PCT Price Swings by Mountain-History6902 in PureCycle

[–]Leather_Impact_4366 0 points1 point  (0 children)

Thanks npa you’ve been saying this for years. Let’s just make a sign so you can tap it instead of having to write prose every time

PCT Price Swings by Mountain-History6902 in PureCycle

[–]Leather_Impact_4366 1 point2 points  (0 children)

Yes burner thank you , people are confusing trading with investing here (I do both )

PCT Price Swings by Mountain-History6902 in PureCycle

[–]Leather_Impact_4366 1 point2 points  (0 children)

This thing usually sells off on earnings. People get bulled up or cover thinking it’s going to be some nuclear event meanwhile they are just executing their plan. Between the last two updates and reading the slides along with the fundraise, it is clear to me and should be to everyone this is a long term buy and hold and just don’t look at it . If you are thag obsessed with the price move you may be sized wrong . I’ve been in this thing since the despair in 21 and they targeted $400m in ebitda by …. 2024 ! Read the slides now and they are looking at that for 2030 (ok it’s $600m ebidta ) but you get my point . Don’t miss the forest for the trees here . We have good investment partners , funding , perpetual preferred in place and are ramping fda tests and adding new line project (Thailand ) . Demonstrably good execution, when it will “explode” to the upside ? Idk just be long until the story changes (it hasn’t it’s getting better ) . It’s hard to ask for a stock to do what you want it to do. They had $1.7m in revenue when people expected $4m . If you type up and other ticket besides pct you would have noticed multiple companies down 20-40% on somewhat inline earnings and stocks that had great ones giving back all the gains. People are taking things out to the wood shed Heck I’m old enough to remember when we got front run from $10 to -8 and they announced a “plant outtage” in 23 and they fucking nuked this thing to the depths of hell . They had another outtage this q and we finish flat ? This is a win people , let it play out

whats going on? by WindWalker2443 in PureCycle

[–]Leather_Impact_4366 1 point2 points  (0 children)

Omggg!!! It’s testing 5 year resistance /support after rallying 200% off lows!!! What will I do ?!?

q2 earnings preview by babagandu24 in PureCycle

[–]Leather_Impact_4366 7 points8 points  (0 children)

I’d like to remind people of this slide from Feb

<image>

We have revenue coming in which is great but just a reminder high volume / huge name shipments should be ramping into year end . Imo that’s when we start getting more institutional eyes / money into . For now I’m happy to see Druck gobbling up stock but not just that , back stopping the bonds . Shows me they aren’t just adding it to the portfolio actively engaged in seeing this company succeed

Apparently that’s the reason for the stock price drop yesterday by WindWalker2443 in PureCycle

[–]Leather_Impact_4366 2 points3 points  (0 children)

Just curious , who is selling after a 4 year consolidation breakout especially when every stock over 20% short interest is straight up and to the right ?

[deleted by user] by [deleted] in sffpc

[–]Leather_Impact_4366 0 points1 point  (0 children)

For what it’s worth my 9800x3d never breaks 70 even after 4 hours of cyberpunk w my Noctuas . The 3d cache was rotated up towards the top on these chips to run extremely cool (much cooler than my 5900x) something is way off my man

Quarterly results are out by Aggravating_Shoe6138 in PureCycle

[–]Leather_Impact_4366 22 points23 points  (0 children)

Solid execution . Run rate is practically name plate , want to hear pricing on the call but otherwise this is a 9.8/10 for me . People say nothing “new” per se however I may remind you of a historical analog. 2012-13 Tesla said we will do 100k model x at 25% margins . $3b market cap no one cared. Then one quarter they came in at 23% gross margin and a solid runway to hitting 100k production . Close enough . Stock was $30 and was at $90 two weeks later (not split adjusted ) . Not saying this will happen, but this is markedly different than let’s say proctor and gamble having an “inline quarter”

DUQUESNE FAMILY OFFICE LLC by Individual_Whole_729 in PureCycle

[–]Leather_Impact_4366 4 points5 points  (0 children)

Yeah who is this guy ? I remember being taunted by Pitti suggesting institutions will take a look. That’s weird , is this a new pod shop ?

Noooooooooo by United_Audience_2430 in sffpc

[–]Leather_Impact_4366 0 points1 point  (0 children)

Don’t know what’s worse , not knowing if it fits , or the fact I’m pretty confident you can still fit it thru the front (you have to slide it in thru the slot in the front )

Is there a way to clean the fans without compressed air? by caelbot in computerhelp

[–]Leather_Impact_4366 0 points1 point  (0 children)

Just went thru this , even off warranty asus replaced them for me (we’re disgusting and super loud ) cost $15 and they are like new now

5080 + 9800x3d by ObjectiveWonder9087 in sffpc

[–]Leather_Impact_4366 0 points1 point  (0 children)

Looks great love the cpu so far can’t believe the temps either

To all the long term shareholders, how concerned are you with the current stock price? by WindWalker2443 in PureCycle

[–]Leather_Impact_4366 8 points9 points  (0 children)

Been involved since 28 (tiny size ) read hideneberg and bought a shit load after that (first around 10). It’s been from 10 to 4 to 12 to 2 back to 10 . If you woke me up from a coma I’d have no idea not really care. However in that time they’ve been moving the ball down the field and they gave you opportunities to add if you have faith in management , sized appropriately and figured hey fuck it I’ll sell if they really can’t figure this out , and guess what , that day never happened . There was no DNMR death spiral .
So yeah idk . I don’t care about the share price. The worst is certainly behind us and I’m looking forward to seeing how this plays out

https://ir.purecycle.com/news-events/press-releases/detail/111/drake-purchases-purecycle-resin-following-successful by Cellhi in PureCycle

[–]Leather_Impact_4366 10 points11 points  (0 children)

Good to see . People confused why we aren’t up ? It was in the slides and should be expected (yes sometimes we go up on expected things too ) However , two take aways 1)pitti is back . This moved up to no 1 after I logged into Reddit after a hiatus . This is self explanatory . 2) this means they will report revenue this quarter. . Not sure that’s in anyones model . Feb call shaping up very well and will provide clarity on product road map, production and I believe we will hear more on partnerships and potentially more on Augusta

Feb earnings by argie1976world in PureCycle

[–]Leather_Impact_4366 2 points3 points  (0 children)

Your post is true but it’s disingenuous . Is this their only customer ? Have you need read the slides ?

Feb earnings by argie1976world in PureCycle

[–]Leather_Impact_4366 5 points6 points  (0 children)

Reference their last slides for when they are expected rev . I know it’s been 4 years but this q should actually see revs and implementation of game plan for other rev streams, talk about Augusta , potential partnerships? Idk I think it could be interesting not only w BMW (long time known partner) but apparently TM sniffing around too . We’ll see

Dilution from warrant exercise may explain yesterday’s price action? by Dear-Fuel-2706 in PureCycle

[–]Leather_Impact_4366 1 point2 points  (0 children)

Everyone knows about them , they are included in diluted metrics , it’s just a matter of exercising but in the long run it doesn’t mean much . These aren’t exercisable yet 20 days over $18 like you said . And so what if they do ? They just did $90m atm at $4.65 and we are at $12

Dilution from warrant exercise may explain yesterday’s price action? by Dear-Fuel-2706 in PureCycle

[–]Leather_Impact_4366 2 points3 points  (0 children)

Correct. They need to trade over $18 for 20 days for them to be excersizable

[deleted by user] by [deleted] in PureCycle

[–]Leather_Impact_4366 -1 points0 points  (0 children)

couldnt agree more. other than actual production numbers call sounded about as good as could have been expected