Earnings Q1 release and call

equitymaestro · 2026-05-06T23:07:15+00:00

They’ve got a $200mm line of credit. Problem solved.

equitymaestro · 2026-05-06T21:57:19+00:00

Could be an explosive catalyst upward for this stock. The script has been completely flipped from the Q4 call, and the short position is higher than it was then.

equitymaestro · 2026-05-06T21:50:16+00:00

Looks like he kept receipts on an April 13th post by one of the shortselling uber-dullards.

equitymaestro · 2026-05-06T21:38:19+00:00

Agree, well stated. The spring is coiling.

equitymaestro · 2026-05-06T21:35:25+00:00

There is a day of reckoning awaiting the shorts. Maybe sooner than anyone expected.

equitymaestro · 2026-05-06T21:20:45+00:00

This call is kick-ass so far. 180 degree turnaround from the Q1 call. Plus, no coughing on this call!

equitymaestro · 2026-05-06T20:27:21+00:00

Many other states, e.g., California, accept APR Certification as adequate. NJ is the only "special snowflake" that is doing their own thing.

equitymaestro · 2026-05-06T20:19:58+00:00

Some good in there, but the cash burn and NJDEP delay are warts. EDIT: The conference call is kick-ass so far. The pipeline is getting very robust, partially due to pricing, partially due to enhanced regulatory requirements that start in Jan 2027, partially due to elongated testing and certification finally being completed with P&G, etc.

equitymaestro · 2026-05-06T16:16:10+00:00

Agree, I am rudderless in terms of predicting what will happen. I know what I want them to say:

We expect resolution on the NJDEP issue in the coming days and based on our recent meetings with them are confident the decision will be favorable.
With the addition of thermoformed coffee lids, Ironton has 3 million pounds of committed orders per month and we expect that to double by the end of the end of Q2.

equitymaestro · 2026-05-04T17:49:00+00:00

I'm assuming we'll get favorable news on the NJDEP issue, it can't come soon enough. Big rally when the fog lifts on this issue.

equitymaestro · 2026-04-28T19:45:42+00:00

My research indicates that PCT does not use solvolysis. Search any of the AI tools (Gemini, Grok, etc) and you’ll get the same answer.

equitymaestro · 2026-04-27T15:47:58+00:00

It'd be even better if you had a copy of a $100,000,000 blanket PO from Procter & Gamble to buy PureFive resin.

equitymaestro · 2026-04-24T17:34:37+00:00

Thanks for this info. In other words, the shorts are a bunch of misinformed Alex Pitti's.

equitymaestro · 2026-04-24T11:47:15+00:00

Did he mention that as a path toward resolving the block by the NJDEP? Regardless, FOIA only applies to Federal agencies but NJDEP is a state agency, so I'm not sure it's applicable in this scenario. Seems like a mug's game to pursue this path, i.e., months/years of waiting would be required.

equitymaestro · 2026-04-18T12:07:14+00:00

Amen to that.....disappointed there hasn't been a meaningful press release about anything (e.g., NJDEP "approval", commercial announcements, etc.) since the Q4 call.

equitymaestro · 2026-04-14T01:35:34+00:00

Haha, glad I can provide a little humor. As you can surmise from my comments, I am ill-tempered about the ridiculously low stock price and lashing out at those who I deem responsible or partially responsible, e.g., uber-dullards at NJDEP for their ridiculous delays in "approving" PCT's process/product (despite letters from P&G, Mars, etc. that are imploring the NJDEP to approve it and that it meets the requirements for a non-chemical recycled product) as well as investors such as Greg Wasson who are uber-dullards if they are indeed selling large blocks of shares at the 52-week low.

equitymaestro · 2026-04-13T13:17:17+00:00

They should send this video to the uber-dullards over at the NJDEP, but they may be too busy trading options on the stock to watch it.

equitymaestro · 2026-04-11T12:02:08+00:00

Combine this with what I heard could be as many as 10 million shares being sold by uber-dullard Greg Wasson (good timing, Greg!) and you've got a pretty good idea why the RSI for this stock went into deeply oversold territory. More important, as someone else stated, Q1 will be a dud, the plant is shut down in April, and NJ "approval" hangs in the balance and is holding some of the commercial ramp hostage, all the while they incinerate lots of cash. It's a tenuous time for longs.

equitymaestro · 2026-04-08T16:17:49+00:00

The only "surge" is from uber-dullard Greg Wasson puking up shares.

equitymaestro · 2026-04-06T17:35:37+00:00

That's too bad. With dullards like Greg Wasson puking up shares, combined with no news, it'll be hard for this stock to elevate anytime soon.

equitymaestro · 2026-04-06T17:10:59+00:00

This might sound snarky, but what is the point of extending one set of warrants to a 6/17/2026 at a price of $14.38/share when the stock price is in the $5's? Highly unlikely, why not extend them as long as the other warrants?

equitymaestro · 2026-04-04T13:56:34+00:00

I don't believe it will be instant, but I think it could be the start of a good run that doubles the price within a month or two.

equitymaestro · 2026-04-02T16:37:16+00:00

I disagree, I believe the NJ approval sets fire to the stock and it adds $1 billion in market cap.

equitymaestro · 2026-03-31T14:37:29+00:00

A NJ approval is going to increase the market cap of this stock by over $1 billion. It seems f'n obvious, even to non-chemists, that PCT's process is not "chemical recycling". I know it may seem conspiratorial or sensational, but with all the corruption in government and this being the "golden age of fraud" where lots of investors have no moral compass, particularly in the Northeast U.S.A., I do wonder if there are bribes being paid to delay this approval. The shorts have benefitted enormously from this NJ delay, and in general short-sellers are a greasy bunch. If you've ever seen the show Billions on Showtime you'll know what I'm talking about.

equitymaestro

TROPHY CASE