-11-14T17:26Z [---] followers, [----] engagements
"More on $SOC https://x.com/QGornt/status/1989183429259440362s=20 If anyone bought the $SOC PIPE this weekend please tell us if company or syndicate informed you that $SOC had in October incurred an $48mm plus annual fee liability in perpetuity and that you agreed to be restricted from trading until today when this MNPI was released thanks https://x.com/QGornt/status/1989183429259440362s=20 If anyone bought the $SOC PIPE this weekend please tell us if company or syndicate informed you that $SOC had in October incurred an $48mm plus annual fee liability in perpetuity and that you agreed to be"
X Link 2025-11-14T19:34Z [---] followers, [----] engagements
"I did not appreciate the depth of what a sh*t show $SOC has become"
X Link 2025-11-17T00:14Z [---] followers, [---] engagements
"$PCT - My estimate based on company provided numbers says 7.3m lbs were shipped during Q3. Company had said back in January that P&G will ramp production in Q3/Q4. So it makes sense that they ship during Q3. But not all of 7.3m lbs. 1.2m lbs could have gone to Emerald generous 1m lbs for trials a few million to P&G (they are making caps for 10oz containers and others for now) and the rest to an unnamed QSR or buyers. - I estimated the inventory raw in progress and finished at $0.62. Last year they said they will use sales price to value inventory. But I find it is more like cost base now. If"
X Link 2025-11-17T04:14Z [---] followers, 11.6K engagements
"@monaco_biotech @seedy19tron does it matter they have $900m in cash for a $1.3b mcap"
X Link 2025-11-19T14:55Z [---] followers, [---] engagements
"$PCT During conference call reference was made to consolidation in the plastic conversion industry. Most notable and relevant for Purecycle was Amcor's acquisition of Berry Global announced Nov [----] and closed April [----]. Deal was valued around $10.5B. It gives Amcor a dominant position in flexible packaging. There are other acquisitions such as Novolex acquisition of Pactiv Evergreen but none are as large or as impactful. Amcor has completed its merger with Berry Global enhancing its position as a global leader in consumer and healthcare packaging solutions. https://t.co/dqwvcmIHo4 Amcor has"
X Link 2025-11-20T14:23Z [---] followers, [----] engagements
"$PG ran successful super bowl ads in [----] and [----]. Will it run one this year to promote its sustainability efforts and use of recycled plastic and launch campaign for containers made using Pure5. We will find out early next year. https://www.youtube.com/watchv=zpaLHwwYxE8 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=zpaLHwwYxE8 https://www.youtube.com/watchv=971uCWPPgI0 https://www.youtube.com/watchv=971uCWPPgI0"
X Link 2025-11-20T18:27Z [---] followers, [----] engagements
"$HGRAF $HG Hydrograph been a trade and my cost is way below here. But I will be a buyer of more around $1.50. Treat it as a hail marry and do your research. Listen in on International man of mystery talking about it at [--] minute and then after [--] minute. http://www.youtube.com/watchv=Im3jd7UdDCM http://www.youtube.com/watchv=Im3jd7UdDCM"
X Link 2025-11-21T15:16Z [---] followers, [----] engagements
"$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 the companys growth plans This all in the face of positive comments from management just [--] weeks ago about the growth in Q4 and beyond"
X Link 2025-11-24T16:04Z [---] followers, [----] engagements
"@dampedspring Just the normal setting. You try all variations of the rhyme. I use the third spot to test the [--] letters that I thought will fit the first spot and found L. So on 4th I solved it"
X Link 2025-12-01T12:55Z [---] followers, [--] engagements
"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 $LOVE"
X Link 2025-12-03T15:10Z [---] followers, [----] engagements
"$PCT PureCycle challenges limits of rPP - #chemicalrecycling #packaging #sustainablepackaging #packagingmarket #sustainability #investments https://t.co/Ln0CFK0qHS PureCycle challenges limits of rPP - #chemicalrecycling #packaging #sustainablepackaging #packagingmarket #sustainability #investments https://t.co/Ln0CFK0qHS"
X Link 2025-12-05T12:25Z [---] followers, [----] engagements
"$PCT - Excellent choice by Sylebra @_dpgibson . Much needed exposure from a director that has experience facing consumers. Purecycle board is gearing up for the next chapter. - Short interest has not changed in December. Still a tad below 42m. Sell off was redressing books and getting rid of YTD losers. $PCT is still below Jan 3rd price. Option buying picked up while common was dumped. - Options activity is mostly concentrated in Jan and May. I still like [----] and [----] options but there are plenty [--] to [--] option payout possibilities in June if in first half of [----] positive news are put out."
