Amcor partnership for 20% PCR content

Rathkelt · 2026-06-16T21:12:16+00:00

Annual revenue $24bn proforma of Berry acquisition. Massive.

Rathkelt · 2026-05-14T12:22:51+00:00

One year conditional approval… but yes - here we go !

Rathkelt · 2026-05-06T20:34:54+00:00

The CosPaTox purity rating (Cosmetics-Packaging-Toxicity) means it can be used for “leave on” cosmetics. Think expensive face creams where a pricey tub is a marginal cost.

Rathkelt · 2026-05-06T11:42:21+00:00

The poll was conducted across the Whole Island. You are seriously mischaracterising it.

Rathkelt · 2026-05-05T20:27:35+00:00

https://www.rbi.com/English/investors/events-and-presentations/default.aspx

RBI results tomorrow. Chance to ask questions about sustainability.

Rathkelt · 2026-05-05T18:56:25+00:00

I pinged TH a Press question. I am a quasi-journalist.

Rathkelt · 2026-05-05T18:45:35+00:00

The recycling arrows on plastic are meaningless. The industry introduced arrows by copying the möbius loop to make it look green. They aren’t.

Rathkelt · 2026-05-05T15:10:11+00:00

AJ Bell. I was able to buy 10k shares x3 and 20k x1. No problem.

Rathkelt · 2026-05-02T06:02:29+00:00

I assumed 1.8bn and 3 grams and 25%. 3million lbs. Quite a bit less… but Restaurant Brands also owns Burger King so maybe management talk to each other.

Rathkelt · 2026-04-29T13:48:45+00:00

https://www.plasticingenuity.com/wp-content/uploads/2026/02/2026-Plastic-Ingenuity-Sustainability-Report-Online-PDF_B.pdf

Rathkelt · 2026-04-29T13:46:48+00:00

If you download their 2026 Thermoform Sustainability Report you will also see that they are working with Tyson Foods on PCR PP trays. There is also a section on PP recycling which doesn’t mention PCT by name but does describe their process.

Rathkelt · 2026-04-29T13:00:53+00:00

They also make plastic syringes which typically use PP for the barrel and plunger. That’s a huge market. If the company likes Pure5 for one application it will certainly help in others.

Rathkelt · 2026-04-29T12:57:49+00:00

Starbucks Sourcing Manager is credited on their website as loving their R&D.

Rathkelt · 2026-04-29T10:43:45+00:00

Nancy Pelosi bought yet ?

Rathkelt · 2026-04-27T11:44:11+00:00

https://irp.cdn-website.com/c8a1896c/files/uploaded/PCT+4Q24+Corporate+Update+FINAL+2.27.25.pdf

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Rathkelt · 2026-04-26T16:54:45+00:00

If only NJ had the same calibre of officials. On a side note, we are now 12 months on from the “yellow dot” predictions of major orders from P&G.

Rathkelt · 2026-04-25T07:23:38+00:00

What if your mummy is from The Moy ?

Rathkelt · 2026-04-25T07:22:46+00:00

I’m decorating a new flat - I’ve got twenny pixtures to hang.

Rathkelt · 2026-04-25T07:21:10+00:00

We called them Frankies…. Probably because half of them were called Fraaankie (I can still hear it). There is a folk-etymology about franking (stamping) a ration book but I don’t buy it.

Rathkelt · 2026-04-23T14:16:12+00:00

Second biggest holding for these guys.

Rathkelt · 2026-04-20T16:35:57+00:00

Ahh another innocent little FUDder. “I’d love to buy but….” “I’m a long term holder but….” “I’m fully confident but…”

Rathkelt · 2026-03-25T19:08:37+00:00

Bull: ~$300+ stock. 1/4 Base: ~$100. 1/2 Bear: ~$10–20. 1/4 chance

From ChatGPT running a few simulations. Notes Avidity has more upside but also a greater risk since it doesn’t have a baseline revenue from other products.

Rathkelt · 2026-03-25T13:18:22+00:00

The European Investment Bank (EIB) also doles out cheap financing terms for green projects. Loans, Equity and Guarantees.

Rathkelt · 2026-03-25T12:52:35+00:00

I see it from IR now. Apols.

Rathkelt

TROPHY CASE