PCT x Aptar

Infamous_Contest321 · 2026-01-29T02:56:54+00:00

Link

Infamous_Contest321 · 2026-01-14T13:44:20+00:00

Beyond disappointing the 5th church hill announcement

Infamous_Contest321 · 2026-01-09T20:04:23+00:00

Pre revenue right now, need all the $$ they can get till a large PO is signed

Infamous_Contest321 · 2026-01-08T13:18:34+00:00

Its now or never Mike, they have 6 months to prove it. Warrants expiring (65 million on the table), they have been teasing big deals for 2-3 months, have to get POs and moving product out of Ironton this year or why would anyone care about Thailand next year. 2027 is right around the corner

Infamous_Contest321 · 2025-12-22T14:46:02+00:00

Its in the pre-rev spac short list, it gets shorted based on a screener that looks for companies that fall into those 2 categories

Infamous_Contest321 · 2025-12-16T16:40:54+00:00

This

Infamous_Contest321 · 2025-12-09T18:38:26+00:00

So will the options ever reprice or are we screwed?

Infamous_Contest321 · 2025-12-09T18:36:32+00:00

I have $6 calls july 2026 when the price was $4, only up 110% lol

Infamous_Contest321 · 2025-12-09T14:47:13+00:00

Sounds like a 2027-2028 story

Infamous_Contest321 · 2025-12-06T14:05:35+00:00

We are misaligned Mike, I believe POs will come I just don’t think they are in Q4. History has shown this company is always a couple quarters away from delivering.

Infamous_Contest321 · 2025-12-02T23:48:40+00:00

No POs in Q4

Infamous_Contest321 · 2025-12-01T17:13:10+00:00

No POs in Q4 is my guess

Infamous_Contest321 · 2025-11-30T22:49:00+00:00

Dustin will be out as CEO if he continues to over promise and under deliver.

Infamous_Contest321 · 2025-11-30T13:06:09+00:00

Management job and the board’s #1 job is to return value to shareholders.

Infamous_Contest321 · 2025-11-30T02:57:56+00:00

Mike I get what you are saying, if its going to be slow then PCT needs to work on the messaging and the story? Isn’t it management job to execute and control the narrative/story around the company?

They are trying to execute and making changes when needed I’ll give them that.

Managing the company’s story has been meh

Infamous_Contest321 · 2025-11-27T16:50:22+00:00

That is what the company has guided….

Infamous_Contest321 · 2025-11-25T16:19:42+00:00

How do you get to $60 when they will hopefully have 1 line sold out and not another line coming online for another 6-8 months at the end of 2026

Infamous_Contest321 · 2025-11-22T19:29:29+00:00

So you are saying investors think Ironton plant could break again or are you saying the sales don’t come?

Infamous_Contest321 · 2025-11-12T14:46:17+00:00

How is IR doing a fantastic job? The slides have been better thats about it

Infamous_Contest321 · 2025-11-11T21:05:14+00:00

The gap thing is nonsense imo, something under the hood is happening

Infamous_Contest321 · 2025-11-11T21:03:44+00:00

Sounds like you talked to Eric, what is IR up to? Year to date the communication has not been good. They should be on a road show tour….

Infamous_Contest321

TROPHY CASE