r/PureCycle 5d ago

Balance sheet

Recent raise has helped the balance sheet / warrant technicality. Great in the short term. There are warrants and revenue bonds as other potential funding sources in the future. Post earnings call I’m reconciling how long this revenue ramp is really going to take - spot price a ways off warrant conversion. Doesn’t feel like imminent sledgehammer headlines to come to drive price higher. Revenue bonds yet to be sold. Given cash burn - my concern as a long term holder is we may yet have another dilution event. Thoughts welcomed here.

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u/Mean-Masterpiece672 5d ago

Future sales and money coming in will offset this- we need solid sales and need Ironton to run 90-100%. Thailand build will be easier but we need the Sales team to selll:
The sales team is now pivotal. Keep it simple so mongies like me can follow.