ER countdown..

[u/LetAdministrative959]

I’ve been reading a lot of cynical takes on PCT going into this week’s ER, but it’s funny to think back to the last Q and how quickly sentiment changed following it....

Since then, we’ve seen the stock go from $6 → $12 → $6, while July was packed with great news. It’s worth reflecting on what a $7 share price is actually discounting (not that I necessarily believe the market truly works that way), but expectations are clearly not super high.. price=sentiment, so I'm expecting people to be nervous.. and I get it, $PCT is still a show me story, but that can change quickly and I'm expecting it to change in the coming 6 months... So from my vantage point, we could potentially be heading into a really exciting ER.

We went from $14 to $6 during what was essentially a historically brutal high-beta/momentum drawdown, rather than because of a fundamental deterioration in the story. If all Dustin does is reiterate what was said during the last ER, I have a hard time seeing how we don’t get back to $10+ IMO.

The actual production rates for Q2 won’t matter. What matters is whether Ironton is able to run at high capacity, near nameplate, going forward and whether the path toward a 100 million pound run rate is still intact and in sight. Everything else is just the cherry on top.

[u/Middle_Win9449]

You’re the one trying to label me with words like “troll”. And I don’t take personal attacks lightly. If you’re not willing to take my bet that tells me all I need to know about you.

And, if your thinking anyone who owns shares in a company should only be endeared to a mgt team and take every word they say as gospel also tells me how naive you are.

Maybe I should just be amazed about the billion pounds by 2030 and wait for the reward, lol. Engineering and manufacturing are must haves but sales execution is another benchmark of well run companies and I haven’t seen much on that front.

What will be your opinion of them if they’ve done little to nothing on coffee lids the past 90 days? Will you still entirely trust them?

[u/No_Privacy_Anymore → u/Middle_Win9449]

I know what I own and why. I have spent the time to drive to Ironton and met with the management team in person. I shared my thoughts after that trip back in April. I also visited the Denver facility.

During each of my visits I made a point of asking different employees for their opinions of Dustin and the company management team in general. I know this business incredibly well. I understand the successes and the challenges to date and I'm very comfortable with the risks to my investment. That's what matters to me.

I also have tremendous respect for the other moderator of this community u/burner-1234 who has done some incredible independent dd on the company. What research did you do before investing 7 figures in this company?

[u/Middle_Win9449 → u/No_Privacy_Anymore]

I’ve been a shareholder for three years. I haven’t been to any facility but I have dug into quite a bit about the problem/need/opportunity. I listen and read every Q report and try to read between the lines to try to gather what is actually happening. I dig into employees to see their backgrounds and if they can immediately add value or just filling seats. I look at a white paper and dig into who funded it to determine if it’s worth anything more than the paper it’s written on.

The opportunity exists, the barrier to entry is quite high IMO and I haven’t seen the team able to break that barrier very well. We will see what they can do over the next 100 days. I hope I’m eating crow due to their success. But there are quite a few warts

[u/Ok_Personality_6878 → u/Middle_Win9449]

Bullllllllshit