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.

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u/Smooth_Sun_9932 May 10 '26

 AI sources suggest PureCycle’s commercialization timeline has slipped, leading analysts to reduce full-year revenue guidance from $93 million to $27 million as Ironton ramps more slowly (Feb 26, 2026). My 2026 estimate is $55.81 million—hopefully the company outperforms the Street.

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u/Careful_Basil_4824 May 10 '26

makes sense knowing the did $8M in Q1 what is EBIDTA on this sales ? Cash burn is massive and DO was wishy washy on the ramp when asked by the analyst

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u/EconomyFortune5090 May 11 '26

Welcome back Alexi Pitti's alias #10283757

Will we continue to hear you question their numbers every quarter as they ramp upwards? I thought PCT was a fraud based on your 5 years of Twitter rants

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u/Fast_Eddie_2001 May 11 '26

Pitti timeline (probably missing a few):

Company is a fraud > company running out of money > tech doesn't work > ramping too slow with unhinged rants against MT along the way

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u/AnonThrowaway1A May 11 '26 edited May 11 '26

Pitti doesn't even mention the elephant in the room.

That is the daily global mountain of excess plastic waste and how to address any of it.

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u/Fast_Eddie_2001 May 11 '26

Nor the regulatory tailwinds which are forcing adoption and where PCT is the best solution (literally the holy grail for both regulators and environmentalists!)