#  @turtlespeed2020 fred thomas fred thomas posts on X about $pct, money, china, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1459349208176205825/interactions)  - [--] Week [-----] -98% - [--] Month [-------] +2,440% - [--] Months [-------] +298% - [--] Year [-------] +461% ### Mentions: [--] [#](/creator/twitter::1459349208176205825/posts_active)  - [--] Week [--] +214% - [--] Month [--] +113% - [--] Months [---] +52% - [--] Year [---] +71% ### Followers: [-----] [#](/creator/twitter::1459349208176205825/followers)  - [--] Week [---] -0.16% - [--] Month [---] +2.20% - [--] Months [---] +38% - [--] Year [---] +115% ### CreatorRank: [---------] [#](/creator/twitter::1459349208176205825/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [celebrities](/list/celebrities) **Social topic influence** [$pct](/topic/$pct), [money](/topic/money), [china](/topic/china), [stocks](/topic/stocks), [$gmtlf](/topic/$gmtlf), [$pink](/topic/$pink), [investment](/topic/investment), [$pep](/topic/$pep), [in the](/topic/in-the), [link](/topic/link) **Top assets mentioned** [PepsiCo, Inc. (PEP)](/topic/$pep) [Procter & Gamble (PG)](/topic/$pg) [BlackRock Inc (BLK)](/topic/blackrock) [Sable Offshore Corp. (SOC)](/topic/$soc) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Apple, Inc. (AAPL)](/topic/$aapl) [RH (RH)](/topic/$rh) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Hamilton Insurance Group, Ltd. (HG)](/topic/$hg) [CarMax, Inc (KMX)](/topic/$kmx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Masimo Corporation (MASI)](/topic/$masi) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Carvana Co. (CVNA)](/topic/$cvna) [BirdMoney (BIRD)](/topic/$bird) [GameStop, Corp. (GME)](/topic/$gme) [Reddit, Inc. (RDDT)](/topic/reddit) [Toyota Motor Corporation (TM)](/topic/$tm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [SPDR GOLD ETF (GLD)](/topic/$gld) [Eli Lilly and Company (LLY)](/topic/$lly) [Applied Digital Corp. (APLD)](/topic/$apld) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [On Holding AG (ONON)](/topic/$onon) [Brilliant Earth Group, Inc. (BRLT)](/topic/$brlt) [Cook Protocol (COOK)](/topic/$cook) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Sonic Automotive, Inc. (SAH)](/topic/$sah) ### Top Social Posts Top posts by engagements in the last [--] hours "$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 "@Mike_Taylor1972 $AAPL $GOOGL $MSFT $NFLX all ended up about 40% YTD" [X Link](https://x.com/turtlespeed2020/status/1665904381676466176) 2023-06-06T02:12Z [---] followers, [---] engagements "@Mike_Taylor1972 $FULC 🎯 happy news for $PINK" [X Link](https://x.com/turtlespeed2020/status/1693953030553485809) 2023-08-22T11:47Z [---] followers, [---] engagements "@HedgeyeRetail @HedgeyeRetailJM @KSS is not on your position monitor. But I was in one of their stores on Saturday when Sephora store within their store got robbed. Is shrinkage in Sephora their liability or not" [X Link](https://x.com/turtlespeed2020/status/1714263100038271353) 2023-10-17T12:52Z [--] followers, [--] engagements "@Mike_Taylor1972 @everettbuirch @FordWealth @_dpgibson @Mike_Taylor1972 @PureCycleTech Thanks for all the updates Sure brings clarity and confidence in the future of $PCT. Question: There is not much about Augusta lately. Do you know what the plans and timelines are there" [X Link](https://x.com/turtlespeed2020/status/1726630033387876695) 2023-11-20T15:54Z [--] followers, [---] engagements "@mikescinto1981 @Mike_Taylor1972 @BenVB11 @CharlieBritish5 @_dpgibson See the article below about first of [--] production lines in Augusta ". The groundbreaking and start of construction in Augusta come on the heels of the recent announcement of PureCycles $250 million private equity capital raise."" [X Link](https://x.com/turtlespeed2020/status/1731490100255547519) 2023-12-04T01:46Z [---] followers, [---] engagements "$PCT large holders" [X Link](https://x.com/turtlespeed2020/status/1731740191306522914) 2023-12-04T18:20Z [--] followers, [---] engagements "$ftch The volume was just extraordinary with no news. Will look at short data tomorrow morning but did not look short selling or option related volatility. Big holders capitulated Was CFO departure the tell Are they restating" [X Link](https://x.com/turtlespeed2020/status/1734399055353033001) 2023-12-12T02:25Z [--] followers, [----] engagements "@Retail_Guru In all fairness he said RH is forced to discount. That is a smart way of doing that $RH" [X Link](https://x.com/turtlespeed2020/status/1736509246240378934) 2023-12-17T22:10Z [---] followers, [---] engagements "@FordWealth New position" [X Link](https://x.com/turtlespeed2020/status/1736946950245683369) 2023-12-19T03:09Z [--] followers, [--] engagements "@Mike_Taylor1972 @MikeHuckman @WSJ @david_wainer No need to check $PINK will break all healthcare performance records in coming years" [X Link](https://x.com/turtlespeed2020/status/1740236600922312791) 2023-12-28T05:01Z [---] followers, [--] engagements "Arguing with some of the characters here are not productive. Tough day for $PCT but MikeT's other picks did just fine today. $ISRG up 10.25% $MASI up 6.55% $SWAV up 7.82% today. And in case you missed it $CYTK went from $35 to $110 yesterday in less than a month. (It paid for a fifth of my PCT shares) There were other picks last year as well" [X Link](https://x.com/turtlespeed2020/status/1745204810918314490) 2024-01-10T22:03Z [---] followers, [----] engagements "$PCT options weren't driving the action yesterday. Shorting common accelerated at higher volume higher rate (FINRA data)" [X Link](https://x.com/turtlespeed2020/status/1745416283166810271) 2024-01-11T12:04Z [---] followers, [----] engagements "@sk4533 Perhaps with some bumps but expect hockey stick at some point. I think they have secured financing for Georgia factory [--]. This CFO needs to hit the road now for Georgia [--] and beyond" [X Link](https://x.com/turtlespeed2020/status/1747371298446037220) 2024-01-16T21:32Z [---] followers, [---] engagements "Can't buy some of these from ML. Not even TBIL. Massage will say: "Trading of this security is generally not permitted on the Merrill platform as it carries unique risks as further described in the prospectus" But then it is OK if you buy TQQQ. They want you to call a financial advisor to buy a money market fund. 😂" [X Link](https://x.com/anyuser/status/1747375196627947621) 2024-01-16T21:48Z [--] followers, [--] engagements "@HedgeyeREITs One private jet per "acquisition manager." Or are there more "acquisition specialists" Dreams come true. From Admin. Assist. (moonlighting as legal intern) to manage international acquisitions in [--] years. @blackrock @Vanguard_Group @StateStreet whose watching your investments" [X Link](https://x.com/turtlespeed2020/status/1747681776045117891) 2024-01-17T18:06Z [--] followers, [----] engagements "@HedgeyeREITs Junior must be an "acquisition manager" too" [X Link](https://x.com/turtlespeed2020/status/1747682607364477025) 2024-01-17T18:09Z [---] followers, [--] engagements "@profplum99 The other 94.5% hold US Dollar" [X Link](https://x.com/turtlespeed2020/status/1747683246412910897) 2024-01-17T18:12Z [---] followers, [---] engagements "@Mike_Taylor1972 Oldie but goodie. $SAVE I'm just watching this on repeat right now. https://t.co/HFNxZeUh6E I'm just watching this on repeat right now. https://t.co/HFNxZeUh6E" [X Link](https://x.com/turtlespeed2020/status/1748173529718129135) 2024-01-19T02:40Z [---] followers, [---] engagements "$PCT The main reason for the ramp today was comments made during Norfolk's(NSC) earnings call. "We also landed a new plastic recycling plant in Ohio with our new customer Pure Cycle which is expected to launch this quarter. This is a great example of the circular loop that is possible within the plastic supply chain and how Norfolk Southern can deliver that resin in a carbon-friendly manner." Ed Elkins - Chief Marketing Officer NSC. I had seen the rail cars and the track in the back of the Ironton facility but was not sure who would have operated it. Not it is clear. The prior occupant Dow" [X Link](https://x.com/turtlespeed2020/status/1750986175278436790) 2024-01-26T20:56Z [---] followers, [----] engagements "@TQuestMind Can't tell. But does not look like it. Short volume was 55% today. There is plenty dumb money short this name waiting for it to go to zero" [X Link](https://x.com/turtlespeed2020/status/1751064338297753937) 2024-01-27T02:07Z [---] followers, [--] engagements "$PCT Shorts have been less aggressive past two days. But nevertheless they are working hard to give you more chances. Let them do their work. They are being helped by small cap sell off. Russell 2k volatility is rising but RUT has been rising as well. Small caps seem prime for a correction. Most option volume yesterday was in February call options. Today there was a [---] contract 2/16 $4c option too. Does not seem to be a good point to buy those call options" [X Link](https://x.com/turtlespeed2020/status/1752365474979959239) 2024-01-30T16:17Z [--] followers, [---] engagements "Those who are buying the warrants don't bid market. Put your limit bid under current bid make it GTC and wait. You are unnecessarily making this expensive at this point. $PCT" [X Link](https://x.com/turtlespeed2020/status/1752369453822521415) 2024-01-30T16:33Z [--] followers, [---] engagements "@TQuestMind Chart bros were buying it broke over [--] dma and below it they short. Mike Taylor added 120k shares on Tuesday. I think it is safe to buy down here or sell puts for March" [X Link](https://x.com/turtlespeed2020/status/1753442657337020810) 2024-02-02T15:38Z [---] followers, [---] engagements "@TQuestMind MT added the shares in $PINK to be clear. Also RUT is selling off today and that is automatic selling of $PCT in small cap indexes" [X Link](https://x.com/turtlespeed2020/status/1753444016115306888) 2024-02-02T15:43Z [---] followers, [---] engagements "$PCT So Blackrock adds [------] shares to bring its total to [-------]. Why would they do that in the middle of perceived chaos and PCT stock crash Those shares pushed BX over 5% ownership stake and it had to file 13G forms. Self-proclaimed king of ESG was not even a 5% holder of $PCT so they changed that. Now they look good I don't know whether iShares is included or is filed by funds individually but iShares Russell [----] Value and Growth ETFs have added to their holdings since Nov. [--] filing. What would stop them from acquiring more shares I would argue there is not enough and Purecycle will" [X Link](https://x.com/turtlespeed2020/status/1754119056997675286) 2024-02-04T12:25Z [---] followers, [----] engagements "@SimplifyAsstMgt $PINK up 15% over [--] year vs. $XLV up 10%. Alpha for a good cause" [X Link](https://x.com/turtlespeed2020/status/1755588601037897901) 2024-02-08T13:45Z [---] followers, [---] engagements "More weekend readings why plastic recycling is important and why it is a healthcare issue. Micro plastic is found in human blood stream and in pregnant womens placenta. Do we understand the potential health issues it may cause for both newborns and adults Not quite yet but more research will shed light on how it may damage our health. Plastic recycling will be a priority in terms of air water and human blood pollution cleanup. And $PCT will play an important role to help solve these problems. A few readings: Plastic particle in human blood - Microplastics in human placenta - More readings -" [X Link](https://x.com/turtlespeed2020/status/1755901367363719224) 2024-02-09T10:28Z [---] followers, [---] engagements "Average healthcare PM does not get it. By the time they get it they will be paying for a $10B market cap. Mike T gets it and that is why it is in $PINK" [X Link](https://x.com/turtlespeed2020/status/1755951804133597245) 2024-02-09T13:48Z [---] followers, [--] engagements "$PCT Those who thought bonds were a major issue now they know it was not. MikeT predicted a satisfactory resolution weeks ago. $PCT has many funding options: [--]. Offer new bond with a satisfactory resolution to Ohio Bonds Purecycle maintains a high credit rating and can issue bonds with very competitive rates. New offerings will be well received. [--]. Equity financing There will be plenty of demand from institutional investors. HF will rush to grab a piece of action when profit margins and costs are revealed and stock trades in double digit. Hope they engage reputable IBs with access to" [X Link](https://x.com/turtlespeed2020/status/1757473171937087864) 2024-02-13T18:33Z [---] followers, [---] engagements "@agnostoxxx @_dpgibson @GNWZ02 @Mike_Taylor1972 You were right about DMRC at the time. But perhaps time to revisit $PCT" [X Link](https://x.com/turtlespeed2020/status/1759405693117853915) 2024-02-19T02:33Z [---] followers, [---] engagements "$PCT Stocks were extended including in IWM and they are correcting. Selloff is more pronounced in large tech and AI names. But SPLV is up for the day. If NVDA tanks and they sell $PCT that would be a great buying opportunity. Even better than common are the options that provide great opportunity on down days. Nearly 20% of the negative momentum in $SPX is being driven by $NVDA today. Breadth is slightly skewed towards the downside but overall the broader index is neutral. Market Cap distortion at its finest. https://t.co/iLHEXehZxV Nearly 20% of the negative momentum in $SPX is being driven" [X Link](https://x.com/turtlespeed2020/status/1760037132901433523) 2024-02-20T20:22Z [---] followers, [----] engagements "$PINK Barron's health care fund recommendations. They must not have heard of PINK and YTD 10% return. @Mike_Taylor1972" [X Link](https://x.com/turtlespeed2020/status/1760267439814697215) 2024-02-21T11:37Z [---] followers, [---] engagements "Arb opportunity: Just came across these $LSXMK $LSXMA are Liberty media trackers for their SirusXM equity share. It trades at 30% discount and is scheduled to close early Q3. Warren Buffet is on this arb as well. Trade is short SIRI go long $LSXMK $LSXMA" [X Link](https://x.com/turtlespeed2020/status/1760674002216141111) 2024-02-22T14:32Z [---] followers, [---] engagements "$PCT We are range bound for now between $5-6. The 5P and 6C options are gravy for broker/dealers" [X Link](https://x.com/turtlespeed2020/status/1762853819191345575) 2024-02-28T14:54Z [---] followers, [---] engagements "$PCT There are buyers of both and then some this morning. [---] 3/1 $5P [---] 3/1 $5.5P [----] 3/1 $6C Citadel and Susquehanna appreciate your business 😀 In other news shorts persist and they are not covering. They were active yesterday. I sold along with them. No one goes broke taking some profit. I still have majority of my pile and will take some profit near $6 from $2.85-$5.50 purchases" [X Link](https://x.com/turtlespeed2020/status/1762871774734106953) 2024-02-28T16:05Z [---] followers, [---] engagements "@_triangulate_ They said the same thing about Brasil and Lula. Which means SA equity extremely attractive. I own a gold producer $GFI there. Check Brasil's EC" [X Link](https://x.com/turtlespeed2020/status/1765054549847343492) 2024-03-05T16:39Z [---] followers, [--] engagements "@TQuestMind That CEO does not project confidence. He might be a good engineer but not a good speaker. They are in 8th inning of startup and the stock acts like they are experimenting in an academic lab" [X Link](https://x.com/turtlespeed2020/status/1765433912992440677) 2024-03-06T17:46Z [---] followers, [--] engagements "The text may not convey what the earnings call sounded. He sounded defensive while he is at the late stages of commissioning this site. He should have come into this with a narrative to convince investors that they have a few minor steps to complete this site and churn out products. It is a soft skill that not every CEO possesses. I think Tamsin made a better case for PCT in that podcast. And Yes I am sure this will go back up and even hit all-time highs sometime this year" [X Link](https://x.com/turtlespeed2020/status/1765441660840751187) 2024-03-06T18:17Z [---] followers, [--] engagements "@boazweinstein @BlackRock Buy $ECAT Boaz is an activist with excellent record" [X Link](https://x.com/turtlespeed2020/status/1765713331275383040) 2024-03-07T12:17Z [---] followers, [---] engagements "@Sell_Calls $PCT Thanks sharing. The more you hear from Dustin Olson the more you realize that he is the right Capitan to navigate this ship" [X Link](https://x.com/turtlespeed2020/status/1769452208628617702) 2024-03-17T19:54Z [---] followers, [---] engagements "$PCT There is no pressure from buyers and shorts are at it again. Puts dominated yesterday [--] to [--] in volume but it is mostly yield farming. $0.45 for [----] 4/19 $5.50P $0.10 for [----] 4/12 $4P $0.05 for [----] 4/19 $2.50P See the pain table and asses the chance of that being in the money" [X Link](https://x.com/turtlespeed2020/status/1772560426003214772) 2024-03-26T09:45Z [---] followers, [----] engagements "@PersimmonTI $ALPN The party started [---] hours earlier and we were not invited" [X Link](https://x.com/turtlespeed2020/status/1778407029255668182) 2024-04-11T12:57Z [---] followers, [--] engagements "$PCT Saturday mussing. floccinaucinihilipilification /flksnsnihlpilfkSH()n/ RARE noun: the action or habit of estimating something as worthless. Floccinaucinihilipilification is a rare word and one of the longest in English language according to Oxford dictionary. If you hangout on Twitter long enough you will see people often who do that and they are not rare. Prime example PCT shorts. There is no stopping some of these shorts. They marched on but the stock did not go down for the first two weeks of April like IWM did. Why I dont know but I think there was constant bid despite shut down." [X Link](https://x.com/turtlespeed2020/status/1781796518141284470) 2024-04-20T21:26Z [---] followers, [----] engagements "@HowardWPenney Update on $DPZ" [X Link](https://x.com/turtlespeed2020/status/1784915369196433913) 2024-04-29T11:59Z [---] followers, [---] engagements "One day Nestle P&G LOral and hundreds others will do the same and use 100% Pure PP5. And there is only one supplier for the highest quality recycled polypropylene: $PCT. Aldi UK switches to 100% recycled PET on own-brand beverage bottles https://t.co/aaT9JMjRbJ @AldiUK Aldi UK switches to 100% recycled PET on own-brand beverage bottles https://t.co/aaT9JMjRbJ @AldiUK" [X Link](https://x.com/turtlespeed2020/status/1785234779601768450) 2024-04-30T09:08Z [---] followers, [----] engagements "$PCT Thick resistance around $4.75. We hit that in early March and bounced. If any bad news we may see another 20% downside maybe. If any good news sky is the limit. DPZ had its quarterly report yesterday. A pizza company that sells a commodity made up of dough tomato sauce and cheese is valued at [--] PE. What is a fair multiple for $PCT if Ironton churns above 75% BE utilization Growth company at the early part of the curve with IP moat unlimited demand and strong pricing power If market pays 36x for a pizza wouldn't a game changing plastic recycler worth 100x 150x or more at this early" [X Link](https://x.com/turtlespeed2020/status/1785334240814456927) 2024-04-30T15:43Z [---] followers, [---] engagements "Options did not play a role in decline today. It must be fear of fed rate decision tomorrow. The way SMCI is crashing after hour we may get a woosh down in IWM and small cap tomorrow. Have your shopping list ready. My warrant orders for $1.20 did not get filled today. Will try tomorrow again. We may even see $4.40 in PCT tomorrow" [X Link](https://x.com/turtlespeed2020/status/1785414551682372038) 2024-04-30T21:02Z [---] followers, [---] engagements "So far bad results from SCMI and AMD are not translating into substantial index declines" [X Link](https://x.com/turtlespeed2020/status/1785418740139425888) 2024-04-30T21:19Z [---] followers, [---] engagements "@HowardWPenney @dominos @McDonalds Yes $DPZ is cheap but quality meh. My kids refused to eat the last one we bought. Both locations near us burn the pizza in the name of food safety. If you ask they refuse to undercook it a bit. It is a hard pass for us at this point" [X Link](https://x.com/turtlespeed2020/status/1785698051153101153) 2024-05-01T15:49Z [---] followers, [--] engagements "$AAPL People who think Elon is the worst they should get to know Tim Cook who will contradict himself in a few minutes time. Luka/Tim: "outlook is getting better" Then they pull out the biggest bazooka of all time. Why would you buy back that much if outlook is improving Analyst: China iPhone sales seem to be declining. Tim: It is sequentially getting less worse. Data pictured below 👇 Tim Cook is slowly killing Steve Jobs company. There is no innovation and new products are in the tank. And AI will go the way of Apple Car. This must be peak Apple for foreseeable future. @HedgeyeTech" [X Link](https://x.com/turtlespeed2020/status/1786158457189544329) 2024-05-02T22:18Z [---] followers, [---] engagements "October [--] Tim Cook/Luka said demand is strong. [--] days later QCOM said there are less orders for next quarter (it supplied apple the modems) [--] days later Apple announced hiring freeze. Not a single analyst will ask a critical question on the call for the fear of losing IB business. $AAPL @HedgeyeTech" [X Link](https://x.com/turtlespeed2020/status/1786159537528934685) 2024-05-02T22:23Z [---] followers, [---] engagements "$CVNA @HedgeyeRetail @HedgeyeRetailJM in next retail show could you address CVNA exposure to electric cars And comment on $BIRD https://www.telegraph.co.uk/news/2024/05/08/the-electric-car-carnage-has-just-begun/ https://www.telegraph.co.uk/news/2024/05/08/the-electric-car-carnage-has-just-begun/" [X Link](https://x.com/turtlespeed2020/status/1788907020424233137) 2024-05-10T12:20Z [---] followers, [---] engagements "$GME He is back. https://x.com/gamestop/status/1755305497232605543s=12 https://t.co/YgjVqtgcNS https://x.com/gamestop/status/1755305497232605543s=12 https://t.co/YgjVqtgcNS" [X Link](https://x.com/turtlespeed2020/status/1789841352072532138) 2024-05-13T02:13Z [---] followers, [---] engagements "$PCT Weekend musings While waiting to hear from the company look at the latest 8-K 10-Q listen to earnings call Q&A and you will find plenty positives. [--]. In response to Brian Butler question Dustin Olson(DO) comments: And we told the market that we have a solution in mind that we will implement during the course of Q2 that project is still in play. That project is executable over the course of May if we choose to do it. Most of the equipment has arrived most of the engineering is complete. Weve even started to dig the foundations for that. And goes on: So the long-term solution the question" [X Link](https://x.com/turtlespeed2020/status/1794820766573158438) 2024-05-26T19:59Z [---] followers, [----] engagements "$PCT we need a RoaringRecycledPlastic on Reddit. No one should be short $PCT on the back of this $GME comeback. @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT. @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT" [X Link](https://x.com/turtlespeed2020/status/1797547367056711700) 2024-06-03T08:34Z [---] followers, [---] engagements "More on $PCT on Reddit. https://www.reddit.com/r/PureCycle/ @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT. https://www.reddit.com/r/PureCycle/ @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT" [X Link](https://x.com/turtlespeed2020/status/1797549439990870247) 2024-06-03T08:42Z [---] followers, [---] engagements "$PCT Weekday Musings - Per picture published with the PR it is clear that all solutions including Q2 solution have been installed to solve CP2 extraction problems. Companys estimate is that the cumulative solutions will have 25k-45k lbs per day capacity. Lets take the lower end. At 25k CP2 capacity with an 92% pure polypropylene bale company can hit the name plate capacity. At 45k CP2 capacity it can use 85% pure polypropylene bale to hit the name plate capacity of around 300k lbs per day. - The three day run most likely used higher grade bales purchased or processed internally. In case you" [X Link](https://x.com/turtlespeed2020/status/1797838407730610683) 2024-06-04T03:50Z [---] followers, [----] engagements "@DrPippaM Two themes of Pippa's themes were in play for me yesterday. Toyota dealerships could not get parts for the past [--] days. Purchasing systems are hacked. #unconventionalwar #WW3 Independent body shop owner a lifelong Dem. was angry at border situation and says would not vote for the main stream parties. Pippa's assessment of third party candidates' chances are real. WATCH Malmgren 1-on-1 with McCullough 🔥 We are thrilled to announce that economist tech entrepreneur and author @DrPippaM is joining Hedgeye CEO @KeithMcCullough for a special edition of "Real Conversations" Tuesday at" [X Link](https://x.com/turtlespeed2020/status/1804141983968997566) 2024-06-21T13:19Z [---] followers, [---] engagements "@Mike_Taylor1972 Good news for DMD patients and $PINK. Congrats $SRPT #DuchenneMuscularDystrophy #DMD" [X Link](https://x.com/turtlespeed2020/status/1804143199830548987) 2024-06-21T13:23Z [---] followers, [---] engagements "Call volume was mostly in a 6000+ contract straddle. It had a stop price and got triggered. Friday was one of the lowest short ratios in a long time. It was short covering day ahead of weekend. As a retail trader don't pay attention to these speculative games. Buy the common and if you have to buy options do January and after to avoid volatility" [X Link](https://x.com/turtlespeed2020/status/1805078904886997444) 2024-06-24T03:22Z [---] followers, [---] engagements "I might be a bit biased but Porter's choice was the best of all @Seawolfcap . buy $PCT @dmoses34 . buy $GENI @VD718 . buy @FannieMae Preferred @GuyAdami . buy $GOLD @RiskReversal . buy $CME @timseymour . buy $GM @CNBCFastMoney A super-sized Final Trade @VD718 @Seawolfcap @dmoses34 @timseymour @RiskReversal and @GuyAdami go around the horn. $FNMA $PCT $GENI $GM $CME $GOLD https://t.co/VM3H8PII7A A super-sized Final Trade @VD718 @Seawolfcap @dmoses34 @timseymour @RiskReversal and @GuyAdami go around the horn. $FNMA $PCT $GENI $GM $CME $GOLD https://t.co/VM3H8PII7A" [X Link](https://x.com/turtlespeed2020/status/1815717722388369682) 2024-07-23T11:56Z [---] followers, [----] engagements "@_riskFULL Best way to bid is limit near bid. Fast moves like this is because someone bids market and gets the ask price. [--] weeks ago was selling under $1.30 $PCTTW be careful not to overpay. Could do a 10x If $PCT goes back to all time highs. DYODD" [X Link](https://x.com/turtlespeed2020/status/1816513912843698527) 2024-07-25T16:40Z [---] followers, [---] engagements ""PureCycle Technologies is a notable player in the field of plastic dissolution. The company utilizes a proprietary technology developed by Procter & Gamble to recycle polypropylene. Its process involves using a solvent (primarily n-butane) to purify waste polypropylene into a form that is comparable in quality to virgin plastic. PureCycle states that its recycled PP can be used in applications where mechanical recycling methods such as food-grade packaging would not suffice. PureCycle is currently the leading commercial-scale provider in this space." $PCT #recycle #reuse #pure5 Dissolving" [X Link](https://x.com/turtlespeed2020/status/1816886428384788791) 2024-07-26T17:20Z [---] followers, [---] engagements "MikeT spoke about 80% margin on mixed. For 20% I get $0.66 cost and 80% markup yields $1.17. I think all speculations are just that until we hear from the company. But think about it Tesla was not selling cars for $30k a few years ago. It was selling for $60k because little competition in the way. #pure5 has no competition. Why give it away when you can name your price Any price is possible and that has nominal impact on cost of most packaging. @PCT #recycle #reuse #pure5" [X Link](https://x.com/turtlespeed2020/status/1818474068229996976) 2024-07-31T02:29Z [---] followers, [--] engagements "$PCT PureCycle's move up could be explained mostly by Russel [----] rise and CNBC effect. Short selling was steady in the past [--] days averaging 43%. I don't think there is much short covering here. Machines don't understand the chemical facilities and continue their script. Machines however understand messaging. Depending on what gets communicated out of quarterly report this could shoot up or consolidate. Today we may get a bump for month end window dressing which is at full display premarket. Perhaps good day to buy some hedges for August. $PINK added almost 400k shares in July. Congrats on" [X Link](https://x.com/turtlespeed2020/status/1818614649241084122) 2024-07-31T11:48Z [---] followers, [----] engagements "@Rody80000 May 30-June 30th they produced 1.1M lbs if sold as Pure5 1.1M x $1.35 = $1.5M. If sold as compound 5.5M X $1.2 = $6.6M ($0.66 cost x [---] = $1.2)" [X Link](https://x.com/turtlespeed2020/status/1820129125333684298) 2024-08-04T16:06Z [---] followers, [---] engagements "$PCT [--]. Plastic Recycling Show (PRS) in Amsterdam highlighted the tailwind of demand coming from Europe that alone could absorb all PureCycle can produce for coming years. There are selective presentations posted here. Check their Youtube channel as well. Keynote presentation Only a handful of countries have announced they could meet the quota set to go into effect next year. [--] month transition period will create an urgency for consumer facing companies to get their hands on any recycled plastic they could. There will be a title wave of demand knocking on PureCycle's door. Port of Antwerp" [X Link](https://x.com/turtlespeed2020/status/1821143597896421426) 2024-08-07T11:17Z [---] followers, [----] engagements "A Thank You should go to all $PCT team members but not all are on X. @_dpgibson please relay the message to Coombs. Thank You to @ChristianBruey and @Tamsinette for wearing multiple hats to make things happen. PureCycle office move to Jacksonville if for no other reason is a prudent move to save on administrative expenses" [X Link](https://x.com/turtlespeed2020/status/1821164854566105295) 2024-08-07T12:41Z [---] followers, [----] engagements "$PCT Current administration and their cabal have no interest in making plastic recycling a priority. This opens an opportunity for Trump to promote plastic recycling. Oil industry may oppose initially but this helps reroute oil from plastics to fuel and industrial markets. That will be the real #InflationReductionAct #ReduceReuseRecycle #Pure5" [X Link](https://x.com/turtlespeed2020/status/1825371346970243424) 2024-08-19T03:16Z [---] followers, [---] engagements "$PCT While the cult at @insideclimate News and MSM are trashing recyclers the industry is making progress. Current administration has endorsed US Plastic Pact. Hope more steps are taken in the next administration to support recycling and channel a fraction of money going into clean energy to recyclers for innovation and cleaner environment. Plastic recycling has been tough and a low profits has impacted growth prospect. This 👇 groups' efforts make sense and will further strengthen plastic recycling. PureCycle can be a big beneficiary. https://usplasticspact.org/problematic-materials/" [X Link](https://x.com/turtlespeed2020/status/1828952200368009467) 2024-08-29T00:25Z [---] followers, [----] engagements "$PCT If we close above $9 and stay there then this squeeze is just starting. Last two days were buyers but today seems to be shorts covering. 24M shorted below $11.80. There is 20+M more shorts to go for this go-round. DYODD and take profits sometime. One last thing PCTTW was bid above $4 last time $PCT was at $11.80. There is value there" [X Link](https://x.com/turtlespeed2020/status/1834602261558763925) 2024-09-13T14:37Z [---] followers, [----] engagements "@Seawolfcap Any pull back in this name from here is a gift IMHO. $PCT" [X Link](https://x.com/turtlespeed2020/status/1834610185035202966) 2024-09-13T15:08Z [---] followers, [----] engagements "$PCT Fidelity offering 7.5% annual rate on borrow. I think we are range bound here before we refresh reload and head higher. You can sell 9/20 $9.5C for $0.35 and make almost 4% in less than [--] days" [X Link](https://x.com/turtlespeed2020/status/1836064785302950261) 2024-09-17T15:28Z [---] followers, [----] engagements "If rate hike is anything less than [--] basis point gold will be taken to the wood shed" [X Link](https://x.com/turtlespeed2020/status/1836065178439262554) 2024-09-17T15:30Z [---] followers, [---] engagements "$PCT 9/20 $9.50C options were below $0.10 and I covered yesterday. Instead of lending out I sell options against my investment pile and harvest the yield that way. I don't think there will be much borrowing happening now in these rates unless they borrow and cover the same day. If we would not have any news between now and early October the path of least resistance is down (and I might be wrong) Lots of short term traders rushed in and they are cashing out their haul. I see we visit below $8 where I will load up trading account. A word on these supposedly shorts. It is waste of time to argue" [X Link](https://x.com/turtlespeed2020/status/1836760867997688037) 2024-09-19T13:34Z [---] followers, [----] engagements "@no_privacy @8888TLD I like gold stocks too. Margins look unreal. Gold producers are making 43% margin on every ounce produced. The wide gap between the gold price and the All-In Sustaining Costs (AISC) is VERY wide. Some of these equities are literally gold mines of cash flow right now. https://t.co/Qe6SPGELjg Gold producers are making 43% margin on every ounce produced. The wide gap between the gold price and the All-In Sustaining Costs (AISC) is VERY wide. Some of these equities are literally gold mines of cash flow right now. https://t.co/Qe6SPGELjg" [X Link](https://x.com/turtlespeed2020/status/1836925017050735074) 2024-09-20T00:27Z [---] followers, [---] engagements "$PCT where would they pin this today $9 or $10 48% borrow rate is not a big deterrent in the short term. Shorts can pay 0.2% for a day and make much more on a swing" [X Link](https://x.com/turtlespeed2020/status/1837120266180211135) 2024-09-20T13:22Z [---] followers, [----] engagements "@8888TLD @no_privacy They may sell of initially after rate cut. But I trust our leaders they will keep printing and give gold and miners a healthy tail wind" [X Link](https://x.com/turtlespeed2020/status/1837121333999567040) 2024-09-20T13:27Z [---] followers, [--] engagements "Translation: California has a big hole in the budget and needs money. Interesting they are not suing for directly causing pollution but for deceptive claims on recycling $XOM $LYB $BAK $PCT California sues ExxonMobil over plastics recycling https://t.co/3NURFwLnjA https://t.co/scYfBvWMgR California sues ExxonMobil over plastics recycling https://t.co/3NURFwLnjA https://t.co/scYfBvWMgR" [X Link](https://x.com/turtlespeed2020/status/1838508912535867755) 2024-09-24T09:20Z [---] followers, [----] engagements "If alternative material for packaging was feasible media and California AG wouldn't be attacking plastic recyclers. They would be advocating for investment in alternatives. There is no viable alternative to plastics in food packaging for the foreseeable future. Focus your efforts on solutions for a circular economy in which plastics are renewed and reused" [X Link](https://x.com/turtlespeed2020/status/1838515189320179842) 2024-09-24T09:45Z [---] followers, [--] engagements "Injection molding specifically designed for rPET. PP recyclers will have challenges to convince manufacturers to use physically recycled PP with existing equipment. With use of Tomra and other sorting machines high levels of purity is achieved in feedstocks. But that last 3-5% purity is where Purecycle shines. $PCT is the only recycler to purify to a level that meets fiber and film manufacturers' specs. And food contact container manufacturers' too. #Fakuma starts tomorrow in Friedrichshafen Germany. Here are some must-see exhibits many of which are making their global debut." [X Link](https://x.com/turtlespeed2020/status/1845823198908055803) 2024-10-14T13:45Z [---] followers, [----] engagements "Good information here. Louis-Gave has been a bull on China but his view on commodities is in contrast to others. https://podcasts.apple.com/us/podcast/top-traders-unplugged/id888420325i=1000673255396 https://podcasts.apple.com/us/podcast/top-traders-unplugged/id888420325i=1000673255396" [X Link](https://x.com/turtlespeed2020/status/1846512407977353721) 2024-10-16T11:23Z [---] followers, [---] engagements "$PCT Busy option day yesterday. [----] Oct. [--] $10 Multi leg ($250k premium) [----] Oct. [--] $11 Multi leg [----] Oct. [--] $10 Sweep ($100k premium) [----] Oct. [--] $11 Multi leg [----] Jan [--] $10 ($500k premium) IWM was up but RVX was up too. Today early both are down a bit. Instead of spending all this money on options I would have bought the common instead or the warrants. We are in a positive news cycle and exciting things will happen between now and Feb update. DYODD. It is counter productive to write options to hedge. The risk is to the upside and better approach is to be fully invested" [X Link](https://x.com/turtlespeed2020/status/1846915903180435471) 2024-10-17T14:07Z [---] followers, [----] engagements "They were all call options. Was Trump widening lead in Polymarket the driver yesterday I could not find any economic news besides mortgage rate going up [--] bps" [X Link](https://x.com/turtlespeed2020/status/1846962643442991359) 2024-10-17T17:13Z [---] followers, [---] engagements "Great work finding this material Stan. I wish others will do DD your way as opposed to taking pictures of facility from the outside. Sustainable Packaging Summit [----] is in Netherlands in [--] days. Most big consumer goods companies are presenting and their decision makers are there. Go out to the event and talk to this people and get a sense of where they stand in reaching their sustainability goals. You will get a lot of insight to grow your conviction in this name. $PCT #ReduceReuseRecycle #Pure5 http://www.packagingsummit.earth http://www.packagingsummit.earth Some thoughts on $PCT product" [X Link](https://x.com/turtlespeed2020/status/1849187321452638361) 2024-10-23T20:33Z [---] followers, [---] engagements "@trendwhizo $25P was [--] cents. If $CPRI closes at $20 tomorrow that pays $5 (100x) $26P will pay 60x" [X Link](https://x.com/turtlespeed2020/status/1849633911191589139) 2024-10-25T02:07Z [---] followers, [---] engagements "$PCT When hacks show up whether its the "Legend" hedgie or fake SEC it is a signal whether we are in short term at top or bottom. Stocks move is fractal and does not go in straight line. In little more than a month we tripled. We will take a breather refill/reload and head up. The journey is just starting There is a lot of hot money in $PCT because it shows up in many filters and is advertised by chart chasers. They may not have experienced occasional drawdowns and bail out. But if you have been in the name you know you should trade along the hacks. Sell some when they short and buy when they" [X Link](https://x.com/turtlespeed2020/status/1850894760627601638) 2024-10-28T13:37Z [---] followers, [----] engagements "$PCT Does SIXTH SUPPLEMENTAL INDENTURE revive the remaining $127M loan Are these covenants reasonably set and achievable Anyone has an idea https://d1io3yog0oux5.cloudfront.net/sec/0000950170-24-118376/0000950170-24-118376.pdf https://d1io3yog0oux5.cloudfront.net/sec/0000950170-24-118376/0000950170-24-118376.pdf" [X Link](https://x.com/turtlespeed2020/status/1851424045608145166) 2024-10-30T00:41Z [---] followers, [---] engagements "$LYB not a signatory to Business for Global Plastic Treaty but CEO chimes in. #ReduceReuseRecycle #Pure5 Opinion: What it takes to solve plastic pollution https://t.co/aYPOKxuDlq @LyondellBasell Opinion: What it takes to solve plastic pollution https://t.co/aYPOKxuDlq @LyondellBasell" [X Link](https://x.com/turtlespeed2020/status/1851554841476186427) 2024-10-30T09:20Z [---] followers, [---] engagements "$NEM How much worse could it get Today is perhaps the day to fish some with a $40 stop. If that doesn't work maybe try again at $34 Projected $1475 all sustaining cost and 2.36% yield. $FNV in full capitulation mode as well. How worse this can get Maybe buy now maybe buy around $111 It beat both S&P and Nasdaq since Dec. [----] inception. Could Pres. Jose Mulino negotiate a compromise with First Quantum to resolve the Cobre Panama mine dispute more favorable to FNV He is pro business" [X Link](https://x.com/turtlespeed2020/status/1856343375600890039) 2024-11-12T14:28Z [---] followers, [----] engagements "$PCT Looks like $GS added 580k shares and bought the puts. $BAC added 680k common and bought the puts" [X Link](https://x.com/turtlespeed2020/status/1857434672529080615) 2024-11-15T14:45Z [---] followers, [---] engagements "Shrub good to see you back in plastic recycling discussions. Feedstock is the least of worries for now. There are over [---] MRFs in US. And many of them are tooled with Tomra sorters. Out of enthusiasm for $PCT like margins many MRFs built inventory of high quality PP feedstock for the hope of selling to mechanical recyclers. They are finding out PP is not PE or PET. It is difficult to get consumer brands buy mechanically recycled PP for food contact fiber or film. Or for any other application because of contaminants' presence. There is inventory of PP feedstock and not many takers. Some" [X Link](https://x.com/turtlespeed2020/status/1858093996268044541) 2024-11-17T10:25Z [---] followers, [---] engagements "Approved September 27th California Assembly Bill No. [---] requires carpet to carpet recycling. By [----] carpets must have 5% recycled content. Who has a proven process to recycle carpets to virgin state $PCT California recycles 41% of it carpets compared to 4% in [----]. If states and towns provide more resources recycling rates will increase significantly. #ReduceReuseRecycle #Pure5 https://leginfo.legislature.ca.gov/faces/billNavClient.xhtmlbill_id=202320240AB863#::text=This%20bill%20would%20establish%20a%E2%80%9D%20as%20carpet%2C%20as%20defined" [X Link](https://x.com/turtlespeed2020/status/1858129836788642167) 2024-11-17T12:47Z [---] followers, [----] engagements "@FinFreedomMgmt Given importance of RFK to this movement it is inconceivable he will be OK with microplastic in our bio system and do nothing about it. Or maybe it is a wishful thinking" [X Link](https://x.com/turtlespeed2020/status/1858289143165620523) 2024-11-17T23:20Z [---] followers, [--] engagements "$PCT Random week of Thanksgiving musings: - The first chart below was posted by @RTelford_invest. If this applies to Russell small caps as well then PCT could be well worth 5X more when profit rolls in and new facilities come online. Question is what is the starting point for the price. The answer should be much more than where it is now because not much is reflected for the sea change that happened. We went from not knowing what the future of Ironton is to a proven facility. There is another chart comparing profitable small caps to Russell [----] index below as well. - Everything we expected" [X Link](https://x.com/turtlespeed2020/status/1860889759507484874) 2024-11-25T03:34Z [---] followers, [----] engagements "$PCT Graphs are for average profitable small cap. There is nothing average about Purecycle It has a deep moat IPs liquidity a working factory in an industry that shapes up for long term growth with a tailwind from regulations. This is long time coming from early days when John Layman a senior scientist at Procter & Gamble (P&G) developed the process. The technology is proven and it has a giant demand to meet. #ReduceReuseRecycle #Pure5" [X Link](https://x.com/turtlespeed2020/status/1861049889163227201) 2024-11-25T14:10Z [---] followers, [---] engagements "@wobblyweaselNFT Thanks for your contribution Biotech investing is not for everyone. Look at the catalyst calendar right size your trade and have a great risk tolerance" [X Link](https://x.com/turtlespeed2020/status/1861456583818903909) 2024-11-26T17:06Z [---] followers, [--] engagements "Bullish for $XBI @VivekGRamaswamy to the rescue. https://t.co/uqB6elGRlB https://t.co/uqB6elGRlB" [X Link](https://x.com/turtlespeed2020/status/1861740419081523209) 2024-11-27T11:54Z [---] followers, [---] engagements "@PackagingEurope Special interest groups had a say and no agreement was reached. It is not about some countries "low-ambition." Chemical companies are in deep recession in EU and need help. I have been eyeing $LYB and it has been hammered. Half its business is in US 1/4 in EU and 1/4 the rest of the world. Growth is mostly in US where manuf. PMI is incrementally rising. Part of this sell-off might be year-end rebalancing. (Oil stocks have been selling off last two weeks as well) At forward P/E of [---] it worth taking a shot in smaller tranches. Stop just below $70. INC-5 has come to a close" [X Link](https://x.com/turtlespeed2020/status/1864697349789917580) 2024-12-05T15:44Z [---] followers, [---] engagements "$AMRK in liquidation mode. Could it be signaling lower gold prices ahead I have no position in miners but picked up some $AMRK today" [X Link](https://x.com/turtlespeed2020/status/1865095068626891176) 2024-12-06T18:04Z [---] followers, [---] engagements "@MLGSnD @Mike_Taylor1972 @private_dataguy It is different. It is PET. There is no rPP manuf. in the market that comes anywhere close to the breadth of offering and quality that $PCT produces" [X Link](https://x.com/turtlespeed2020/status/1866287739618148565) 2024-12-10T01:04Z [---] followers, [----] engagements "@private_dataguy $PCT $TM We might see movement in Mitsui partnership as well" [X Link](https://x.com/turtlespeed2020/status/1867226559679168933) 2024-12-12T15:14Z [---] followers, [---] engagements "$REAL and $RH did 🚀 $REAL did 4x this year. $URBN went up too. I have not given up on the rest. Crypto is taking a rest for the next chapter. $RH has no more major CapEx spending. New markets new products pricing power. It will become a money printing machine. $RH Gary Friedman took a shot at $BYON and Lemonis in his earnings call. In [----] Overstock went from $2 to over $100 in less than [--] months. $BYON many not do 50x but Lemonis is competitive and can prove Gary F. wrong" [X Link](https://x.com/turtlespeed2020/status/1867395597311103382) 2024-12-13T02:26Z [---] followers, [---] engagements "John Stossel's so called expose is popular and welcomed by establishment and anti-establishment alike. But they mostly confuse rate of recycling with actual recycling. Almost all of 9% plastic placed in curbside collection bins can and will be recycled. Polypropylene was not recycled in the past but mechanical solutions and PureCycle's process are addressing that gap. Admittedly some of the recycled plastic will end up in pyrosis but it will not go to landfills. What is the big problem is the low collection rates. In Europe overall plastic recycling is much higher than US and most drink" [X Link](https://x.com/turtlespeed2020/status/1869091068387504628) 2024-12-17T18:43Z [---] followers, [---] engagements "$PCT Who wants to buy a real business and wait One can buy $QUBT and do 10x in [--] trading days. Hot money has moved to momentum names. $QUBT has the same valuation as PureCycle but has $380k in sales and no profit. $PCT broke below trend. It needs to get back above $12. It will see its day in coming quarters" [X Link](https://x.com/turtlespeed2020/status/1869117225002832127) 2024-12-17T20:27Z [---] followers, [----] engagements "@monaco_biotech I like that too. Another name that has been ravaged is $RNA" [X Link](https://x.com/turtlespeed2020/status/1869418191962988883) 2024-12-18T16:23Z [---] followers, [---] engagements "@monaco_biotech The relentless selling by insiders does not help" [X Link](https://x.com/turtlespeed2020/status/1869423557048254762) 2024-12-18T16:44Z [---] followers, [---] engagements "@monaco_biotech Same problem with $RNA. Why would anyone buy when insiders are dumping" [X Link](https://x.com/turtlespeed2020/status/1869423891397144772) 2024-12-18T16:46Z [---] followers, [---] engagements "@monaco_biotech True. They got bills to pay" [X Link](https://x.com/turtlespeed2020/status/1869425830537142738) 2024-12-18T16:53Z [---] followers, [--] engagements "Virgin PP prices rose in first half of [----] mostly due to resin production problems in Texas in [----]. It has given up all the gains in the past two months and is due to further drop in December. Lower virgin PP resin prices lower the input costs for PureCycle's compounding solution. $PCT Resin Price Report: More Markdowns Ahead of Expected Rebound in the New Year Producers intend to reverse the downward pricing cycle in January backed by large $0.05 to 0.07/lb increases. https://t.co/gvkjAzVXpY https://t.co/WLq6GAPieF Resin Price Report: More Markdowns Ahead of Expected Rebound in the New" [X Link](https://x.com/turtlespeed2020/status/1870440746060325223) 2024-12-21T12:06Z [---] followers, [---] engagements "It should have said it "almost" wiped all the [----] gains in the past two months. Could PureCycle sign long-term purchase agreements at set prices We should find out more on compound pricing in February update" [X Link](https://x.com/turtlespeed2020/status/1870444245573918885) 2024-12-21T12:20Z [---] followers, [---] engagements "$REAL There was real institutional buying in Q3. Shorts covered some but not all. It is a bit overdone here" [X Link](https://x.com/turtlespeed2020/status/1873146755497521321) 2024-12-28T23:19Z [---] followers, [---] engagements "I heard something like 80-90 of data published cannot be duplicated. If one wants to keep a grant alive or survive in a competitive environment incentive is strong to make up science. What happened to peer review and publisher due diligence I came across this story about one publisher who is responsible . https://richardtol.substack.com/p/crime-paysr=cfp5b https://richardtol.substack.com/p/crime-paysr=cfp5b" [X Link](https://x.com/turtlespeed2020/status/1873725225486929955) 2024-12-30T13:38Z [---] followers, [---] engagements "$IWM $SPY were shorted Friday. $QQQ was heavily shorted all last week" [X Link](https://x.com/turtlespeed2020/status/1873730000157098273) 2024-12-30T13:56Z [---] followers, [---] engagements "@CapitolistPig @NonGaap $MPW gives a new meaning to all in. It must be the juicy divy" [X Link](https://x.com/turtlespeed2020/status/1873903971494224295) 2024-12-31T01:28Z [---] followers, [---] engagements "@Biggorifice_69 @CapitolistPig @NonGaap Whoever put up the money has already lost $45M. Why and who would give this guy $170M to buy $MPW" [X Link](https://x.com/turtlespeed2020/status/1874062891311370583) 2024-12-31T11:59Z [---] followers, [---] engagements "$PCT Broader equity market and investors are aware of thematic investing opportunities such as Ai or GLP1 but very few understand the plastic recycling and the title-wave of demand heading to primarily western world and then the rest of the world. There is tremendous demand and little quality supply to meet that demand. The New Year should be the year of greater awareness that plastic recycling does good for our planet and understanding that PureCycle is at the forefront of supplying the world with high quality recycled polypropylene. Toward the end of the year we have transitioned to using" [X Link](https://x.com/turtlespeed2020/status/1874271683466481752) 2025-01-01T01:49Z [---] followers, [----] engagements "$REAL ROLEX RAISES WATCH PRICES TO START [----] Rolex increased prices on some models by up to 8% as of January [--] following a 27% surge in gold prices in [----] the largest annual rise in [--] years. A yellow gold Day-Date now costs [-----] up from [-----] while a gold GMT-Master II https://t.co/Vtt5eUHP90 ROLEX RAISES WATCH PRICES TO START [----] Rolex increased prices on some models by up to 8% as of January [--] following a 27% surge in gold prices in [----] the largest annual rise in [--] years. A yellow gold Day-Date now costs [-----] up from [-----] while a gold GMT-Master II https://t.co/Vtt5eUHP90" [X Link](https://x.com/turtlespeed2020/status/1874777415924556202) 2025-01-02T11:19Z [---] followers, [---] engagements "Some of the names on this list just took off at open today. $XBI Here is another one for you before you go to bed #biopick2025 picks by all your biotech top gurus with 2+ stars. Although tbh I dont know how my name got in there 🤷♂ https://t.co/JGahOl6kaE Here is another one for you before you go to bed #biopick2025 picks by all your biotech top gurus with 2+ stars. Although tbh I dont know how my name got in there 🤷♂ https://t.co/JGahOl6kaE" [X Link](https://x.com/turtlespeed2020/status/1874867558073164146) 2025-01-02T17:17Z [---] followers, [---] engagements "@FordWealth @private_dataguy He had option for [------]. Half expired when he left the other half would have expired 12/31/24 but he paid to extend another [--] years. He will be paying $620k in [--] installments. BTW kudos for that $RKT trade" [X Link](https://x.com/turtlespeed2020/status/1876324636163822009) 2025-01-06T17:47Z [---] followers, [---] engagements "Question for management on the next update why hasn't Leidos certify the facility as complete yet Excerpt from [----] press release: "Ironton Ohio April [--] [----] PureCycle Technologies Inc. (Nasdaq: PCT) today announced it has reached mechanical completion of its first polypropylene (PP) purification plant in Ironton OH (the Ironton Facility) and submitted documentation to Leidos Engineering LLC (Leidos) the sites independent construction monitor for formal certification of completion."" [X Link](https://x.com/turtlespeed2020/status/1876473237707624498) 2025-01-07T03:37Z [---] followers, [---] engagements "$PCT You get another shot with low volume decline" [X Link](https://x.com/turtlespeed2020/status/1877058520585044303) 2025-01-08T18:23Z [---] followers, [----] engagements "@FordWealth Sell off was rate related I guess and AI/Quantum Computing names were thrown under the bus primarily. Today Russell recovered from sell off but $PCT keeps going down. It is in stealth mode until real buyers recognize the opportunity" [X Link](https://x.com/turtlespeed2020/status/1877073328839512204) 2025-01-08T19:22Z [---] followers, [---] engagements "@TimmerFidelity How would money flow influence your take" [X Link](https://x.com/turtlespeed2020/status/1878171534583308395) 2025-01-11T20:06Z [---] followers, [----] engagements "@WangUWS @abacaj If these cost metrics are verifiable and @demishassabis is right about AGI being [--] years away then Ai is all cost and no profit for foreseeable future. @jenzhuscott" [X Link](https://x.com/turtlespeed2020/status/1883162304411533402) 2025-01-25T14:37Z [---] followers, [--] engagements "$LPTX @bradloncar @cngarabedian @daphnezohar can we get @TimOpler discuss Leaps results in this weeks' @BiotechCH 🙏🙏🙏 $LPTX Leap Therapeutics Reports Initial Clinical Data from Part B of the DeFianCe Study and Part C of the DisTinGuish Study https://t.co/RDsQVzAKv9 $LPTX Leap Therapeutics Reports Initial Clinical Data from Part B of the DeFianCe Study and Part C of the DisTinGuish Study https://t.co/RDsQVzAKv9" [X Link](https://x.com/turtlespeed2020/status/1885013249856291043) 2025-01-30T17:12Z [---] followers, [----] engagements "$PCT Seen this S-3A umpteenth time. And that exhibit [--]. We need Jalen Hurts and a tush push to get this contract thorough the finish line. 🤣🤣🤣 https://ir.stockpr.com/purecycletech/sec-filings-email/content/0001193125-25-018429/d792826dex101.htm https://ir.stockpr.com/purecycletech/sec-filings-email/content/0001193125-25-018429/d792826dex101.htm" [X Link](https://x.com/turtlespeed2020/status/1885477358729048495) 2025-01-31T23:56Z [---] followers, [----] engagements "$PG PPWR mandate spurs innovation in packaging and reduces waste. P&G leads the way" [X Link](https://x.com/turtlespeed2020/status/1886763426141069706) 2025-02-04T13:07Z [---] followers, [---] engagements "$PCT T. Rowe Price new position filed 1.35M. $PCT Nothing more welcoming ahead of weekend than a big block on Friday 99k @ $9.26 https://t.co/Uz4GVg4bU3 $PCT Nothing more welcoming ahead of weekend than a big block on Friday 99k @ $9.26 https://t.co/Uz4GVg4bU3" [X Link](https://x.com/turtlespeed2020/status/1890433190705135729) 2025-02-14T16:09Z [---] followers, [----] engagements "I am wondering what brings all these plastic industry sharks together to hold hands and sing Kumbaya They are all part of it: BASF Sabic Covestro Clariant LyondellBasell Mitsubishi Chemical Group etc. They can't be scared of that little company in Ohio that auto manufacturers are talking to. Are they $PCT $VWAGY $TM Industry giants launch automotive plastics recycling project https://t.co/Fyz67ID1fo @GlobalImpactCo Industry giants launch automotive plastics recycling project https://t.co/Fyz67ID1fo @GlobalImpactCo" [X Link](https://x.com/turtlespeed2020/status/1892408508966195511) 2025-02-20T02:58Z [---] followers, [----] engagements "$PCT It is happening P&G's Old Spice Tide Febreze Cascade and Metamucil all in commercial trials. [--] car applications in pilot trials one in commercial trial. https://ir.purecycle.com/news-events/press-releases/detail/115/purecycle-technologies-fourth-quarter-and-fiscal-year https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-028344/0000950170-25-028344.pdf https://ir.purecycle.com/news-events/press-releases/detail/115/purecycle-technologies-fourth-quarter-and-fiscal-year https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-028344/0000950170-25-028344.pdf" [X Link](https://x.com/turtlespeed2020/status/1895096463534760233) 2025-02-27T12:59Z [---] followers, 21.7K engagements "$PCT One of the worst performing stocks yesterday among (300M to $2B) US stocks. It wasn't the shorts. Just too much hot money that is capitulating in this name" [X Link](https://x.com/turtlespeed2020/status/1899430463095062926) 2025-03-11T12:01Z [---] followers, [----] engagements "Carter Worth mention on CNBC and Druckenmiller ownership revelations brought new people into this name recently. More importantly [--] more institutional names owned the name in Q4 vs Q3 last year. That was inspired by mover from $5 to $15 in [--] months. With exception of T.Rowe and Druckenmiller mostly small account IRAs. I think those are selling" [X Link](https://x.com/turtlespeed2020/status/1899452149337059768) 2025-03-11T13:27Z [---] followers, [---] engagements "$PCT I am not a fan of short term options but I like long term options here on Purecycle. They have been hammered recently. Pick what suits you risk tolerance: straight call buy vertical or combos. They may all work but I go out to [----] and [----]. And understand there is risk and you may lose all your money and lose even more on your puts. DYODD $10C-$22C vertical (try to get a [--] to [--] payoff) (someone bought loads of that back in Feb. for July expiration.) $10C-$22C and sell $5P against it for a $0.50 credit if you believe we will not fall below that by [----]. A more involved play: Buy PCT $10" [X Link](https://x.com/turtlespeed2020/status/1900935352631652614) 2025-03-15T15:41Z [---] followers, [----] engagements "$PCT Macro headwinds are not a factor for the foreseeable future (think recessions) governments and their regulations are a tailwind brands and retailers are starving for quality recyclates. How long could they suppress Purecycle's stock price given the demand out there and a path to mass commercialization" [X Link](https://x.com/turtlespeed2020/status/1902003005769056668) 2025-03-18T14:23Z [---] followers, [--] engagements "$PCT Tariff and recession fears will prove to be misplaced on companies like Purecycle in early stage of growth. Why [--]. Would decline in consumption have an effect on demand for plastics Yes it will. People will buy less expensive items such as cars mattresses and rugs. But they will continue buying food gifts toys and all other lower priced things. Everything needs packaging. And a good chunk of things use polypropylene for packaging. Polypropylene recycling is in early stages of adoption by the brands and has a long runway despite contraction in economic activities. High Quality PP is" [X Link](https://x.com/turtlespeed2020/status/1905790982043423191) 2025-03-29T01:15Z [---] followers, [----] engagements "A few corrections on this $PCT post: . People will buy less of expensive items. . despite potential contraction . . despite possible decline in virgin PP resin sales. . Energy cost is a major component of any industrial companies' cost structure. . Joint venture with Mitsui will place production lines in Japan . An automobile bumper facia may have [--] lbs of Pure5 in it. Which is negligible in the context of an automobile price. Any amount of tariff is immaterial compared to promotion you get from using environmentally friendly recycled plastic in your car. The differentiating factor of using" [X Link](https://x.com/turtlespeed2020/status/1906095993549967731) 2025-03-29T21:27Z [---] followers, [---] engagements "$PCT That's new PureCycle Belgium Our collaboration with Landbell Group represents a significant step to advance plastic circularity in Europe." -PureCycle VP of European and Asia Pacific Operations Wiebe Schipper. Read more: https://t.co/cMPT9UfFyS https://t.co/CiBzblz4xk Our collaboration with Landbell Group represents a significant step to advance plastic circularity in Europe." -PureCycle VP of European and Asia Pacific Operations Wiebe Schipper. Read more: https://t.co/cMPT9UfFyS https://t.co/CiBzblz4xk" [X Link](https://x.com/turtlespeed2020/status/1906713283257598071) 2025-03-31T14:20Z [---] followers, [---] engagements "$PCT Purecycle Belgium Submit application March 31st. PureCycle Technologies Inc. which wants to build a polypropylene recycling plant in Europe is already lining up a way to capture used resin to feed the facility. https://t.co/WtH5WG4oc8 PureCycle Technologies Inc. which wants to build a polypropylene recycling plant in Europe is already lining up a way to capture used resin to feed the facility. https://t.co/WtH5WG4oc8" [X Link](https://x.com/turtlespeed2020/status/1906978044302221817) 2025-04-01T07:52Z [---] followers, [----] engagements "Jim is a big picture guy. Gold is front and center in his view of risk management. He predicted Trumps first election and recommended gold. It worked for a few hours and then traded [--] months sideways and in October [----] it took off. He thinks gold is just getting started. What do you think" [X Link](https://x.com/turtlespeed2020/status/1907600855689474213) 2025-04-03T01:07Z [---] followers, [--] engagements "$pct President Donald Trump's new reciprocal tariff plan appears to exempt several key plastic resins