X Link 2025-12-19T15:00Z [---] followers, [----] engagements
"@SLMacro @PureCycleTech @_dpgibson When it is severely oversold like now on snap back I get better return on shorter-term call verticals. Compare net delta between June 10-20C with [----] 10-20C vertical"
X Link 2025-12-19T19:20Z [---] followers, [---] engagements
"$USD seems to be oversold"
X Link 2025-12-23T12:56Z [---] followers, [---] engagements
"Wasn't this you @TIME praising $PCT "Throwing your plastic bottles in the recycling bin may make you feel good about yourself or ease your guilt about your climate impact. But recycling plastic will not address the plastic pollution crisisand it is time we stop pretending as such" writes @enckj "Throwing your plastic bottles in the recycling bin may make you feel good about yourself or ease your guilt about your climate impact. But recycling plastic will not address the plastic pollution crisisand it is time we stop pretending as such" writes @enckj"
X Link 2025-12-23T14:47Z [---] followers, [----] engagements
"$PCT Plastic Recycling YE Notes - In a [---] 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 more about it in the link provided in the next tweet. - This development is a positive step towards a national policy on plastic recycling and mandatory contents. Administrations goal is to lower fossil fuel prices while addressing plastic/chemical pollution. A national plastics recycling policy is aligned with this goal."
X Link 2025-12-24T12:52Z [---] followers, [----] engagements
"$PCT Go UI PureFive will be synonymous to recycled polypropylene A championship collaboration π Souvenir cups from Churchill Container made with 100% PureFive resin will be sold at Monday's @CFBPlayoff National Championship. Every cup sold will also help fund ocean clean-up thanks to @4ocean. LINK: https://t.co/zwpmupgCl4 https://t.co/hzAoku3RGG A championship collaboration π Souvenir cups from Churchill Container made with 100% PureFive resin will be sold at Monday's @CFBPlayoff National Championship. Every cup sold will also help fund ocean clean-up thanks to @4ocean. LINK:"
X Link 2026-01-14T14:21Z [---] followers, [----] engagements
"$PCT Top talent + proven technology + capital = explosive growth in coming decade"
X Link 2026-01-15T15:55Z [---] followers, [----] engagements
"@Mike_Taylor1972 @scottbedford It was so perfectly lined up. They had 3.8m shares as of Sept end 3.8m shares traded after hour and they filed"
X Link 2026-01-15T20:54Z [---] followers, [---] engagements
"$PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinda article Depending on who you ask you get a different percentage and ranking for the most shorted stocks. https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket"
X Link 2026-01-17T17:52Z [---] followers, [--] engagements
"Latest presentation: is on the list of critical minerals published by USGS and is used for food and beverage cans circuit board components and corrosion-resistant metal coatings. USGS critical minerals list: https://www.usgs.gov/programs/mineral-resources-program/science/what-are-critical-minerals-0 https://alphaminresources.com/wp-content/uploads/2024/06/ALPHAMIN_Amvest_28May2024-1.pdfTin https://www.usgs.gov/programs/mineral-resources-program/science/what-are-critical-minerals-0 https://alphaminresources.com/wp-content/uploads/2024/06/ALPHAMIN_Amvest_28May2024-1.pdfTin"
X Link 2026-01-20T12:12Z [---] followers, [---] engagements
"This drop is as phony as it gets. No company related news and it goes from $12.10 to $10.80. Short sellers testing the limits here. $PCT fun fact. The stock opened at $17.16 and closed at $16.50 in July [--] [----]. There were about 12m shares short as of that day. The stock only rose once above $17.16 ever since. It is safe to say less than 12m shares are shorted above $17 and more than 35m+ shares are shorted below $17.16. https://twitter.com/i/web/status/2014048107143585918 https://twitter.com/i/web/status/2014048107143585918"
X Link 2026-01-21T18:51Z [---] followers, [----] engagements
