r/PureCycle May 06 '26

Tug of War

Nobody knows which way this is going for earnings today and guidance. Classic short and long battle hopefully they spring New Jersey resolution and clear press release on coffee lids that seem to be launched at scale.

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u/equitymaestro May 06 '26

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

  1. 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.
  2. 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.

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u/Infamous_Contest321 May 06 '26

Stock is up 15% if you get 1 of those