including PE PP PET and PVC suggesting an effort to protect the U.S. resin trade from international retaliation. https://t.co/SJFQFgdfYK President Donald Trump's new reciprocal tariff plan appears to exempt several key plastic resins including PE PP PET and PVC suggesting an effort to protect the U.S. resin trade from international retaliation. https://t.co/SJFQFgdfYK" [X Link](https://x.com/turtlespeed2020/status/1909281519945793978) 2025-04-07T16:26Z [---] followers, [----] engagements "$PCT The exemption is a reversal of the decision in the early February. Good sign for Purecycle the plastics industry and US consumer. Plastics are an indispensable part of the food supply chain and help reduce food storage and distribution costs. https://x.com/turtlespeed2020/status/1909281519945793978 https://www.plasticsindustry.org/blog/tariffs-on-mexico-canada-and-china-whats-at-stake-for-the-u-s-plastics-industry/ https://www.plasticsindustry.org/blog/tariffs-on-mexico-canada-and-china-whats-at-stake-for-the-u-s-plastics-industry/ https://x.com/turtlespeed2020/status/1909281519945793978" [X Link](https://x.com/turtlespeed2020/status/1909303769109495926) 2025-04-07T17:54Z [---] followers, [----] engagements "$ABXX Interested around $7 for a long long hold. People who buy into this are not retail. @JoshCrumb" [X Link](https://x.com/turtlespeed2020/status/1910658717969772598) 2025-04-11T11:38Z [---] followers, [----] engagements "$DXLG Per management: "our exposure to tariffs in China Mexico and Canada which collectively represent less than 5% of our own sourced product are expected to impact gross margin by less than [--] basis points." The CEO is not a newbee. He has seen a few down cycles in retail. Increased B&T stores by [--] last year. Is expanding footprint. Like to see the price lower. Will not go back to $8 but it will survive and could have a healthy bounce" [X Link](https://x.com/turtlespeed2020/status/1914265051394981898) 2025-04-21T10:28Z [---] followers, [---] engagements "@private_dataguy I know I thought about it. But would GLP1 make everyone healthy and back in shape again BTW I know a body builder who shops there and that is how I first heard about the store" [X Link](https://x.com/turtlespeed2020/status/1914283866480599224) 2025-04-21T11:43Z [---] followers, [---] engagements "Tell the truth on Saturday flight roll call was wheelchair families and military personnel then the rest. @AmericanAir Though your airplanes need serious maintenance. The door seal did not project any confidence in quality. Neither the duck tape holding first class floor molding in place. Your Wifi could not stream a low-res video" [X Link](https://x.com/turtlespeed2020/status/1917006561458983096) 2025-04-29T00:02Z [---] followers, [---] engagements "Recycled Content Podcast. Good listen here This May recycling facilities across the US are opening their doors for Recycling in Action a nationwide open house allowing the public to see first-hand how recyclables are sorted and processed so they can become valuable new materials. $PCT has agreed to participate. Denver PA is listed but does not appear on the map yet. @PureCycleTech What dates are available for visit https://plasticsrecycling.org/recycling-in-action/#findatour" [X Link](https://x.com/turtlespeed2020/status/1917401225106272330) 2025-04-30T02:10Z [---] followers, [---] engagements "Recycled Content Podcast. This May recycling facilities across the US are opening their doors for Recycling in Action a nationwide open house allowing the public to see first-hand how recyclables are sorted and processed so they can become valuable new materials. $PCT has agreed to participate. Denver PA is listed but does not appear on the map yet. @PureCycleTech What dates are available for visit" [X Link](https://x.com/turtlespeed2020/status/1917674945116574134) 2025-04-30T20:18Z [---] followers, [---] engagements "$GDX $GLD look tasty. Why short today when you can add more to these two. They have many more tricks to juice up the markets today" [X Link](https://x.com/turtlespeed2020/status/1917884141128794585) 2025-05-01T10:09Z [---] followers, [---] engagements "$XBI taking a beating for the past practices but there should be opportunities into the future. Looking into MikeT's pile. Not touching $SRPT but there must be good ones there. Nibbled some $LLY. Going slow. There maybe more legs down in this ETF. $XBI Pointing the way. $XBI Pointing the way" [X Link](https://x.com/turtlespeed2020/status/1919805983167021356) 2025-05-06T17:26Z [---] followers, [----] engagements "$GME Is GME the new and upcoming proxy for BTC I bought some options. The options volume is very high today" [X Link](https://x.com/turtlespeed2020/status/1920917590022504665) 2025-05-09T19:03Z [---] followers, [---] engagements "$GLD $GDX select mining stock AISCs $IAG $1350 to $1825 $AEM $1175 to $1225 $KGC $1500 $AGI $1580 to $1705 $B $1460 to $1560 per ounce. Gold drops 20% from ATH miners will still have healthy margins" [X Link](https://x.com/turtlespeed2020/status/1921966129112584511) 2025-05-12T16:30Z [---] followers, [---] engagements "@Mike_Taylor1972 Admin seem to be focused on GLP1. Is $LLY in trouble" [X Link](https://x.com/turtlespeed2020/status/1921966920317669473) 2025-05-12T16:33Z [---] followers, [---] engagements "$PCT Thanks @fleckcap for picking Purecycle to highlight in this video: https://www.youtube.com/watchv=7EDs8_b4JHw https://www.youtube.com/watchv=7EDs8_b4JHw" [X Link](https://x.com/turtlespeed2020/status/1923078562636063182) 2025-05-15T18:10Z [---] followers, [----] engagements "Could they succeed in pining this at $8.50 $PCT" [X Link](https://x.com/turtlespeed2020/status/1923380751069786126) 2025-05-16T14:11Z [---] followers, [----] engagements "@PokeTheJuiceBox If I were short I would have bought those in size. But float is limited and big orders push this up quick. I opportunistically buy $PCTTU. That one is barely offered in open market" [X Link](https://x.com/turtlespeed2020/status/1923389793964073115) 2025-05-16T14:47Z [---] followers, [---] engagements "Part of reason tariffs with China will stick. Tariffs stop China exporting deflation. West needs inflation. BYD has cut prices on [--] EV and hybrid modelssome by as much as 34%as part of a renewed price war in China. The Seagull is now just [-----] ($7.8K) and the Seal hybrid got a [-----] drop. https://t.co/6F1jsEUVtV BYD has cut prices on [--] EV and hybrid modelssome by as much as 34%as part of a renewed price war in China. The Seagull is now just [-----] ($7.8K) and the Seal hybrid got a [-----] drop. https://t.co/6F1jsEUVtV" [X Link](https://x.com/turtlespeed2020/status/1926902033916817739) 2025-05-26T07:23Z [---] followers, [---] engagements "$PCT A year ago T-Rowe family of mutual funds had mere 100k shares of Purecycle. Latest filing shows over 3.5m shares. It added 280k shares this quarter. Word has gotten out and smart funds are stacking up American Funds is one of the giants that has no position. @CapitalGroup Get the word out to their PMs. Does anyone know any of their equity PMs" [X Link](https://x.com/turtlespeed2020/status/1928574486196244870) 2025-05-30T22:09Z [---] followers, [----] engagements "@8888TLD $APLD has done the best in my go to spec list so far. It drops the next day when it pops but finished near high of the day. It may have more to go" [X Link](https://x.com/turtlespeed2020/status/1929636137821249603) 2025-06-02T20:28Z [---] followers, [---] engagements "Energy picture is improving in Europe and Borealis is investing in PP production in Germany. This is in stark contrast to what a BASF engineer describes Chemical industry as a disaster [--] months ago to me. Headline news and war in Europe are overshadowing improving business environment in general. https://www.borealisgroup.com/news/borealis-invests-over-eur-100-million-to-triple-production-of-recyclable-foam-innovation-in-burghausen-germany https://www.borealisgroup.com/news/borealis-invests-over-eur-100-million-to-triple-production-of-recyclable-foam-innovation-in-burghausen-germany" [X Link](https://x.com/turtlespeed2020/status/1930203161710526620) 2025-06-04T10:01Z [---] followers, [---] engagements "Some of these profitless/high shorts have more than doubled while $PCT is trying to stay above SPAC price. Validated process functioning first factory potential for 500B lbs of annual offtake etc. How does this make sense $PRME $APLD $CABA $STOK" [X Link](https://x.com/turtlespeed2020/status/1930995945287610798) 2025-06-06T14:31Z [---] followers, [----] engagements "$PCT Tip to the short sellers. Call the trading desks below. They are waiting for your calls $PCT Thank You Tiffiny Short sellers covered nothing during high volume days. It is just banks/MM/podshops/trader computers making money off trade commissions. But combined they have accumulated more shares representing 7-8% of total shares issued. (Numbers below as of 5/15) https://t.co/N4XYXd1p3x $PCT Thank You Tiffiny Short sellers covered nothing during high volume days. It is just banks/MM/podshops/trader computers making money off trade commissions. But combined they have accumulated more shares" [X Link](https://x.com/turtlespeed2020/status/1934969554322510168) 2025-06-17T13:41Z [---] followers, [----] engagements "$JPM leads the placement. Liquidity and capex addressed☑ Lead buyers will be announced☑ Maybe J.P. Morgan should cover the name. What's wrong with Craig-Hallum and Roth They rate buy if they get business $PCT" [X Link](https://x.com/turtlespeed2020/status/1936028047506919460) 2025-06-20T11:47Z [---] followers, [----] engagements "Com'on $PG what else do you need PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read more: https://t.co/aS2QMUkDSP https://t.co/pbrps0zCow PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read more: https://t.co/aS2QMUkDSP https://t.co/pbrps0zCow" [X Link](https://x.com/turtlespeed2020/status/1936039383905231248) 2025-06-20T12:32Z [---] followers, [---] engagements "@TQuestMind $XYZ is above where they guide down in May. Good catch" [X Link](https://x.com/turtlespeed2020/status/1936078711456997668) 2025-06-20T15:08Z [---] followers, [--] engagements "$PCT While game goes on and the stock gets jerked around its important to recognize the significance of this certification news. Major companies with established sustainability programssuch as P&G L'Oral and othersrequire that your product be certified and your claims verified by a reputable third party before they will consider your goods. Ignoring these facts is like picking up pennies in front of an oncoming train. PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read" [X Link](https://x.com/turtlespeed2020/status/1936102036442898821) 2025-06-20T16:41Z [---] followers, [----] engagements "$PCT updates: - Management execution gets an A+ grade - The story is bigger than most of us think - Long-term holders and lead investors are digging in deeper - Short sellers are either trapped or are grossly complacent. But certainly some have hedged their positions June 17th presentation was packed with many updates. It reflects on a dynamic management team that thinks globally is capital prudent and is articulating the LT vision for the company. Olson and Coombs on down to C-suite mid-management and sales teams get an A+ for their execution. It has been a long road but a new category is" [X Link](https://x.com/turtlespeed2020/status/1937701346376904808) 2025-06-25T02:36Z [---] followers, [----] engagements "$PCT I just searched and this was one of them. (pic below) There is definitely FOMO here. Yesterday someone bought [----] $14C options for today. That is all I needed to know they will pin this below $14 today. Wednesday was even crazier. [-----] $20C 8/15 [----] $15C 8/15 [----] $10C 7/18 Right way to think about Purecycle stock is to have a long term timeframe and hedge for bumps along the way. Short interest stands at 47.7m. So they are covering some" [X Link](https://x.com/turtlespeed2020/status/1938667656061817192) 2025-06-27T18:36Z [---] followers, [---] engagements "$PCT - Emerald Carpets don't have to be sorted. The recycled carpet will go directly from Emerald into the dissolution process reducing costs and contributing to better margins. Emerald's production facility in Georgia will further enhance the synergies by being close to Augusta's future facility. - Sheer scale of P&G product reach and distribution requires packaging engineers run rigorous tests on PureFive. This will add another layer of challenge for any new entrant in the future. Purecycle will be the dominant force in rPP. PureFive will be to rPP what Kleenex is to tissuesa product that" [X Link](https://x.com/turtlespeed2020/status/1940710663833219090) 2025-07-03T09:54Z [---] followers, [----] engagements "While Walmart walked away from aggressive US Plastic Pack [----] targets Unilever and Coca Cola back more 'ambitious' plastic treaty. Purecycle's new facility could not come fast enough. .@Unilever @CocaCola @Nestle @PepsiCo and other big names have signed an open letter calling for a robust and ambitious plastic pollution treaty to be finalized at INC-5.2 https://t.co/mPE94ZWxxg .@Unilever @CocaCola @Nestle @PepsiCo and other big names have signed an open letter calling for a robust and ambitious plastic pollution treaty to be finalized at INC-5.2 https://t.co/mPE94ZWxxg" [X Link](https://x.com/turtlespeed2020/status/1940711379713118225) 2025-07-03T09:57Z [---] followers, [----] engagements "$PCT $14.30 is the line. Can we close and stay above" [X Link](https://x.com/turtlespeed2020/status/1942301629753024795) 2025-07-07T19:16Z [---] followers, [----] engagements "Weekend retail observation. $GAP was packed. Line at register. $RL empty. Brooks Brothers has better products with better prices. $ANF needs much more customers" [X Link](https://x.com/turtlespeed2020/status/1942306419371348341) 2025-07-07T19:35Z [---] followers, [---] engagements "Was hoping to stay long hedged and low on leverage and enjoy a vacation. But this setup is too good to ignore. They pulled me right back in. 🤣 16k of those 7/11 options changed hands on Wednesday and some were closed later (They paid $0.30 to $0.60). They came for more today" [X Link](https://x.com/turtlespeed2020/status/1942315688305041781) 2025-07-07T20:12Z [---] followers, [---] engagements "Marc Cohodes a $PCT short and Carson Block's exchange. I don't know how shorts made money last [--] years but they were right about most SPACs" [X Link](https://x.com/turtlespeed2020/status/1942521660659360155) 2025-07-08T09:50Z [---] followers, [----] engagements "$PCT Having been passive for longest time Crown's have added 1.4m shares to bump up their ownership to 6.2% Purecycle shares are becoming more concentrated in the hands of few large holders. Get your pile while it is still affordable. https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-094693/0000950170-25-094693.pdf https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-094693/0000950170-25-094693.pdf" [X Link](https://x.com/turtlespeed2020/status/1942766398519832657) 2025-07-09T02:02Z [---] followers, [----] engagements "Additional shares reflect their Series A and B warrants. When were they exercised" [X Link](https://x.com/turtlespeed2020/status/1942768952813253074) 2025-07-09T02:13Z [---] followers, [---] engagements "$PCT 69% short volume reported to FINRA today. Intraday high of $15.58 from October 25th is the redline for these short sellers" [X Link](https://x.com/turtlespeed2020/status/1942783876696531089) 2025-07-09T03:12Z [---] followers, 10.1K engagements "Gee even Je$us got involved. What's next Chris Irons doing a podcast Maybe @QTRResearch should do a podcast on $PCT Do good and stick it to the man $PCT REPEAT 'DRUCKENMILLER' SWEEP . $PCT REPEAT 'DRUCKENMILLER' SWEEP " [X Link](https://x.com/turtlespeed2020/status/1943077919913365755) 2025-07-09T22:40Z [---] followers, [----] engagements "$PCT They won't give up. They shorted more. They need to stop this at $15.58 or else. The run from 10:30 to 1:00 pm was driven by buyers. The bump at 1:00pm was [----] call options with various expirations. More put options changed hands than prior days but they were less of a factor in afternoon decline. Short selling algos kick in around [--] pm and took advantage of the opportunity. - 4600+ $7P 1/16/26 - 3600+ $13P 8/1/25 Calls volume picked up in the afternoon. - 1100+ $15 7/18/25 - 1500+ $15C 8/15/25 - 1000+ $20C 8/15/25 - 2800+ $15C 1/16/26 Looks like we are set for a higher open tomorrow." [X Link](https://x.com/turtlespeed2020/status/1943091034285605165) 2025-07-09T23:32Z [---] followers, [----] engagements "$PCT thoughts. - Per company we should expect 48m annual rate(4m/month) by the end of Q3. That means we should expect many more contracts (inclusive of P&G Churchill Drake and MiniFIBERS/Beverly Knits) in the coming months. - Short interest is above 47m. I don't even look at days to cover because it is a phony number. Most of the daily volume is computers selling to each other. There is no way anyone can buy 3-4m shares a day in the open market. - How could a chirping short with $270m AUM have [---] short positions and do a thorough job Answer is she is shorting the same things that others do" [X Link](https://x.com/turtlespeed2020/status/1944101684218630372) 2025-07-12T18:28Z [---] followers, [----] engagements "$PCT 43.5m shares short. Last week was 47m. They are covering some. But plenty left to cover. Did everyone else notice we opened above $15.59 and closed above it Above $18 for [--] out of [--] days will seal the deal on PofA-B and make a down payment on Augusta Long-term Purecycle investors deserve every bit of this THANKS Tiffiny for posting the updates" [X Link](https://x.com/turtlespeed2020/status/1945941406297842166) 2025-07-17T20:19Z [---] followers, [----] engagements "Waves hitting Hokkaido now. If there is any country ready for a tsunami is Japan. Even their QVC like channels showed warnings from time to time. Meanwhile the only US channel available on TV is reporting on crime in NY. A tsunami warning of up to [--] meters has been issued along Japan's Pacific coast Visit our website: https://t.co/c5rNNHGHlF https://t.co/sKSX8Pb8Ox A tsunami warning of up to [--] meters has been issued along Japan's Pacific coast Visit our website: https://t.co/c5rNNHGHlF https://t.co/sKSX8Pb8Ox" [X Link](https://x.com/turtlespeed2020/status/1950408841868267750) 2025-07-30T04:11Z [---] followers, [----] engagements "Regular programming continues and tsunami warnings are displayed. It will hit US west coast in few hours. I hope evacuation are done now" [X Link](https://x.com/turtlespeed2020/status/1950413400489808340) 2025-07-30T04:29Z [---] followers, [---] engagements "$PCT - Short Interest on June 27th was 47.8m. As of Friday close it was 37.7m. 10m shares were covered in just over a month. Less than 11m were shorted above $19. There is still 26m+ shares shorted below $19. - FINRA data confirms the downtrend. This data is daily activity and machines could short and cover by the day's end. But it shows money is in going long vs. short. - Reading 424B7 filing I noticed those two names at the bottom. Check it out. Expansion wheels are in motion. - Quarterly update is about what happened prior to July. I am more eager to hear about new contracts. Per prior" [X Link](https://x.com/turtlespeed2020/status/1952741571322867986) 2025-08-05T14:40Z [---] followers, [----] engagements "$PCT Listen to the call here: - We now have an idea about potential volume for P&G and at least another consumer brand in rigid container category - Other fibers - Emerald Carpet has paved the way for quick sign ups https://edge.media-server.com/mmc/p/t3r9bqa9/ https://edge.media-server.com/mmc/p/t3r9bqa9/" [X Link](https://x.com/turtlespeed2020/status/1953559852904853951) 2025-08-07T20:52Z [---] followers, [----] engagements "$PCT Gotta love that Thailand per lbs profits" [X Link](https://x.com/turtlespeed2020/status/1953560418518958210) 2025-08-07T20:54Z [---] followers, [----] engagements "$PCT - It is refreshing to see a startup company management constantly look to improve operations and be a prudent steward of capital. Kudos to Dustin and the team. - In-house compounding at the Ironton facility saves roughly [--] cents per pound. (that was taking a big bite out of the profits) It means less spent on transportation as well. You don't have to ship to compounder and then to the destination. Additional benefit is that Ironton has the rail cars that can be loaded onsite for bulk shipments. - Dustin sounded extremely confident. Purecycle will become a money making machine. - For" [X Link](https://x.com/turtlespeed2020/status/1953614300947656868) 2025-08-08T00:28Z [---] followers, [----] engagements "Fred Hickey: "GenAI is a minor league innovation propelling a major league stock market bubble" It will take a while for this idea to sink in. I wrote a little app [--] years ago to help me match type of wine with dinner meat. Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's Llama [--] model has been a huge disappointment too (not just GPT 5). The (severe) limitations of GenAI large language models (LLMs) are becoming clearer to those not drunk on the Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's" [X Link](https://x.com/turtlespeed2020/status/1956333453776937015) 2025-08-15T12:33Z [---] followers, [---] engagements "Fred Hickey: "GenAI is a minor league innovation propelling a major league stock market bubble" It will take a while for this idea to sink in. At this stage it is an incremental improvement over what existed before. AGI or any big promises will not be realized in this biz cycle. I wrote a little app [--] years ago to help me match type of wine with dinner meat. I don't remember what it was called back then but it was not AI. Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's Llama [--] model has been a huge disappointment too (not just GPT 5). The" [X Link](https://x.com/turtlespeed2020/status/1956347618574893430) 2025-08-15T13:29Z [---] followers, [---] engagements "$PCT - Druckenmiller sold about 1m shares. Not clear whether he sold his preferred convertibles - Since preferred were sold almost 14m shares short are covered. SI now stands at 33m. Rapid rise in price may have prompted buyers to sell out of their shares. If you are in it for 7% yield and stock rises $2-3 above conversion price why not sell. That is like collecting a few years of yields in a month. - I was wondering where shorts get their shares from. Now we know some did take advantage of excess inventory and covered at reasonable prices. There are still a minimum of 21m shares short below" [X Link](https://x.com/turtlespeed2020/status/1956525558105350367) 2025-08-16T01:16Z [---] followers, [----] engagements "$PCT We went blueberry picking and missed the debate. But listening to the replay those two interns are blissfully ignorant and won't learn anything. So it is totally waste of time to constructively engage with these characters. Or anyone who thinks they have a case for shorting PCT at this stage. Why would they short a company that has a solution for a niche and can scale up - If we divide the PP recycling industry to mechanical and non-mechanical recycling KW Plastics and the others fall into the prior category. All big waste companies can claim they are recycling PP. But they are" [X Link](https://x.com/turtlespeed2020/status/1956565403905196486) 2025-08-16T03:55Z [---] followers, [----] engagements "@spectatorindex Looks like they will make cheap gas available to EU again from RU. Tailwind for European equity. @DrPippaM" [X Link](https://x.com/turtlespeed2020/status/1958517242066243751) 2025-08-21T13:11Z [---] followers, [----] engagements "$HG $HGRAF Memes don't go up straight. Setbacks are expected. While I don't like how this is being promoted there is a real technology behind this company with a moat. It is scalable and the addressable market known is huge. There will be more uses for pure graphene that we don't know about yet. Do your homework carefully. I did a Druckenmiller on this and took a full position and will be doing more research. Good Luck PS: This is a not a Druck name. When he finds good stuff he buys first and then does his research" [X Link](https://x.com/turtlespeed2020/status/1960016089556938987) 2025-08-25T16:27Z [---] followers, [----] engagements "If all the claims are valid Hydrograph's graphene will have uses in consumer products defense construction and many more markets. When added to plastics graphene strengthens them and reduces the amount of plastic used. Auto industry will find many uses for pure graphene. It works on all types of plastics including PET PP and others. [--] minerals and metals are designated as critical for electrification by our government. Graphite is one. Graphene is the single layer pure version of graphite. It binds in a single layer is 20x stronger than steel and is transparent. DoD will have many uses for" [X Link](https://x.com/turtlespeed2020/status/1960022741957869635) 2025-08-25T16:53Z [---] followers, [---] engagements "$HG $HGRAF I had to put this on hold since I have other things to do. Too much drama with this name. But will watch what company does not what a bubble head with a megaphone says. - Those pictures online are perhaps mostly AI or just made up. It is utterly unprofessional. These people are not short sellers. Who would short a dollar stock These are defamatory attacks. - Company board will be wise to stop the online promotions. These promotions turn off US investors. - Board needs to have compliance in place and stop CEO setting target price for year end. - ISO [----] certification is good to" [X Link](https://x.com/turtlespeed2020/status/1960492343695376576) 2025-08-26T23:59Z [---] followers, [----] engagements "$PCT We are proud to announce that PureCycle is the first non-mechanical recycler to receive PCR Certification from @APRrecycles. Read more: https://t.co/X1u8FvqSTL https://t.co/Fnqw6tCLJD We are proud to announce that PureCycle is the first non-mechanical recycler to receive PCR Certification from @APRrecycles. Read more: https://t.co/X1u8FvqSTL https://t.co/Fnqw6tCLJD" [X Link](https://x.com/turtlespeed2020/status/1960685027030634790) 2025-08-27T12:45Z [---] followers, [----] engagements "@holdyourwinners $PG what say you" [X Link](https://x.com/turtlespeed2020/status/1960701762576282013) 2025-08-27T13:51Z [---] followers, [---] engagements "@wallstengine $BBWI" [X Link](https://x.com/turtlespeed2020/status/1961063625122017331) 2025-08-28T13:49Z [---] followers, [---] engagements "Graphene often called a wonder material is a sheet of carbon atoms just one atom thick arranged in a hexagonal lattice. It is flexible. It is transparent. It is a superior conductor of heat and electricity. And it is mighty strong. I had no clue the graphene existed. But I have been educating myself about it and the lenses I am using to look at is energy and resources. It has many uses and will change the face of many industries. But first and foremost it is a game changer for the collective west. It reduces use of energy and reduces the need for mineral metals and natural resources in" [X Link](https://x.com/turtlespeed2020/status/1964677329981977083) 2025-09-07T13:09Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@turtlespeed2020 fred thomas
fred thomas posts on X about $pct, money, china, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -98%
- [--] Month [-------] +2,440%
- [--] Months [-------] +298%
- [--] Year [-------] +461%
Mentions: [--] #
- [--] Week [--] +214%
- [--] Month [--] +113%
- [--] Months [---] +52%
- [--] Year [---] +71%
Followers: [-----] #
- [--] Week [---] -0.16%
- [--] Month [---] +2.20%
- [--] Months [---] +38%
- [--] Year [---] +115%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands social networks automotive brands fashion brands currencies celebrities
Social topic influence $pct, money, china, stocks, $gmtlf, $pink, investment, $pep, in the, link
Top assets mentioned PepsiCo, Inc. (PEP) Procter & Gamble (PG) BlackRock Inc (BLK) Sable Offshore Corp. (SOC) LyondellBasell Industries NV (LYB) Capri Holdings Limited (CPRI) Apple, Inc. (AAPL) RH (RH) Avidity Biosciences, Inc. (RNA) Hamilton Insurance Group, Ltd. (HG) CarMax, Inc (KMX) Intuitive Surgical, Inc. (ISRG) Masimo Corporation (MASI) ShockWave Medical, Inc. (SWAV) Carvana Co. (CVNA) BirdMoney (BIRD) GameStop, Corp. (GME) Reddit, Inc. (RDDT) Toyota Motor Corporation (TM) SPDR S&P [---] ETF Trust (SPY) Medical Properties Trust, Inc. (MPW) SPDR GOLD ETF (GLD) Eli Lilly and Company (LLY) Applied Digital Corp. (APLD) Abercrombie & Fitch Co. (ANF) Bath & Body Works Inc (BBWI) On Holding AG (ONON) Brilliant Earth Group, Inc. (BRLT) Cook Protocol (COOK) Levi Strauss & Co. Class A Common Stock (LEVI) Sonic Automotive, Inc. (SAH)
Top Social Posts
Top posts by engagements in the last [--] hours
"$PCT They doubled down and shorted more. It did not work"
X Link 2025-05-16T13:46Z [---] followers, [----] engagements
"@Mike_Taylor1972 $AAPL $GOOGL $MSFT $NFLX all ended up about 40% YTD"
X Link 2023-06-06T02:12Z [---] followers, [---] engagements
"@Mike_Taylor1972 $FULC 🎯 happy news for $PINK"
X Link 2023-08-22T11:47Z [---] followers, [---] engagements
"@HedgeyeRetail @HedgeyeRetailJM @KSS is not on your position monitor. But I was in one of their stores on Saturday when Sephora store within their store got robbed. Is shrinkage in Sephora their liability or not"
X Link 2023-10-17T12:52Z [--] followers, [--] engagements
"@Mike_Taylor1972 @everettbuirch @FordWealth @_dpgibson @Mike_Taylor1972 @PureCycleTech Thanks for all the updates Sure brings clarity and confidence in the future of $PCT. Question: There is not much about Augusta lately. Do you know what the plans and timelines are there"
X Link 2023-11-20T15:54Z [--] followers, [---] engagements
"@mikescinto1981 @Mike_Taylor1972 @BenVB11 @CharlieBritish5 @_dpgibson See the article below about first of [--] production lines in Augusta ". The groundbreaking and start of construction in Augusta come on the heels of the recent announcement of PureCycles $250 million private equity capital raise.""
X Link 2023-12-04T01:46Z [---] followers, [---] engagements
"$PCT large holders"
X Link 2023-12-04T18:20Z [--] followers, [---] engagements
"$ftch The volume was just extraordinary with no news. Will look at short data tomorrow morning but did not look short selling or option related volatility. Big holders capitulated Was CFO departure the tell Are they restating"
X Link 2023-12-12T02:25Z [--] followers, [----] engagements
"@Retail_Guru In all fairness he said RH is forced to discount. That is a smart way of doing that $RH"
X Link 2023-12-17T22:10Z [---] followers, [---] engagements
"@FordWealth New position"
X Link 2023-12-19T03:09Z [--] followers, [--] engagements
"@Mike_Taylor1972 @MikeHuckman @WSJ @david_wainer No need to check $PINK will break all healthcare performance records in coming years"
X Link 2023-12-28T05:01Z [---] followers, [--] engagements
"Arguing with some of the characters here are not productive. Tough day for $PCT but MikeT's other picks did just fine today. $ISRG up 10.25% $MASI up 6.55% $SWAV up 7.82% today. And in case you missed it $CYTK went from $35 to $110 yesterday in less than a month. (It paid for a fifth of my PCT shares) There were other picks last year as well"
X Link 2024-01-10T22:03Z [---] followers, [----] engagements
"$PCT options weren't driving the action yesterday. Shorting common accelerated at higher volume higher rate (FINRA data)"
X Link 2024-01-11T12:04Z [---] followers, [----] engagements
"@sk4533 Perhaps with some bumps but expect hockey stick at some point. I think they have secured financing for Georgia factory [--]. This CFO needs to hit the road now for Georgia [--] and beyond"
X Link 2024-01-16T21:32Z [---] followers, [---] engagements
"Can't buy some of these from ML. Not even TBIL. Massage will say: "Trading of this security is generally not permitted on the Merrill platform as it carries unique risks as further described in the prospectus" But then it is OK if you buy TQQQ. They want you to call a financial advisor to buy a money market fund. 😂"
X Link 2024-01-16T21:48Z [--] followers, [--] engagements
"@HedgeyeREITs One private jet per "acquisition manager." Or are there more "acquisition specialists" Dreams come true. From Admin. Assist. (moonlighting as legal intern) to manage international acquisitions in [--] years. @blackrock @Vanguard_Group @StateStreet whose watching your investments"
X Link 2024-01-17T18:06Z [--] followers, [----] engagements
"@HedgeyeREITs Junior must be an "acquisition manager" too"
X Link 2024-01-17T18:09Z [---] followers, [--] engagements
"@profplum99 The other 94.5% hold US Dollar"
X Link 2024-01-17T18:12Z [---] followers, [---] engagements
"@Mike_Taylor1972 Oldie but goodie. $SAVE I'm just watching this on repeat right now. https://t.co/HFNxZeUh6E I'm just watching this on repeat right now. https://t.co/HFNxZeUh6E"
X Link 2024-01-19T02:40Z [---] followers, [---] engagements
"$PCT The main reason for the ramp today was comments made during Norfolk's(NSC) earnings call. "We also landed a new plastic recycling plant in Ohio with our new customer Pure Cycle which is expected to launch this quarter. This is a great example of the circular loop that is possible within the plastic supply chain and how Norfolk Southern can deliver that resin in a carbon-friendly manner." Ed Elkins - Chief Marketing Officer NSC. I had seen the rail cars and the track in the back of the Ironton facility but was not sure who would have operated it. Not it is clear. The prior occupant Dow"
X Link 2024-01-26T20:56Z [---] followers, [----] engagements
"@TQuestMind Can't tell. But does not look like it. Short volume was 55% today. There is plenty dumb money short this name waiting for it to go to zero"
X Link 2024-01-27T02:07Z [---] followers, [--] engagements
"$PCT Shorts have been less aggressive past two days. But nevertheless they are working hard to give you more chances. Let them do their work. They are being helped by small cap sell off. Russell 2k volatility is rising but RUT has been rising as well. Small caps seem prime for a correction. Most option volume yesterday was in February call options. Today there was a [---] contract 2/16 $4c option too. Does not seem to be a good point to buy those call options"
X Link 2024-01-30T16:17Z [--] followers, [---] engagements
"Those who are buying the warrants don't bid market. Put your limit bid under current bid make it GTC and wait. You are unnecessarily making this expensive at this point. $PCT"
X Link 2024-01-30T16:33Z [--] followers, [---] engagements
"@TQuestMind Chart bros were buying it broke over [--] dma and below it they short. Mike Taylor added 120k shares on Tuesday. I think it is safe to buy down here or sell puts for March"
X Link 2024-02-02T15:38Z [---] followers, [---] engagements
"@TQuestMind MT added the shares in $PINK to be clear. Also RUT is selling off today and that is automatic selling of $PCT in small cap indexes"
X Link 2024-02-02T15:43Z [---] followers, [---] engagements
"$PCT So Blackrock adds [------] shares to bring its total to [-------]. Why would they do that in the middle of perceived chaos and PCT stock crash Those shares pushed BX over 5% ownership stake and it had to file 13G forms. Self-proclaimed king of ESG was not even a 5% holder of $PCT so they changed that. Now they look good I don't know whether iShares is included or is filed by funds individually but iShares Russell [----] Value and Growth ETFs have added to their holdings since Nov. [--] filing. What would stop them from acquiring more shares I would argue there is not enough and Purecycle will"
X Link 2024-02-04T12:25Z [---] followers, [----] engagements
"@SimplifyAsstMgt $PINK up 15% over [--] year vs. $XLV up 10%. Alpha for a good cause"
X Link 2024-02-08T13:45Z [---] followers, [---] engagements
"More weekend readings why plastic recycling is important and why it is a healthcare issue. Micro plastic is found in human blood stream and in pregnant womens placenta. Do we understand the potential health issues it may cause for both newborns and adults Not quite yet but more research will shed light on how it may damage our health. Plastic recycling will be a priority in terms of air water and human blood pollution cleanup. And $PCT will play an important role to help solve these problems. A few readings: Plastic particle in human blood - Microplastics in human placenta - More readings -"
X Link 2024-02-09T10:28Z [---] followers, [---] engagements
"Average healthcare PM does not get it. By the time they get it they will be paying for a $10B market cap. Mike T gets it and that is why it is in $PINK"
X Link 2024-02-09T13:48Z [---] followers, [--] engagements
"$PCT Those who thought bonds were a major issue now they know it was not. MikeT predicted a satisfactory resolution weeks ago. $PCT has many funding options: [--]. Offer new bond with a satisfactory resolution to Ohio Bonds Purecycle maintains a high credit rating and can issue bonds with very competitive rates. New offerings will be well received. [--]. Equity financing There will be plenty of demand from institutional investors. HF will rush to grab a piece of action when profit margins and costs are revealed and stock trades in double digit. Hope they engage reputable IBs with access to"
X Link 2024-02-13T18:33Z [---] followers, [---] engagements
"@agnostoxxx @_dpgibson @GNWZ02 @Mike_Taylor1972 You were right about DMRC at the time. But perhaps time to revisit $PCT"
X Link 2024-02-19T02:33Z [---] followers, [---] engagements
"$PCT Stocks were extended including in IWM and they are correcting. Selloff is more pronounced in large tech and AI names. But SPLV is up for the day. If NVDA tanks and they sell $PCT that would be a great buying opportunity. Even better than common are the options that provide great opportunity on down days. Nearly 20% of the negative momentum in $SPX is being driven by $NVDA today. Breadth is slightly skewed towards the downside but overall the broader index is neutral. Market Cap distortion at its finest. https://t.co/iLHEXehZxV Nearly 20% of the negative momentum in $SPX is being driven"
X Link 2024-02-20T20:22Z [---] followers, [----] engagements
"$PINK Barron's health care fund recommendations. They must not have heard of PINK and YTD 10% return. @Mike_Taylor1972"
X Link 2024-02-21T11:37Z [---] followers, [---] engagements
"Arb opportunity: Just came across these $LSXMK $LSXMA are Liberty media trackers for their SirusXM equity share. It trades at 30% discount and is scheduled to close early Q3. Warren Buffet is on this arb as well. Trade is short SIRI go long $LSXMK $LSXMA"
X Link 2024-02-22T14:32Z [---] followers, [---] engagements
"$PCT We are range bound for now between $5-6. The 5P and 6C options are gravy for broker/dealers"
X Link 2024-02-28T14:54Z [---] followers, [---] engagements
"$PCT There are buyers of both and then some this morning. [---] 3/1 $5P [---] 3/1 $5.5P [----] 3/1 $6C Citadel and Susquehanna appreciate your business 😀 In other news shorts persist and they are not covering. They were active yesterday. I sold along with them. No one goes broke taking some profit. I still have majority of my pile and will take some profit near $6 from $2.85-$5.50 purchases"
X Link 2024-02-28T16:05Z [---] followers, [---] engagements
"@triangulate They said the same thing about Brasil and Lula. Which means SA equity extremely attractive. I own a gold producer $GFI there. Check Brasil's EC"
X Link 2024-03-05T16:39Z [---] followers, [--] engagements
"@TQuestMind That CEO does not project confidence. He might be a good engineer but not a good speaker. They are in 8th inning of startup and the stock acts like they are experimenting in an academic lab"
X Link 2024-03-06T17:46Z [---] followers, [--] engagements
"The text may not convey what the earnings call sounded. He sounded defensive while he is at the late stages of commissioning this site. He should have come into this with a narrative to convince investors that they have a few minor steps to complete this site and churn out products. It is a soft skill that not every CEO possesses. I think Tamsin made a better case for PCT in that podcast. And Yes I am sure this will go back up and even hit all-time highs sometime this year"
X Link 2024-03-06T18:17Z [---] followers, [--] engagements
"@boazweinstein @BlackRock Buy $ECAT Boaz is an activist with excellent record"
X Link 2024-03-07T12:17Z [---] followers, [---] engagements
"@Sell_Calls $PCT Thanks sharing. The more you hear from Dustin Olson the more you realize that he is the right Capitan to navigate this ship"
X Link 2024-03-17T19:54Z [---] followers, [---] engagements
"$PCT There is no pressure from buyers and shorts are at it again. Puts dominated yesterday [--] to [--] in volume but it is mostly yield farming. $0.45 for [----] 4/19 $5.50P $0.10 for [----] 4/12 $4P $0.05 for [----] 4/19 $2.50P See the pain table and asses the chance of that being in the money"
X Link 2024-03-26T09:45Z [---] followers, [----] engagements
"@PersimmonTI $ALPN The party started [---] hours earlier and we were not invited"
X Link 2024-04-11T12:57Z [---] followers, [--] engagements
"$PCT Saturday mussing. floccinaucinihilipilification /flksnsnihlpilfkSH()n/ RARE noun: the action or habit of estimating something as worthless. Floccinaucinihilipilification is a rare word and one of the longest in English language according to Oxford dictionary. If you hangout on Twitter long enough you will see people often who do that and they are not rare. Prime example PCT shorts. There is no stopping some of these shorts. They marched on but the stock did not go down for the first two weeks of April like IWM did. Why I dont know but I think there was constant bid despite shut down."