"If they are selling $XLP what would they do to growth stocks Time to buy risky assets was yesterday. Day to raise cash and buy more $TYA and buy more protection for core"
X Link 2025-03-12T15:36Z [---] followers, [---] engagements
"$RVX Russell volatility has been declining for the past [--] weeks. Heading for [--] line. Time for small caps to shine"
X Link 2025-03-24T13:17Z [---] followers, [---] engagements
"$PCT They doubled down and shorted more. It did not work"
X Link 2025-05-16T13:46Z [---] followers, [----] engagements
"$PCT Random numbers and thoughts. - $RVX Russell 2k volatility was up 11% - Options volume the highest we have seen for a day [-----] almost a 3rd of OI. - Purchase of 87k call options forced dealers to buy the underlying to hedge their underwriting - 1/3 of trades reported to FINRA were short sell - Call options of interest were: - [----] 6/20/25 $12C - [-----] 6/20/25 $15C - [----] 7/18/25 $12C - [----] 7/18/25 $16C - [----] 8/15/25 $12C - [-----] 1/15/27 $25C (roughly $5.7m premium) - Who bought Friday's $2C options for $12.2-13.2 I cannot think of any scenario under which this makes sense. Just a"
X Link 2025-06-18T02:42Z [---] followers, [----] engagements
"EchoPark is their subprime division. There was a question about student loans from $KMX. I think they mentioned 1/3 customers have student loan. They said they want to increase sales and expand non-prime loans while they are selling their current non-prime book Something doesn't add up I have to go back and listen again"
X Link 2025-06-20T14:29Z [---] followers, [--] engagements
"$GMTLF Tungsten mining in the U.S. Military use in munitions and tank/body armour. Supply mostly controlled by China. One of the only publicly traded tungsten miners available to U.S. investors. $6.2M DoD injection in July. Discovery stage. Druckenmiller said to be an investor"
X Link 2025-10-07T14:53Z [---] followers, [----] engagements
"$GMTLF Tungsten https://www.usgs.gov/media/images/2025-draft-list-critical-minerals https://www.guardianmetalresources.com/wp-content/uploads/2025/09/Guardian-Metal-Resources-Corporate-Presentation-September-2025.pdf https://www.usgs.gov/media/images/2025-draft-list-critical-minerals https://www.guardianmetalresources.com/wp-content/uploads/2025/09/Guardian-Metal-Resources-Corporate-Presentation-September-2025.pdf"
X Link 2025-10-07T14:56Z [---] followers, [---] engagements
"$TUNGF $GMTLF π¨π¨General equity market taking a breather the last few days but the tungsten price is not pushing up again to a $642.5 mid-price. Now officially up 100% since the lows earlier this year. #gmet #gmtlf @GuardianMetRes https://t.co/FoBmfV48gH π¨π¨General equity market taking a breather the last few days but the tungsten price is not pushing up again to a $642.5 mid-price. Now officially up 100% since the lows earlier this year. #gmet #gmtlf @GuardianMetRes https://t.co/FoBmfV48gH"
X Link 2025-10-17T20:06Z [---] followers, [---] engagements
"$TUNGF $GMTLF Tungsten Production 2024π One country dominates: China produced nearly 83% of the world's supply. Check out the full breakdown in our latest infographic: https://t.co/WmUTZRqJjH https://t.co/eDQJshj9un Tungsten Production 2024π One country dominates: China produced nearly 83% of the world's supply. Check out the full breakdown in our latest infographic: https://t.co/WmUTZRqJjH https://t.co/eDQJshj9un"
X Link 2025-10-28T13:46Z [---] followers, [---] engagements
"$GMTLF Very pleased to have Michael join the board. A man who knows how to permit build and get things done in the . This is key as we move into the Companys next stage of growth. He is also lives in the and not too far from the Projects allowing for hands on support. #gmet Very pleased to have Michael join the board. A man who knows how to permit build and get things done in the . This is key as we move into the Companys next stage of growth. He is also lives in the and not too far from the Projects allowing for hands on support. #gmet"
