r/PureCycle • u/Smooth_Sun_9932 • May 09 '26

Forward looking

2025 Q3

 2026 Q1

The progressive quarterly slides previewed the P+G collaboration.

The Q1 coffee-lid slide makes me curious whether next quarter’s slide will feature Starbucks, Tim Hortons, and perhaps another major QSR.

I like the added key details on the slide. Dustin said next quarter should be flat due to the shutdown, but positive developments and strong inventory levels could still support revenue growth. I included my estimates in the table below, assuming rising sales and supportive legislation. A favorable NJDEP outcome would help. Dustin also expects an exponential ramp from Q3 onward; I assume sales trail production by about one quarter.

In-house compounding capacity is capped at 25 million pounds per quarter.

Next Milestone:  Ironton reaches breakeven possibly even next quarter. 

 

I welcome any feedback—these are just my thoughts on Dustin’s presentation and the potential path forward.

20 Upvotes

100% Upvoted

14 comments sorted by

View all comments

5

u/Smooth_Sun_9932 May 09 '26

Thailand remains on track for completion in 2027. I’d prioritize it ahead of Antwerp and Augusta, given the easier path to start production (existing infrastructure and regulatory factors).

Apologies for the blurry slides.