X Link 2024-04-20T21:26Z [---] followers, [----] engagements
"@HowardWPenney Update on $DPZ"
X Link 2024-04-29T11:59Z [---] followers, [---] engagements
"One day Nestle P&G LOral and hundreds others will do the same and use 100% Pure PP5. And there is only one supplier for the highest quality recycled polypropylene: $PCT. Aldi UK switches to 100% recycled PET on own-brand beverage bottles https://t.co/aaT9JMjRbJ @AldiUK Aldi UK switches to 100% recycled PET on own-brand beverage bottles https://t.co/aaT9JMjRbJ @AldiUK"
X Link 2024-04-30T09:08Z [---] followers, [----] engagements
"$PCT Thick resistance around $4.75. We hit that in early March and bounced. If any bad news we may see another 20% downside maybe. If any good news sky is the limit. DPZ had its quarterly report yesterday. A pizza company that sells a commodity made up of dough tomato sauce and cheese is valued at [--] PE. What is a fair multiple for $PCT if Ironton churns above 75% BE utilization Growth company at the early part of the curve with IP moat unlimited demand and strong pricing power If market pays 36x for a pizza wouldn't a game changing plastic recycler worth 100x 150x or more at this early"
X Link 2024-04-30T15:43Z [---] followers, [---] engagements
"Options did not play a role in decline today. It must be fear of fed rate decision tomorrow. The way SMCI is crashing after hour we may get a woosh down in IWM and small cap tomorrow. Have your shopping list ready. My warrant orders for $1.20 did not get filled today. Will try tomorrow again. We may even see $4.40 in PCT tomorrow"
X Link 2024-04-30T21:02Z [---] followers, [---] engagements
"So far bad results from SCMI and AMD are not translating into substantial index declines"
X Link 2024-04-30T21:19Z [---] followers, [---] engagements
"@HowardWPenney @dominos @McDonalds Yes $DPZ is cheap but quality meh. My kids refused to eat the last one we bought. Both locations near us burn the pizza in the name of food safety. If you ask they refuse to undercook it a bit. It is a hard pass for us at this point"
X Link 2024-05-01T15:49Z [---] followers, [--] engagements
"$AAPL People who think Elon is the worst they should get to know Tim Cook who will contradict himself in a few minutes time. Luka/Tim: "outlook is getting better" Then they pull out the biggest bazooka of all time. Why would you buy back that much if outlook is improving Analyst: China iPhone sales seem to be declining. Tim: It is sequentially getting less worse. Data pictured below 👇 Tim Cook is slowly killing Steve Jobs company. There is no innovation and new products are in the tank. And AI will go the way of Apple Car. This must be peak Apple for foreseeable future. @HedgeyeTech"
X Link 2024-05-02T22:18Z [---] followers, [---] engagements
"October [--] Tim Cook/Luka said demand is strong. [--] days later QCOM said there are less orders for next quarter (it supplied apple the modems) [--] days later Apple announced hiring freeze. Not a single analyst will ask a critical question on the call for the fear of losing IB business. $AAPL @HedgeyeTech"
X Link 2024-05-02T22:23Z [---] followers, [---] engagements
"$CVNA @HedgeyeRetail @HedgeyeRetailJM in next retail show could you address CVNA exposure to electric cars And comment on $BIRD https://www.telegraph.co.uk/news/2024/05/08/the-electric-car-carnage-has-just-begun/ https://www.telegraph.co.uk/news/2024/05/08/the-electric-car-carnage-has-just-begun/"
X Link 2024-05-10T12:20Z [---] followers, [---] engagements
"$GME He is back. https://x.com/gamestop/status/1755305497232605543s=12 https://t.co/YgjVqtgcNS https://x.com/gamestop/status/1755305497232605543s=12 https://t.co/YgjVqtgcNS"
X Link 2024-05-13T02:13Z [---] followers, [---] engagements
"$PCT Weekend musings While waiting to hear from the company look at the latest 8-K 10-Q listen to earnings call Q&A and you will find plenty positives. [--]. In response to Brian Butler question Dustin Olson(DO) comments: And we told the market that we have a solution in mind that we will implement during the course of Q2 that project is still in play. That project is executable over the course of May if we choose to do it. Most of the equipment has arrived most of the engineering is complete. Weve even started to dig the foundations for that. And goes on: So the long-term solution the question"
X Link 2024-05-26T19:59Z [---] followers, [----] engagements
"$PCT we need a RoaringRecycledPlastic on Reddit. No one should be short $PCT on the back of this $GME comeback. @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT. @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT"
X Link 2024-06-03T08:34Z [---] followers, [---] engagements
"More on $PCT on Reddit. https://www.reddit.com/r/PureCycle/ @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT. https://www.reddit.com/r/PureCycle/ @Mike_Taylor1972 @Archie_155 I'm the mod of https://t.co/O5JgLarpyI and it is a well run community. We have a growing # of members with different backgrounds including some who live in Ironton and were OG pre-IPO investors. $PCT"
X Link 2024-06-03T08:42Z [---] followers, [---] engagements
"$PCT Weekday Musings - Per picture published with the PR it is clear that all solutions including Q2 solution have been installed to solve CP2 extraction problems. Companys estimate is that the cumulative solutions will have 25k-45k lbs per day capacity. Lets take the lower end. At 25k CP2 capacity with an 92% pure polypropylene bale company can hit the name plate capacity. At 45k CP2 capacity it can use 85% pure polypropylene bale to hit the name plate capacity of around 300k lbs per day. - The three day run most likely used higher grade bales purchased or processed internally. In case you"
X Link 2024-06-04T03:50Z [---] followers, [----] engagements
"@DrPippaM Two themes of Pippa's themes were in play for me yesterday. Toyota dealerships could not get parts for the past [--] days. Purchasing systems are hacked. #unconventionalwar #WW3 Independent body shop owner a lifelong Dem. was angry at border situation and says would not vote for the main stream parties. Pippa's assessment of third party candidates' chances are real. WATCH Malmgren 1-on-1 with McCullough 🔥 We are thrilled to announce that economist tech entrepreneur and author @DrPippaM is joining Hedgeye CEO @KeithMcCullough for a special edition of "Real Conversations" Tuesday at"
X Link 2024-06-21T13:19Z [---] followers, [---] engagements
"@Mike_Taylor1972 Good news for DMD patients and $PINK. Congrats $SRPT #DuchenneMuscularDystrophy #DMD"
X Link 2024-06-21T13:23Z [---] followers, [---] engagements
"Call volume was mostly in a 6000+ contract straddle. It had a stop price and got triggered. Friday was one of the lowest short ratios in a long time. It was short covering day ahead of weekend. As a retail trader don't pay attention to these speculative games. Buy the common and if you have to buy options do January and after to avoid volatility"
X Link 2024-06-24T03:22Z [---] followers, [---] engagements
"I might be a bit biased but Porter's choice was the best of all @Seawolfcap . buy $PCT @dmoses34 . buy $GENI @VD718 . buy @FannieMae Preferred @GuyAdami . buy $GOLD @RiskReversal . buy $CME @timseymour . buy $GM @CNBCFastMoney A super-sized Final Trade @VD718 @Seawolfcap @dmoses34 @timseymour @RiskReversal and @GuyAdami go around the horn. $FNMA $PCT $GENI $GM $CME $GOLD https://t.co/VM3H8PII7A A super-sized Final Trade @VD718 @Seawolfcap @dmoses34 @timseymour @RiskReversal and @GuyAdami go around the horn. $FNMA $PCT $GENI $GM $CME $GOLD https://t.co/VM3H8PII7A"
X Link 2024-07-23T11:56Z [---] followers, [----] engagements
"@_riskFULL Best way to bid is limit near bid. Fast moves like this is because someone bids market and gets the ask price. [--] weeks ago was selling under $1.30 $PCTTW be careful not to overpay. Could do a 10x If $PCT goes back to all time highs. DYODD"
X Link 2024-07-25T16:40Z [---] followers, [---] engagements
""PureCycle Technologies is a notable player in the field of plastic dissolution. The company utilizes a proprietary technology developed by Procter & Gamble to recycle polypropylene. Its process involves using a solvent (primarily n-butane) to purify waste polypropylene into a form that is comparable in quality to virgin plastic. PureCycle states that its recycled PP can be used in applications where mechanical recycling methods such as food-grade packaging would not suffice. PureCycle is currently the leading commercial-scale provider in this space." $PCT #recycle #reuse #pure5 Dissolving"
X Link 2024-07-26T17:20Z [---] followers, [---] engagements
"MikeT spoke about 80% margin on mixed. For 20% I get $0.66 cost and 80% markup yields $1.17. I think all speculations are just that until we hear from the company. But think about it Tesla was not selling cars for $30k a few years ago. It was selling for $60k because little competition in the way. #pure5 has no competition. Why give it away when you can name your price Any price is possible and that has nominal impact on cost of most packaging. @PCT #recycle #reuse #pure5"
X Link 2024-07-31T02:29Z [---] followers, [--] engagements
"$PCT PureCycle's move up could be explained mostly by Russel [----] rise and CNBC effect. Short selling was steady in the past [--] days averaging 43%. I don't think there is much short covering here. Machines don't understand the chemical facilities and continue their script. Machines however understand messaging. Depending on what gets communicated out of quarterly report this could shoot up or consolidate. Today we may get a bump for month end window dressing which is at full display premarket. Perhaps good day to buy some hedges for August. $PINK added almost 400k shares in July. Congrats on"
X Link 2024-07-31T11:48Z [---] followers, [----] engagements
"@Rody80000 May 30-June 30th they produced 1.1M lbs if sold as Pure5 1.1M x $1.35 = $1.5M. If sold as compound 5.5M X $1.2 = $6.6M ($0.66 cost x [---] = $1.2)"
X Link 2024-08-04T16:06Z [---] followers, [---] engagements
"$PCT [--]. Plastic Recycling Show (PRS) in Amsterdam highlighted the tailwind of demand coming from Europe that alone could absorb all PureCycle can produce for coming years. There are selective presentations posted here. Check their Youtube channel as well. Keynote presentation Only a handful of countries have announced they could meet the quota set to go into effect next year. [--] month transition period will create an urgency for consumer facing companies to get their hands on any recycled plastic they could. There will be a title wave of demand knocking on PureCycle's door. Port of Antwerp"
X Link 2024-08-07T11:17Z [---] followers, [----] engagements
"A Thank You should go to all $PCT team members but not all are on X. @_dpgibson please relay the message to Coombs. Thank You to @ChristianBruey and @Tamsinette for wearing multiple hats to make things happen. PureCycle office move to Jacksonville if for no other reason is a prudent move to save on administrative expenses"
X Link 2024-08-07T12:41Z [---] followers, [----] engagements
"$PCT Current administration and their cabal have no interest in making plastic recycling a priority. This opens an opportunity for Trump to promote plastic recycling. Oil industry may oppose initially but this helps reroute oil from plastics to fuel and industrial markets. That will be the real #InflationReductionAct #ReduceReuseRecycle #Pure5"
X Link 2024-08-19T03:16Z [---] followers, [---] engagements
"$PCT While the cult at @insideclimate News and MSM are trashing recyclers the industry is making progress. Current administration has endorsed US Plastic Pact. Hope more steps are taken in the next administration to support recycling and channel a fraction of money going into clean energy to recyclers for innovation and cleaner environment. Plastic recycling has been tough and a low profits has impacted growth prospect. This 👇 groups' efforts make sense and will further strengthen plastic recycling. PureCycle can be a big beneficiary. https://usplasticspact.org/problematic-materials/"
X Link 2024-08-29T00:25Z [---] followers, [----] engagements
"$PCT If we close above $9 and stay there then this squeeze is just starting. Last two days were buyers but today seems to be shorts covering. 24M shorted below $11.80. There is 20+M more shorts to go for this go-round. DYODD and take profits sometime. One last thing PCTTW was bid above $4 last time $PCT was at $11.80. There is value there"
X Link 2024-09-13T14:37Z [---] followers, [----] engagements
"@Seawolfcap Any pull back in this name from here is a gift IMHO. $PCT"
X Link 2024-09-13T15:08Z [---] followers, [----] engagements
"$PCT Fidelity offering 7.5% annual rate on borrow. I think we are range bound here before we refresh reload and head higher. You can sell 9/20 $9.5C for $0.35 and make almost 4% in less than [--] days"
X Link 2024-09-17T15:28Z [---] followers, [----] engagements
"If rate hike is anything less than [--] basis point gold will be taken to the wood shed"
X Link 2024-09-17T15:30Z [---] followers, [---] engagements
"$PCT 9/20 $9.50C options were below $0.10 and I covered yesterday. Instead of lending out I sell options against my investment pile and harvest the yield that way. I don't think there will be much borrowing happening now in these rates unless they borrow and cover the same day. If we would not have any news between now and early October the path of least resistance is down (and I might be wrong) Lots of short term traders rushed in and they are cashing out their haul. I see we visit below $8 where I will load up trading account. A word on these supposedly shorts. It is waste of time to argue"
X Link 2024-09-19T13:34Z [---] followers, [----] engagements
"@no_privacy @8888TLD I like gold stocks too. Margins look unreal. Gold producers are making 43% margin on every ounce produced. The wide gap between the gold price and the All-In Sustaining Costs (AISC) is VERY wide. Some of these equities are literally gold mines of cash flow right now. https://t.co/Qe6SPGELjg Gold producers are making 43% margin on every ounce produced. The wide gap between the gold price and the All-In Sustaining Costs (AISC) is VERY wide. Some of these equities are literally gold mines of cash flow right now. https://t.co/Qe6SPGELjg"
X Link 2024-09-20T00:27Z [---] followers, [---] engagements
"$PCT where would they pin this today $9 or $10 48% borrow rate is not a big deterrent in the short term. Shorts can pay 0.2% for a day and make much more on a swing"
X Link 2024-09-20T13:22Z [---] followers, [----] engagements
"@8888TLD @no_privacy They may sell of initially after rate cut. But I trust our leaders they will keep printing and give gold and miners a healthy tail wind"
X Link 2024-09-20T13:27Z [---] followers, [--] engagements
"Translation: California has a big hole in the budget and needs money. Interesting they are not suing for directly causing pollution but for deceptive claims on recycling $XOM $LYB $BAK $PCT California sues ExxonMobil over plastics recycling https://t.co/3NURFwLnjA https://t.co/scYfBvWMgR California sues ExxonMobil over plastics recycling https://t.co/3NURFwLnjA https://t.co/scYfBvWMgR"
X Link 2024-09-24T09:20Z [---] followers, [----] engagements
"If alternative material for packaging was feasible media and California AG wouldn't be attacking plastic recyclers. They would be advocating for investment in alternatives. There is no viable alternative to plastics in food packaging for the foreseeable future. Focus your efforts on solutions for a circular economy in which plastics are renewed and reused"
X Link 2024-09-24T09:45Z [---] followers, [--] engagements
"Injection molding specifically designed for rPET. PP recyclers will have challenges to convince manufacturers to use physically recycled PP with existing equipment. With use of Tomra and other sorting machines high levels of purity is achieved in feedstocks. But that last 3-5% purity is where Purecycle shines. $PCT is the only recycler to purify to a level that meets fiber and film manufacturers' specs. And food contact container manufacturers' too. #Fakuma starts tomorrow in Friedrichshafen Germany. Here are some must-see exhibits many of which are making their global debut."