X Link 2025-11-03T10:47Z [---] followers, [---] engagements
"@basmahalrugaib Small cap high beta and someone's favorite punching bag. But this has nothing to do with $PCT. Funds reduce exposure when volatility rises. $RVX is Russell 2k volatility index"
X Link 2025-11-17T17:49Z [---] followers, [----] engagements
"@dampedspring Wordle [----] 4/6 π¨π¨ π¨ π© π©π©π©π©π©"
X Link 2025-12-14T22:09Z [---] followers, [---] engagements
"$AFMJF Alphamin Resources is the only tin producer available in public markets. The price is back to where it was [--] years ago. Mine is in DRC. Low cost producer. Provides 6% divy. In biz since [----]. Started with gold and then switched to tin mining and changed name to Alphamin. Started mining a new location in [----] doubling production. Link to presentation below. Risky investment DYODD. ALPHAMIN ANNOUNCES RECORD FY2025 TIN PRODUCTION /FY2026 PRODUCTION GUIDANCE/ EXPLORATION UPDATE/ SENIOR MANAGEMENT CHANGES $AFM $AFMJF https://t.co/IAUylLBggT https://t.co/uQJqwLgdpb ALPHAMIN ANNOUNCES RECORD"
X Link 2026-01-20T12:07Z [---] followers, [----] engagements
"Must see TV $PINK $PCT $TE $NVO $WRBY π¨ TODAY 11:00am ET A familiar face is BACK. Hedgeye CEO @KeithMcCullough sits down with hedge fund veteran & fan favorite Mike Taylor @Mike_Taylor1972 for a no-holds-barred Crystal Ball on [----] markets. Access (FREE) here https://t.co/q0eRvCpgyu π¨ TODAY 11:00am ET A familiar face is BACK. Hedgeye CEO @KeithMcCullough sits down with hedge fund veteran & fan favorite Mike Taylor @Mike_Taylor1972 for a no-holds-barred Crystal Ball on [----] markets. Access (FREE) here https://t.co/q0eRvCpgyu"
X Link 2026-01-22T14:02Z [---] followers, [----] engagements
"$ARSMF $AREC Germanium mining alternatives to $TMQ Ares Strategic Mining ran up 100% last two days and American Resources Corp. has gone 8x since April low"
X Link 2025-10-08T16:14Z [---] followers, [----] engagements
"Select critical metals' stocks: Tungsten $TUNGF Rear earth $USCMF Gallium Germanium $ARSMF Tungsten $GMTLF lithium zinc and others Potash $IPI Antimony $UAMY Tin $AFMJF Some have run up a lot. DYODD"
X Link 2025-10-10T15:10Z [---] followers, [----] engagements
"$PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinga article Depending on who you ask you get a different percentage and ranking for the most shorted stocks. https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket https://finviz.com/news/278970/looking-for-a-short-squeeze-10-stocks-ready-to-rocket"
X Link 2026-01-17T17:55Z [---] followers, [----] engagements
"$PCT We don't know who will win the game but Purecycle and its investors will be the biggest winner We dont know if Indiana or Miami will win the college football national championship today but we do know the game will be a win for the environment thanks to reusable souvenir cups made from recycled plastics via #PureCycle and partners https://t.co/mMtccj4WiK #CFPBPlayoff https://t.co/X1I8vbWduq We dont know if Indiana or Miami will win the college football national championship today but we do know the game will be a win for the environment thanks to reusable souvenir cups made from recycled"
X Link 2026-01-19T19:00Z [---] followers, [----] engagements
"$PCT I stand corrected. Live data shows 47.4m shares short. I have spot checked that data source at the beginning and 15th of some months and found it pretty accurate. Thank You @tiffinyfawcett Someone is selling the championship cups on Ebay check it out. https://www.ebay.com/itm/317782956551 $PCT as of Friday 41.7m shares were short. December's 3.5m shares shorted were coverred in the past [--] weeks. Buying might have partially come from retail expecting a squeeze. Benzinga article https://t.co/dfDddsytru Depending on who you ask you get a different percentage and https://t.co/Ezdpmmz6dn"
X Link 2026-01-21T02:31Z [---] followers, [----] engagements
"$PCT SI 47.75m"
X Link 2026-01-22T14:03Z [---] followers, [----] engagements
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