
$PCT... not going out on a limb on this but 1, maybe 2 more days of red in PCT will bring out the shorters and a new "throughly researched" spin on "sh*tco PCT". ..this is predictable and wrong again and again and again and...
Gen. Buck Turgidson
1.1K posts

@BliffCondor
never want to say, “I wish I had”, embrace and avoid the tails. I’m not here to get followers. Irish Lit professor e/acc

$PCT... not going out on a limb on this but 1, maybe 2 more days of red in PCT will bring out the shorters and a new "throughly researched" spin on "sh*tco PCT". ..this is predictable and wrong again and again and again and...




Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.) 1) confirm P&G and L’Oreal are customers 2) Looking to get something out with Mars soon 3) PRICING. Brands are buying ISCC+ credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40+/LB. Put that in your model and see what happens…. Big couple weeks, months then years ahead! youtube.com/watch?v=M4zzee…










$PCT... ok tomrw would be a super terrific day to announce some PO's and/or clarity from NJ.