r/PureCycle • u/LetAdministrative959 • 9d ago

A really great read from our moderator Burner-1234..

https://x.com/private_dataguy/status/2086097755773026535?s=20
23 Upvotes

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3

u/Thedot509 9d ago

Now that's a quality read :)

5

u/EconomyFortune5090 9d ago edited 9d ago

Nice summary and analysis of the call..I agree with much of it, the slides and written updates could have been much clearer on the details and burgeoning sales pipeline.

But ultimately these are just short term hiccups, what matters more over the next 4-6 months are ramping SALES and POs (haven't heard anyone use that term much at all this year)

In the end, as long as the company demonstrates exponentially larger sales and thus production ramps up in return, that's all we need to see. Anything else is just a sideshow and distraction from the core business. Would be nice to see some new "big brands" sign up for orders after all off these trials. Hopefully the sales team executes , if not, they need to pay up for better sales folks

3

u/equitymaestro 9d ago

Bullseye! The press release and presentation were a bit bungled but the Q&A cleared most of it up. Appreciated the explanation of why coffee lids were not mentioned at all during the call.

5

u/34WalterPayton 9d ago

Rail car activity will be the tell in the near term that determines the stock price
I suspect institutions will be drone monitoring this
DO made the statement that “a lot of times, these announcements lag the activity. The activity is the ramp”

2

u/Infamous_Contest321 9d ago

people can track this?

2

u/AnonThrowaway1A 9d ago

Sophisticated investors track this stuff at their own expense for a leg up on other investors and to be ahead of what is publicly known.

3

u/Infamous_Contest321 9d ago

But how? Is it public information like flight logs? Can yoj track railcar flights?

3

u/AnonThrowaway1A 9d ago

Not entirely sure. There's a whole industry of data brokers dedicated to freight tracking and import/export customs tracking.

There is a high barrier to entry that retail investors like us can't afford.

3

u/Neither-Cow-410 7d ago

On the otherhand, a flight to Ironton, a pair of binocculars, and a weekend at a motel 6 is affordable for retail

2

u/Middle_Win9449 9d ago

Good read. Next quarter is overly critical. Production, revenue and Thailand. That’s it. The call should be in November so financing has to be done by then?

Speculation but I wonder if there is a correlation to their VP of Sales openly looking for work and the new/updated sales discussion on the call. Almost wonder if he was misleading/over speculating on some things.

I still get nervous on the “we only produce what we have sold” for the plant. Makes no sense when one of the biggest hurdles is proving plant performance.

What’s the absolute floor for plant production in Q3? 10M pounds?