X Link 2024-10-14T13:45Z [---] followers, [----] engagements
"Good information here. Louis-Gave has been a bull on China but his view on commodities is in contrast to others. https://podcasts.apple.com/us/podcast/top-traders-unplugged/id888420325i=1000673255396 https://podcasts.apple.com/us/podcast/top-traders-unplugged/id888420325i=1000673255396"
X Link 2024-10-16T11:23Z [---] followers, [---] engagements
"$PCT Busy option day yesterday. [----] Oct. [--] $10 Multi leg ($250k premium) [----] Oct. [--] $11 Multi leg [----] Oct. [--] $10 Sweep ($100k premium) [----] Oct. [--] $11 Multi leg [----] Jan [--] $10 ($500k premium) IWM was up but RVX was up too. Today early both are down a bit. Instead of spending all this money on options I would have bought the common instead or the warrants. We are in a positive news cycle and exciting things will happen between now and Feb update. DYODD. It is counter productive to write options to hedge. The risk is to the upside and better approach is to be fully invested"
X Link 2024-10-17T14:07Z [---] followers, [----] engagements
"They were all call options. Was Trump widening lead in Polymarket the driver yesterday I could not find any economic news besides mortgage rate going up [--] bps"
X Link 2024-10-17T17:13Z [---] followers, [---] engagements
"Great work finding this material Stan. I wish others will do DD your way as opposed to taking pictures of facility from the outside. Sustainable Packaging Summit [----] is in Netherlands in [--] days. Most big consumer goods companies are presenting and their decision makers are there. Go out to the event and talk to this people and get a sense of where they stand in reaching their sustainability goals. You will get a lot of insight to grow your conviction in this name. $PCT #ReduceReuseRecycle #Pure5 http://www.packagingsummit.earth http://www.packagingsummit.earth Some thoughts on $PCT product"
X Link 2024-10-23T20:33Z [---] followers, [---] engagements
"@trendwhizo $25P was [--] cents. If $CPRI closes at $20 tomorrow that pays $5 (100x) $26P will pay 60x"
X Link 2024-10-25T02:07Z [---] followers, [---] engagements
"$PCT When hacks show up whether its the "Legend" hedgie or fake SEC it is a signal whether we are in short term at top or bottom. Stocks move is fractal and does not go in straight line. In little more than a month we tripled. We will take a breather refill/reload and head up. The journey is just starting There is a lot of hot money in $PCT because it shows up in many filters and is advertised by chart chasers. They may not have experienced occasional drawdowns and bail out. But if you have been in the name you know you should trade along the hacks. Sell some when they short and buy when they"
X Link 2024-10-28T13:37Z [---] followers, [----] engagements
"$PCT Does SIXTH SUPPLEMENTAL INDENTURE revive the remaining $127M loan Are these covenants reasonably set and achievable Anyone has an idea https://d1io3yog0oux5.cloudfront.net/sec/0000950170-24-118376/0000950170-24-118376.pdf https://d1io3yog0oux5.cloudfront.net/sec/0000950170-24-118376/0000950170-24-118376.pdf"
X Link 2024-10-30T00:41Z [---] followers, [---] engagements
"$LYB not a signatory to Business for Global Plastic Treaty but CEO chimes in. #ReduceReuseRecycle #Pure5 Opinion: What it takes to solve plastic pollution https://t.co/aYPOKxuDlq @LyondellBasell Opinion: What it takes to solve plastic pollution https://t.co/aYPOKxuDlq @LyondellBasell"
X Link 2024-10-30T09:20Z [---] followers, [---] engagements
"$NEM How much worse could it get Today is perhaps the day to fish some with a $40 stop. If that doesn't work maybe try again at $34 Projected $1475 all sustaining cost and 2.36% yield. $FNV in full capitulation mode as well. How worse this can get Maybe buy now maybe buy around $111 It beat both S&P and Nasdaq since Dec. [----] inception. Could Pres. Jose Mulino negotiate a compromise with First Quantum to resolve the Cobre Panama mine dispute more favorable to FNV He is pro business"
X Link 2024-11-12T14:28Z [---] followers, [----] engagements
"$PCT Looks like $GS added 580k shares and bought the puts. $BAC added 680k common and bought the puts"
X Link 2024-11-15T14:45Z [---] followers, [---] engagements
"Shrub good to see you back in plastic recycling discussions. Feedstock is the least of worries for now. There are over [---] MRFs in US. And many of them are tooled with Tomra sorters. Out of enthusiasm for $PCT like margins many MRFs built inventory of high quality PP feedstock for the hope of selling to mechanical recyclers. They are finding out PP is not PE or PET. It is difficult to get consumer brands buy mechanically recycled PP for food contact fiber or film. Or for any other application because of contaminants' presence. There is inventory of PP feedstock and not many takers. Some"
X Link 2024-11-17T10:25Z [---] followers, [---] engagements
"Approved September 27th California Assembly Bill No. [---] requires carpet to carpet recycling. By [----] carpets must have 5% recycled content. Who has a proven process to recycle carpets to virgin state $PCT California recycles 41% of it carpets compared to 4% in [----]. If states and towns provide more resources recycling rates will increase significantly. #ReduceReuseRecycle #Pure5 https://leginfo.legislature.ca.gov/faces/billNavClient.xhtmlbill_id=202320240AB863#::text=This%20bill%20would%20establish%20a%E2%80%9D%20as%20carpet%2C%20as%20defined"
X Link 2024-11-17T12:47Z [---] followers, [----] engagements
"@FinFreedomMgmt Given importance of RFK to this movement it is inconceivable he will be OK with microplastic in our bio system and do nothing about it. Or maybe it is a wishful thinking"
X Link 2024-11-17T23:20Z [---] followers, [--] engagements
"$PCT Random week of Thanksgiving musings: - The first chart below was posted by @RTelford_invest. If this applies to Russell small caps as well then PCT could be well worth 5X more when profit rolls in and new facilities come online. Question is what is the starting point for the price. The answer should be much more than where it is now because not much is reflected for the sea change that happened. We went from not knowing what the future of Ironton is to a proven facility. There is another chart comparing profitable small caps to Russell [----] index below as well. - Everything we expected"
X Link 2024-11-25T03:34Z [---] followers, [----] engagements
"$PCT Graphs are for average profitable small cap. There is nothing average about Purecycle It has a deep moat IPs liquidity a working factory in an industry that shapes up for long term growth with a tailwind from regulations. This is long time coming from early days when John Layman a senior scientist at Procter & Gamble (P&G) developed the process. The technology is proven and it has a giant demand to meet. #ReduceReuseRecycle #Pure5"
X Link 2024-11-25T14:10Z [---] followers, [---] engagements
"@wobblyweaselNFT Thanks for your contribution Biotech investing is not for everyone. Look at the catalyst calendar right size your trade and have a great risk tolerance"
X Link 2024-11-26T17:06Z [---] followers, [--] engagements
"Bullish for $XBI @VivekGRamaswamy to the rescue. https://t.co/uqB6elGRlB https://t.co/uqB6elGRlB"
X Link 2024-11-27T11:54Z [---] followers, [---] engagements
"@PackagingEurope Special interest groups had a say and no agreement was reached. It is not about some countries "low-ambition." Chemical companies are in deep recession in EU and need help. I have been eyeing $LYB and it has been hammered. Half its business is in US 1/4 in EU and 1/4 the rest of the world. Growth is mostly in US where manuf. PMI is incrementally rising. Part of this sell-off might be year-end rebalancing. (Oil stocks have been selling off last two weeks as well) At forward P/E of [---] it worth taking a shot in smaller tranches. Stop just below $70. INC-5 has come to a close"
X Link 2024-12-05T15:44Z [---] followers, [---] engagements
"$AMRK in liquidation mode. Could it be signaling lower gold prices ahead I have no position in miners but picked up some $AMRK today"
X Link 2024-12-06T18:04Z [---] followers, [---] engagements
"@MLGSnD @Mike_Taylor1972 @private_dataguy It is different. It is PET. There is no rPP manuf. in the market that comes anywhere close to the breadth of offering and quality that $PCT produces"
X Link 2024-12-10T01:04Z [---] followers, [----] engagements
"@private_dataguy $PCT $TM We might see movement in Mitsui partnership as well"
X Link 2024-12-12T15:14Z [---] followers, [---] engagements
"$REAL and $RH did 🚀 $REAL did 4x this year. $URBN went up too. I have not given up on the rest. Crypto is taking a rest for the next chapter. $RH has no more major CapEx spending. New markets new products pricing power. It will become a money printing machine. $RH Gary Friedman took a shot at $BYON and Lemonis in his earnings call. In [----] Overstock went from $2 to over $100 in less than [--] months. $BYON many not do 50x but Lemonis is competitive and can prove Gary F. wrong"
X Link 2024-12-13T02:26Z [---] followers, [---] engagements
"John Stossel's so called expose is popular and welcomed by establishment and anti-establishment alike. But they mostly confuse rate of recycling with actual recycling. Almost all of 9% plastic placed in curbside collection bins can and will be recycled. Polypropylene was not recycled in the past but mechanical solutions and PureCycle's process are addressing that gap. Admittedly some of the recycled plastic will end up in pyrosis but it will not go to landfills. What is the big problem is the low collection rates. In Europe overall plastic recycling is much higher than US and most drink"
X Link 2024-12-17T18:43Z [---] followers, [---] engagements
"$PCT Who wants to buy a real business and wait One can buy $QUBT and do 10x in [--] trading days. Hot money has moved to momentum names. $QUBT has the same valuation as PureCycle but has $380k in sales and no profit. $PCT broke below trend. It needs to get back above $12. It will see its day in coming quarters"
X Link 2024-12-17T20:27Z [---] followers, [----] engagements
"@monaco_biotech I like that too. Another name that has been ravaged is $RNA"
X Link 2024-12-18T16:23Z [---] followers, [---] engagements
"@monaco_biotech The relentless selling by insiders does not help"
X Link 2024-12-18T16:44Z [---] followers, [---] engagements
"@monaco_biotech Same problem with $RNA. Why would anyone buy when insiders are dumping"
X Link 2024-12-18T16:46Z [---] followers, [---] engagements
"@monaco_biotech True. They got bills to pay"
X Link 2024-12-18T16:53Z [---] followers, [--] engagements
"Virgin PP prices rose in first half of [----] mostly due to resin production problems in Texas in [----]. It has given up all the gains in the past two months and is due to further drop in December. Lower virgin PP resin prices lower the input costs for PureCycle's compounding solution. $PCT Resin Price Report: More Markdowns Ahead of Expected Rebound in the New Year Producers intend to reverse the downward pricing cycle in January backed by large $0.05 to 0.07/lb increases. https://t.co/gvkjAzVXpY https://t.co/WLq6GAPieF Resin Price Report: More Markdowns Ahead of Expected Rebound in the New"
X Link 2024-12-21T12:06Z [---] followers, [---] engagements
"It should have said it "almost" wiped all the [----] gains in the past two months. Could PureCycle sign long-term purchase agreements at set prices We should find out more on compound pricing in February update"
X Link 2024-12-21T12:20Z [---] followers, [---] engagements
"$REAL There was real institutional buying in Q3. Shorts covered some but not all. It is a bit overdone here"
X Link 2024-12-28T23:19Z [---] followers, [---] engagements
"I heard something like 80-90 of data published cannot be duplicated. If one wants to keep a grant alive or survive in a competitive environment incentive is strong to make up science. What happened to peer review and publisher due diligence I came across this story about one publisher who is responsible . https://richardtol.substack.com/p/crime-paysr=cfp5b https://richardtol.substack.com/p/crime-paysr=cfp5b"
X Link 2024-12-30T13:38Z [---] followers, [---] engagements
"$IWM $SPY were shorted Friday. $QQQ was heavily shorted all last week"
X Link 2024-12-30T13:56Z [---] followers, [---] engagements
"@CapitolistPig @NonGaap $MPW gives a new meaning to all in. It must be the juicy divy"
X Link 2024-12-31T01:28Z [---] followers, [---] engagements
"@Biggorifice_69 @CapitolistPig @NonGaap Whoever put up the money has already lost $45M. Why and who would give this guy $170M to buy $MPW"
X Link 2024-12-31T11:59Z [---] followers, [---] engagements
"$PCT Broader equity market and investors are aware of thematic investing opportunities such as Ai or GLP1 but very few understand the plastic recycling and the title-wave of demand heading to primarily western world and then the rest of the world. There is tremendous demand and little quality supply to meet that demand. The New Year should be the year of greater awareness that plastic recycling does good for our planet and understanding that PureCycle is at the forefront of supplying the world with high quality recycled polypropylene. Toward the end of the year we have transitioned to using"
X Link 2025-01-01T01:49Z [---] followers, [----] engagements
"$REAL ROLEX RAISES WATCH PRICES TO START [----] Rolex increased prices on some models by up to 8% as of January [--] following a 27% surge in gold prices in [----] the largest annual rise in [--] years. A yellow gold Day-Date now costs [-----] up from [-----] while a gold GMT-Master II https://t.co/Vtt5eUHP90 ROLEX RAISES WATCH PRICES TO START [----] Rolex increased prices on some models by up to 8% as of January [--] following a 27% surge in gold prices in [----] the largest annual rise in [--] years. A yellow gold Day-Date now costs [-----] up from [-----] while a gold GMT-Master II https://t.co/Vtt5eUHP90"
X Link 2025-01-02T11:19Z [---] followers, [---] engagements
"Some of the names on this list just took off at open today. $XBI Here is another one for you before you go to bed #biopick2025 picks by all your biotech top gurus with 2+ stars. Although tbh I dont know how my name got in there 🤷♂ https://t.co/JGahOl6kaE Here is another one for you before you go to bed #biopick2025 picks by all your biotech top gurus with 2+ stars. Although tbh I dont know how my name got in there 🤷♂ https://t.co/JGahOl6kaE"
X Link 2025-01-02T17:17Z [---] followers, [---] engagements
"@FordWealth @private_dataguy He had option for [------]. Half expired when he left the other half would have expired 12/31/24 but he paid to extend another [--] years. He will be paying $620k in [--] installments. BTW kudos for that $RKT trade"
X Link 2025-01-06T17:47Z [---] followers, [---] engagements
"Question for management on the next update why hasn't Leidos certify the facility as complete yet Excerpt from [----] press release: "Ironton Ohio April [--] [----] PureCycle Technologies Inc. (Nasdaq: PCT) today announced it has reached mechanical completion of its first polypropylene (PP) purification plant in Ironton OH (the Ironton Facility) and submitted documentation to Leidos Engineering LLC (Leidos) the sites independent construction monitor for formal certification of completion.""
X Link 2025-01-07T03:37Z [---] followers, [---] engagements
"$PCT You get another shot with low volume decline"
X Link 2025-01-08T18:23Z [---] followers, [----] engagements
"@FordWealth Sell off was rate related I guess and AI/Quantum Computing names were thrown under the bus primarily. Today Russell recovered from sell off but $PCT keeps going down. It is in stealth mode until real buyers recognize the opportunity"
X Link 2025-01-08T19:22Z [---] followers, [---] engagements
"@TimmerFidelity How would money flow influence your take"
X Link 2025-01-11T20:06Z [---] followers, [----] engagements
"@WangUWS @abacaj If these cost metrics are verifiable and @demishassabis is right about AGI being [--] years away then Ai is all cost and no profit for foreseeable future. @jenzhuscott"
X Link 2025-01-25T14:37Z [---] followers, [--] engagements
"$LPTX @bradloncar @cngarabedian @daphnezohar can we get @TimOpler discuss Leaps results in this weeks' @BiotechCH 🙏🙏🙏 $LPTX Leap Therapeutics Reports Initial Clinical Data from Part B of the DeFianCe Study and Part C of the DisTinGuish Study https://t.co/RDsQVzAKv9 $LPTX Leap Therapeutics Reports Initial Clinical Data from Part B of the DeFianCe Study and Part C of the DisTinGuish Study https://t.co/RDsQVzAKv9"
X Link 2025-01-30T17:12Z [---] followers, [----] engagements
"$PCT Seen this S-3A umpteenth time. And that exhibit [--]. We need Jalen Hurts and a tush push to get this contract thorough the finish line. 🤣🤣🤣 https://ir.stockpr.com/purecycletech/sec-filings-email/content/0001193125-25-018429/d792826dex101.htm https://ir.stockpr.com/purecycletech/sec-filings-email/content/0001193125-25-018429/d792826dex101.htm"
X Link 2025-01-31T23:56Z [---] followers, [----] engagements
"$PG PPWR mandate spurs innovation in packaging and reduces waste. P&G leads the way"
X Link 2025-02-04T13:07Z [---] followers, [---] engagements
"$PCT T. Rowe Price new position filed 1.35M. $PCT Nothing more welcoming ahead of weekend than a big block on Friday 99k @ $9.26 https://t.co/Uz4GVg4bU3 $PCT Nothing more welcoming ahead of weekend than a big block on Friday 99k @ $9.26 https://t.co/Uz4GVg4bU3"
X Link 2025-02-14T16:09Z [---] followers, [----] engagements
"I am wondering what brings all these plastic industry sharks together to hold hands and sing Kumbaya They are all part of it: BASF Sabic Covestro Clariant LyondellBasell Mitsubishi Chemical Group etc. They can't be scared of that little company in Ohio that auto manufacturers are talking to. Are they $PCT $VWAGY $TM Industry giants launch automotive plastics recycling project https://t.co/Fyz67ID1fo @GlobalImpactCo Industry giants launch automotive plastics recycling project https://t.co/Fyz67ID1fo @GlobalImpactCo"
X Link 2025-02-20T02:58Z [---] followers, [----] engagements
"$PCT It is happening P&G's Old Spice Tide Febreze Cascade and Metamucil all in commercial trials. [--] car applications in pilot trials one in commercial trial. https://ir.purecycle.com/news-events/press-releases/detail/115/purecycle-technologies-fourth-quarter-and-fiscal-year https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-028344/0000950170-25-028344.pdf https://ir.purecycle.com/news-events/press-releases/detail/115/purecycle-technologies-fourth-quarter-and-fiscal-year https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-028344/0000950170-25-028344.pdf"
X Link 2025-02-27T12:59Z [---] followers, 21.7K engagements
"$PCT One of the worst performing stocks yesterday among (300M to $2B) US stocks. It wasn't the shorts. Just too much hot money that is capitulating in this name"
X Link 2025-03-11T12:01Z [---] followers, [----] engagements
"Carter Worth mention on CNBC and Druckenmiller ownership revelations brought new people into this name recently. More importantly [--] more institutional names owned the name in Q4 vs Q3 last year. That was inspired by mover from $5 to $15 in [--] months. With exception of T.Rowe and Druckenmiller mostly small account IRAs. I think those are selling"
X Link 2025-03-11T13:27Z [---] followers, [---] engagements
"$PCT I am not a fan of short term options but I like long term options here on Purecycle. They have been hammered recently. Pick what suits you risk tolerance: straight call buy vertical or combos. They may all work but I go out to [----] and [----]. And understand there is risk and you may lose all your money and lose even more on your puts. DYODD $10C-$22C vertical (try to get a [--] to [--] payoff) (someone bought loads of that back in Feb. for July expiration.) $10C-$22C and sell $5P against it for a $0.50 credit if you believe we will not fall below that by [----]. A more involved play: Buy PCT $10"
X Link 2025-03-15T15:41Z [---] followers, [----] engagements
"$PCT Macro headwinds are not a factor for the foreseeable future (think recessions) governments and their regulations are a tailwind brands and retailers are starving for quality recyclates. How long could they suppress Purecycle's stock price given the demand out there and a path to mass commercialization"
X Link 2025-03-18T14:23Z [---] followers, [--] engagements
"$PCT Tariff and recession fears will prove to be misplaced on companies like Purecycle in early stage of growth. Why [--]. Would decline in consumption have an effect on demand for plastics Yes it will. People will buy less expensive items such as cars mattresses and rugs. But they will continue buying food gifts toys and all other lower priced things. Everything needs packaging. And a good chunk of things use polypropylene for packaging. Polypropylene recycling is in early stages of adoption by the brands and has a long runway despite contraction in economic activities. High Quality PP is"
X Link 2025-03-29T01:15Z [---] followers, [----] engagements
"A few corrections on this $PCT post: . People will buy less of expensive items. . despite potential contraction . . despite possible decline in virgin PP resin sales. . Energy cost is a major component of any industrial companies' cost structure. . Joint venture with Mitsui will place production lines in Japan . An automobile bumper facia may have [--] lbs of Pure5 in it. Which is negligible in the context of an automobile price. Any amount of tariff is immaterial compared to promotion you get from using environmentally friendly recycled plastic in your car. The differentiating factor of using"
X Link 2025-03-29T21:27Z [---] followers, [---] engagements
"$PCT That's new PureCycle Belgium Our collaboration with Landbell Group represents a significant step to advance plastic circularity in Europe." -PureCycle VP of European and Asia Pacific Operations Wiebe Schipper. Read more: https://t.co/cMPT9UfFyS https://t.co/CiBzblz4xk Our collaboration with Landbell Group represents a significant step to advance plastic circularity in Europe." -PureCycle VP of European and Asia Pacific Operations Wiebe Schipper. Read more: https://t.co/cMPT9UfFyS https://t.co/CiBzblz4xk"
X Link 2025-03-31T14:20Z [---] followers, [---] engagements
"$PCT Purecycle Belgium Submit application March 31st. PureCycle Technologies Inc. which wants to build a polypropylene recycling plant in Europe is already lining up a way to capture used resin to feed the facility. https://t.co/WtH5WG4oc8 PureCycle Technologies Inc. which wants to build a polypropylene recycling plant in Europe is already lining up a way to capture used resin to feed the facility. https://t.co/WtH5WG4oc8"
X Link 2025-04-01T07:52Z [---] followers, [----] engagements
"Jim is a big picture guy. Gold is front and center in his view of risk management. He predicted Trumps first election and recommended gold. It worked for a few hours and then traded [--] months sideways and in October [----] it took off. He thinks gold is just getting started. What do you think"
X Link 2025-04-03T01:07Z [---] followers, [--] engagements
"$pct President Donald Trump's new reciprocal tariff plan appears to exempt several key plastic resins including PE PP PET and PVC suggesting an effort to protect the U.S. resin trade from international retaliation. https://t.co/SJFQFgdfYK President Donald Trump's new reciprocal tariff plan appears to exempt several key plastic resins including PE PP PET and PVC suggesting an effort to protect the U.S. resin trade from international retaliation. https://t.co/SJFQFgdfYK"
X Link 2025-04-07T16:26Z [---] followers, [----] engagements
"$PCT The exemption is a reversal of the decision in the early February. Good sign for Purecycle the plastics industry and US consumer. Plastics are an indispensable part of the food supply chain and help reduce food storage and distribution costs. https://x.com/turtlespeed2020/status/1909281519945793978 https://www.plasticsindustry.org/blog/tariffs-on-mexico-canada-and-china-whats-at-stake-for-the-u-s-plastics-industry/ https://www.plasticsindustry.org/blog/tariffs-on-mexico-canada-and-china-whats-at-stake-for-the-u-s-plastics-industry/ https://x.com/turtlespeed2020/status/1909281519945793978"
X Link 2025-04-07T17:54Z [---] followers, [----] engagements
"$ABXX Interested around $7 for a long long hold. People who buy into this are not retail. @JoshCrumb"
X Link 2025-04-11T11:38Z [---] followers, [----] engagements
"$DXLG Per management: "our exposure to tariffs in China Mexico and Canada which collectively represent less than 5% of our own sourced product are expected to impact gross margin by less than [--] basis points." The CEO is not a newbee. He has seen a few down cycles in retail. Increased B&T stores by [--] last year. Is expanding footprint. Like to see the price lower. Will not go back to $8 but it will survive and could have a healthy bounce"
X Link 2025-04-21T10:28Z [---] followers, [---] engagements
"@private_dataguy I know I thought about it. But would GLP1 make everyone healthy and back in shape again BTW I know a body builder who shops there and that is how I first heard about the store"
X Link 2025-04-21T11:43Z [---] followers, [---] engagements
"Tell the truth on Saturday flight roll call was wheelchair families and military personnel then the rest. @AmericanAir Though your airplanes need serious maintenance. The door seal did not project any confidence in quality. Neither the duck tape holding first class floor molding in place. Your Wifi could not stream a low-res video"
X Link 2025-04-29T00:02Z [---] followers, [---] engagements
"Recycled Content Podcast. Good listen here This May recycling facilities across the US are opening their doors for Recycling in Action a nationwide open house allowing the public to see first-hand how recyclables are sorted and processed so they can become valuable new materials. $PCT has agreed to participate. Denver PA is listed but does not appear on the map yet. @PureCycleTech What dates are available for visit https://plasticsrecycling.org/recycling-in-action/#findatour"
X Link 2025-04-30T02:10Z [---] followers, [---] engagements
"Recycled Content Podcast. This May recycling facilities across the US are opening their doors for Recycling in Action a nationwide open house allowing the public to see first-hand how recyclables are sorted and processed so they can become valuable new materials. $PCT has agreed to participate. Denver PA is listed but does not appear on the map yet. @PureCycleTech What dates are available for visit"
X Link 2025-04-30T20:18Z [---] followers, [---] engagements
"$GDX $GLD look tasty. Why short today when you can add more to these two. They have many more tricks to juice up the markets today"
X Link 2025-05-01T10:09Z [---] followers, [---] engagements
"$XBI taking a beating for the past practices but there should be opportunities into the future. Looking into MikeT's pile. Not touching $SRPT but there must be good ones there. Nibbled some $LLY. Going slow. There maybe more legs down in this ETF. $XBI Pointing the way. $XBI Pointing the way"
X Link 2025-05-06T17:26Z [---] followers, [----] engagements
"$GME Is GME the new and upcoming proxy for BTC I bought some options. The options volume is very high today"
X Link 2025-05-09T19:03Z [---] followers, [---] engagements
"$GLD $GDX select mining stock AISCs $IAG $1350 to $1825 $AEM $1175 to $1225 $KGC $1500 $AGI $1580 to $1705 $B $1460 to $1560 per ounce. Gold drops 20% from ATH miners will still have healthy margins"
X Link 2025-05-12T16:30Z [---] followers, [---] engagements
"@Mike_Taylor1972 Admin seem to be focused on GLP1. Is $LLY in trouble"
X Link 2025-05-12T16:33Z [---] followers, [---] engagements
"$PCT Thanks @fleckcap for picking Purecycle to highlight in this video: https://www.youtube.com/watchv=7EDs8_b4JHw https://www.youtube.com/watchv=7EDs8_b4JHw"
X Link 2025-05-15T18:10Z [---] followers, [----] engagements
"Could they succeed in pining this at $8.50 $PCT"
X Link 2025-05-16T14:11Z [---] followers, [----] engagements
"@PokeTheJuiceBox If I were short I would have bought those in size. But float is limited and big orders push this up quick. I opportunistically buy $PCTTU. That one is barely offered in open market"
X Link 2025-05-16T14:47Z [---] followers, [---] engagements
"Part of reason tariffs with China will stick. Tariffs stop China exporting deflation. West needs inflation. BYD has cut prices on [--] EV and hybrid modelssome by as much as 34%as part of a renewed price war in China. The Seagull is now just [-----] ($7.8K) and the Seal hybrid got a [-----] drop. https://t.co/6F1jsEUVtV BYD has cut prices on [--] EV and hybrid modelssome by as much as 34%as part of a renewed price war in China. The Seagull is now just [-----] ($7.8K) and the Seal hybrid got a [-----] drop. https://t.co/6F1jsEUVtV"
X Link 2025-05-26T07:23Z [---] followers, [---] engagements
"$PCT A year ago T-Rowe family of mutual funds had mere 100k shares of Purecycle. Latest filing shows over 3.5m shares. It added 280k shares this quarter. Word has gotten out and smart funds are stacking up American Funds is one of the giants that has no position. @CapitalGroup Get the word out to their PMs. Does anyone know any of their equity PMs"
X Link 2025-05-30T22:09Z [---] followers, [----] engagements
"@8888TLD $APLD has done the best in my go to spec list so far. It drops the next day when it pops but finished near high of the day. It may have more to go"
X Link 2025-06-02T20:28Z [---] followers, [---] engagements
"Energy picture is improving in Europe and Borealis is investing in PP production in Germany. This is in stark contrast to what a BASF engineer describes Chemical industry as a disaster [--] months ago to me. Headline news and war in Europe are overshadowing improving business environment in general. https://www.borealisgroup.com/news/borealis-invests-over-eur-100-million-to-triple-production-of-recyclable-foam-innovation-in-burghausen-germany https://www.borealisgroup.com/news/borealis-invests-over-eur-100-million-to-triple-production-of-recyclable-foam-innovation-in-burghausen-germany"
X Link 2025-06-04T10:01Z [---] followers, [---] engagements
"Some of these profitless/high shorts have more than doubled while $PCT is trying to stay above SPAC price. Validated process functioning first factory potential for 500B lbs of annual offtake etc. How does this make sense $PRME $APLD $CABA $STOK"
X Link 2025-06-06T14:31Z [---] followers, [----] engagements
"$PCT Tip to the short sellers. Call the trading desks below. They are waiting for your calls $PCT Thank You Tiffiny Short sellers covered nothing during high volume days. It is just banks/MM/podshops/trader computers making money off trade commissions. But combined they have accumulated more shares representing 7-8% of total shares issued. (Numbers below as of 5/15) https://t.co/N4XYXd1p3x $PCT Thank You Tiffiny Short sellers covered nothing during high volume days. It is just banks/MM/podshops/trader computers making money off trade commissions. But combined they have accumulated more shares"
X Link 2025-06-17T13:41Z [---] followers, [----] engagements
"$JPM leads the placement. Liquidity and capex addressed☑ Lead buyers will be announced☑ Maybe J.P. Morgan should cover the name. What's wrong with Craig-Hallum and Roth They rate buy if they get business $PCT"
X Link 2025-06-20T11:47Z [---] followers, [----] engagements
"Com'on $PG what else do you need PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read more: https://t.co/aS2QMUkDSP https://t.co/pbrps0zCow PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read more: https://t.co/aS2QMUkDSP https://t.co/pbrps0zCow"
X Link 2025-06-20T12:32Z [---] followers, [---] engagements
"@TQuestMind $XYZ is above where they guide down in May. Good catch"
X Link 2025-06-20T15:08Z [---] followers, [--] engagements
"$PCT While game goes on and the stock gets jerked around its important to recognize the significance of this certification news. Major companies with established sustainability programssuch as P&G L'Oral and othersrequire that your product be certified and your claims verified by a reputable third party before they will consider your goods. Ignoring these facts is like picking up pennies in front of an oncoming train. PureCycle is excited to announce that we have achieved GreenCircle Certified's Recycled Content Certification for multiple grades of our PureFive resin and co-products. Read"
X Link 2025-06-20T16:41Z [---] followers, [----] engagements
"$PCT updates: - Management execution gets an A+ grade - The story is bigger than most of us think - Long-term holders and lead investors are digging in deeper - Short sellers are either trapped or are grossly complacent. But certainly some have hedged their positions June 17th presentation was packed with many updates. It reflects on a dynamic management team that thinks globally is capital prudent and is articulating the LT vision for the company. Olson and Coombs on down to C-suite mid-management and sales teams get an A+ for their execution. It has been a long road but a new category is"
X Link 2025-06-25T02:36Z [---] followers, [----] engagements
"$PCT I just searched and this was one of them. (pic below) There is definitely FOMO here. Yesterday someone bought [----] $14C options for today. That is all I needed to know they will pin this below $14 today. Wednesday was even crazier. [-----] $20C 8/15 [----] $15C 8/15 [----] $10C 7/18 Right way to think about Purecycle stock is to have a long term timeframe and hedge for bumps along the way. Short interest stands at 47.7m. So they are covering some"
X Link 2025-06-27T18:36Z [---] followers, [---] engagements
"$PCT - Emerald Carpets don't have to be sorted. The recycled carpet will go directly from Emerald into the dissolution process reducing costs and contributing to better margins. Emerald's production facility in Georgia will further enhance the synergies by being close to Augusta's future facility. - Sheer scale of P&G product reach and distribution requires packaging engineers run rigorous tests on PureFive. This will add another layer of challenge for any new entrant in the future. Purecycle will be the dominant force in rPP. PureFive will be to rPP what Kleenex is to tissuesa product that"
X Link 2025-07-03T09:54Z [---] followers, [----] engagements
"While Walmart walked away from aggressive US Plastic Pack [----] targets Unilever and Coca Cola back more 'ambitious' plastic treaty. Purecycle's new facility could not come fast enough. .@Unilever @CocaCola @Nestle @PepsiCo and other big names have signed an open letter calling for a robust and ambitious plastic pollution treaty to be finalized at INC-5.2 https://t.co/mPE94ZWxxg .@Unilever @CocaCola @Nestle @PepsiCo and other big names have signed an open letter calling for a robust and ambitious plastic pollution treaty to be finalized at INC-5.2 https://t.co/mPE94ZWxxg"
X Link 2025-07-03T09:57Z [---] followers, [----] engagements
"$PCT $14.30 is the line. Can we close and stay above"
X Link 2025-07-07T19:16Z [---] followers, [----] engagements
"Weekend retail observation. $GAP was packed. Line at register. $RL empty. Brooks Brothers has better products with better prices. $ANF needs much more customers"
X Link 2025-07-07T19:35Z [---] followers, [---] engagements
"Was hoping to stay long hedged and low on leverage and enjoy a vacation. But this setup is too good to ignore. They pulled me right back in. 🤣 16k of those 7/11 options changed hands on Wednesday and some were closed later (They paid $0.30 to $0.60). They came for more today"
X Link 2025-07-07T20:12Z [---] followers, [---] engagements
"Marc Cohodes a $PCT short and Carson Block's exchange. I don't know how shorts made money last [--] years but they were right about most SPACs"
X Link 2025-07-08T09:50Z [---] followers, [----] engagements
"$PCT Having been passive for longest time Crown's have added 1.4m shares to bump up their ownership to 6.2% Purecycle shares are becoming more concentrated in the hands of few large holders. Get your pile while it is still affordable. https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-094693/0000950170-25-094693.pdf https://d1io3yog0oux5.cloudfront.net/purecycletech/sec/0000950170-25-094693/0000950170-25-094693.pdf"
X Link 2025-07-09T02:02Z [---] followers, [----] engagements
"Additional shares reflect their Series A and B warrants. When were they exercised"
X Link 2025-07-09T02:13Z [---] followers, [---] engagements
"$PCT 69% short volume reported to FINRA today. Intraday high of $15.58 from October 25th is the redline for these short sellers"
X Link 2025-07-09T03:12Z [---] followers, 10.1K engagements
"Gee even Je$us got involved. What's next Chris Irons doing a podcast Maybe @QTRResearch should do a podcast on $PCT Do good and stick it to the man $PCT REPEAT 'DRUCKENMILLER' SWEEP . $PCT REPEAT 'DRUCKENMILLER' SWEEP "
X Link 2025-07-09T22:40Z [---] followers, [----] engagements
"$PCT They won't give up. They shorted more. They need to stop this at $15.58 or else. The run from 10:30 to 1:00 pm was driven by buyers. The bump at 1:00pm was [----] call options with various expirations. More put options changed hands than prior days but they were less of a factor in afternoon decline. Short selling algos kick in around [--] pm and took advantage of the opportunity. - 4600+ $7P 1/16/26 - 3600+ $13P 8/1/25 Calls volume picked up in the afternoon. - 1100+ $15 7/18/25 - 1500+ $15C 8/15/25 - 1000+ $20C 8/15/25 - 2800+ $15C 1/16/26 Looks like we are set for a higher open tomorrow."
X Link 2025-07-09T23:32Z [---] followers, [----] engagements
"$PCT thoughts. - Per company we should expect 48m annual rate(4m/month) by the end of Q3. That means we should expect many more contracts (inclusive of P&G Churchill Drake and MiniFIBERS/Beverly Knits) in the coming months. - Short interest is above 47m. I don't even look at days to cover because it is a phony number. Most of the daily volume is computers selling to each other. There is no way anyone can buy 3-4m shares a day in the open market. - How could a chirping short with $270m AUM have [---] short positions and do a thorough job Answer is she is shorting the same things that others do"
X Link 2025-07-12T18:28Z [---] followers, [----] engagements
"$PCT 43.5m shares short. Last week was 47m. They are covering some. But plenty left to cover. Did everyone else notice we opened above $15.59 and closed above it Above $18 for [--] out of [--] days will seal the deal on PofA-B and make a down payment on Augusta Long-term Purecycle investors deserve every bit of this THANKS Tiffiny for posting the updates"
X Link 2025-07-17T20:19Z [---] followers, [----] engagements
"Waves hitting Hokkaido now. If there is any country ready for a tsunami is Japan. Even their QVC like channels showed warnings from time to time. Meanwhile the only US channel available on TV is reporting on crime in NY. A tsunami warning of up to [--] meters has been issued along Japan's Pacific coast Visit our website: https://t.co/c5rNNHGHlF https://t.co/sKSX8Pb8Ox A tsunami warning of up to [--] meters has been issued along Japan's Pacific coast Visit our website: https://t.co/c5rNNHGHlF https://t.co/sKSX8Pb8Ox"
X Link 2025-07-30T04:11Z [---] followers, [----] engagements
"Regular programming continues and tsunami warnings are displayed. It will hit US west coast in few hours. I hope evacuation are done now"
X Link 2025-07-30T04:29Z [---] followers, [---] engagements
"$PCT - Short Interest on June 27th was 47.8m. As of Friday close it was 37.7m. 10m shares were covered in just over a month. Less than 11m were shorted above $19. There is still 26m+ shares shorted below $19. - FINRA data confirms the downtrend. This data is daily activity and machines could short and cover by the day's end. But it shows money is in going long vs. short. - Reading 424B7 filing I noticed those two names at the bottom. Check it out. Expansion wheels are in motion. - Quarterly update is about what happened prior to July. I am more eager to hear about new contracts. Per prior"
X Link 2025-08-05T14:40Z [---] followers, [----] engagements
"$PCT Listen to the call here: - We now have an idea about potential volume for P&G and at least another consumer brand in rigid container category - Other fibers - Emerald Carpet has paved the way for quick sign ups https://edge.media-server.com/mmc/p/t3r9bqa9/ https://edge.media-server.com/mmc/p/t3r9bqa9/"
X Link 2025-08-07T20:52Z [---] followers, [----] engagements
"$PCT Gotta love that Thailand per lbs profits"
X Link 2025-08-07T20:54Z [---] followers, [----] engagements
"$PCT - It is refreshing to see a startup company management constantly look to improve operations and be a prudent steward of capital. Kudos to Dustin and the team. - In-house compounding at the Ironton facility saves roughly [--] cents per pound. (that was taking a big bite out of the profits) It means less spent on transportation as well. You don't have to ship to compounder and then to the destination. Additional benefit is that Ironton has the rail cars that can be loaded onsite for bulk shipments. - Dustin sounded extremely confident. Purecycle will become a money making machine. - For"
X Link 2025-08-08T00:28Z [---] followers, [----] engagements
"Fred Hickey: "GenAI is a minor league innovation propelling a major league stock market bubble" It will take a while for this idea to sink in. I wrote a little app [--] years ago to help me match type of wine with dinner meat. Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's Llama [--] model has been a huge disappointment too (not just GPT 5). The (severe) limitations of GenAI large language models (LLMs) are becoming clearer to those not drunk on the Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's"
X Link 2025-08-15T12:33Z [---] followers, [---] engagements
"Fred Hickey: "GenAI is a minor league innovation propelling a major league stock market bubble" It will take a while for this idea to sink in. At this stage it is an incremental improvement over what existed before. AGI or any big promises will not be realized in this biz cycle. I wrote a little app [--] years ago to help me match type of wine with dinner meat. I don't remember what it was called back then but it was not AI. Terrific article on (Gen)AI from the New Yorker. Left out of the article was the fact that Meta's Llama [--] model has been a huge disappointment too (not just GPT 5). The"
X Link 2025-08-15T13:29Z [---] followers, [---] engagements
"$PCT - Druckenmiller sold about 1m shares. Not clear whether he sold his preferred convertibles - Since preferred were sold almost 14m shares short are covered. SI now stands at 33m. Rapid rise in price may have prompted buyers to sell out of their shares. If you are in it for 7% yield and stock rises $2-3 above conversion price why not sell. That is like collecting a few years of yields in a month. - I was wondering where shorts get their shares from. Now we know some did take advantage of excess inventory and covered at reasonable prices. There are still a minimum of 21m shares short below"
X Link 2025-08-16T01:16Z [---] followers, [----] engagements
"$PCT We went blueberry picking and missed the debate. But listening to the replay those two interns are blissfully ignorant and won't learn anything. So it is totally waste of time to constructively engage with these characters. Or anyone who thinks they have a case for shorting PCT at this stage. Why would they short a company that has a solution for a niche and can scale up - If we divide the PP recycling industry to mechanical and non-mechanical recycling KW Plastics and the others fall into the prior category. All big waste companies can claim they are recycling PP. But they are"
X Link 2025-08-16T03:55Z [---] followers, [----] engagements
"@spectatorindex Looks like they will make cheap gas available to EU again from RU. Tailwind for European equity. @DrPippaM"
X Link 2025-08-21T13:11Z [---] followers, [----] engagements
"$HG $HGRAF Memes don't go up straight. Setbacks are expected. While I don't like how this is being promoted there is a real technology behind this company with a moat. It is scalable and the addressable market known is huge. There will be more uses for pure graphene that we don't know about yet. Do your homework carefully. I did a Druckenmiller on this and took a full position and will be doing more research. Good Luck PS: This is a not a Druck name. When he finds good stuff he buys first and then does his research"
X Link 2025-08-25T16:27Z [---] followers, [----] engagements
"If all the claims are valid Hydrograph's graphene will have uses in consumer products defense construction and many more markets. When added to plastics graphene strengthens them and reduces the amount of plastic used. Auto industry will find many uses for pure graphene. It works on all types of plastics including PET PP and others. [--] minerals and metals are designated as critical for electrification by our government. Graphite is one. Graphene is the single layer pure version of graphite. It binds in a single layer is 20x stronger than steel and is transparent. DoD will have many uses for"
X Link 2025-08-25T16:53Z [---] followers, [---] engagements
"$HG $HGRAF I had to put this on hold since I have other things to do. Too much drama with this name. But will watch what company does not what a bubble head with a megaphone says. - Those pictures online are perhaps mostly AI or just made up. It is utterly unprofessional. These people are not short sellers. Who would short a dollar stock These are defamatory attacks. - Company board will be wise to stop the online promotions. These promotions turn off US investors. - Board needs to have compliance in place and stop CEO setting target price for year end. - ISO [----] certification is good to"
X Link 2025-08-26T23:59Z [---] followers, [----] engagements
"$PCT We are proud to announce that PureCycle is the first non-mechanical recycler to receive PCR Certification from @APRrecycles. Read more: https://t.co/X1u8FvqSTL https://t.co/Fnqw6tCLJD We are proud to announce that PureCycle is the first non-mechanical recycler to receive PCR Certification from @APRrecycles. Read more: https://t.co/X1u8FvqSTL https://t.co/Fnqw6tCLJD"
X Link 2025-08-27T12:45Z [---] followers, [----] engagements
"@holdyourwinners $PG what say you"
X Link 2025-08-27T13:51Z [---] followers, [---] engagements
"@wallstengine $BBWI"
X Link 2025-08-28T13:49Z [---] followers, [---] engagements
"Graphene often called a wonder material is a sheet of carbon atoms just one atom thick arranged in a hexagonal lattice. It is flexible. It is transparent. It is a superior conductor of heat and electricity. And it is mighty strong. I had no clue the graphene existed. But I have been educating myself about it and the lenses I am using to look at is energy and resources. It has many uses and will change the face of many industries. But first and foremost it is a game changer for the collective west. It reduces use of energy and reduces the need for mineral metals and natural resources in"
X Link 2025-09-07T13:09Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing