BotanySoul

@PlasticManOnX @LaffanLee38568 @olli_tuovinen @stocksforlong @Mike_Taylor1972 @dmeinvestor Common - there are other states with a similar approach. However there are dozens of states who don’t. Again, why would a Canadian company that is focussed EU plastic regs need to address a handful of US states? Just stick to your PP lane, Aduro and PCT are barely competitors.

@BotanySoul @LaffanLee38568 @olli_tuovinen @stocksforlong @Mike_Taylor1972 @dmeinvestor It’s something $Adur will have to address at some point, New Jersey’s opinion on chemical recycling is common among regulators.

People that are still waiting for "contracts" will buy $ADUR in the $50-$100. If you study $ADUR in depth you will understand that future commercial agreements are just a matter of WHEN, not IF.

@perprins0 @The_PennyQueen @ClassicValueInv @Amateur_Inv Fair point and I certainly think Aduro are in a strong position. 20-25% royalty is monopoly type stuff. Now I’m betting on that being the case, but that would also imply widespread adoption. Again, adoption that I think will happen, but I try to be as pessimistic as possible.

@BotanySoul @The_PennyQueen @ClassicValueInv @Amateur_Inv If Aduro enables (1) lower opex, (2) higher yield, (3) cheaper feedstock tolerance, or (4) higher-value product slate, the customer’s project IRR can improve enough that paying a royalty is rational. In other words, the royalty is not "a tax on capex"

$ADUR I've added the renewable oil vertical into my valuations projection calculator based on the TAM. crafts.getmerlin.in/shared/4fd82e4… @The_PennyQueen @ClassicValueInv @Amateur_Inv

@LaffanLee38568 @PlasticManOnX @olli_tuovinen @stocksforlong @Mike_Taylor1972 @dmeinvestor Yes this NJ thing is seriously weak sauce. $ADUR chose the Chemelot site specifically to be ready to go when the EUs 2030 plastic regulations come into force. But but but New Jersey’s waste disposal regs… PCT shareholders coping once again.

@PlasticManOnX @olli_tuovinen @stocksforlong @Mike_Taylor1972 @dmeinvestor Question, why would $adur give a crap about New Jersey laws when they have the rest of the planet?

@ClassicValueInv @dmeinvestor @Mike_Taylor1972 Last week he was saying “no one knows how Aduro’s tech works”. This week he’s done his “research” and managed to get around numerous patents and NDAs to reveal that it’s just pyrolysis and isn’t scaleable. He’s just a PCT investor that’s hoping to throw enough mud at the wall.

@dmeinvestor @Mike_Taylor1972 If he thinks Aduro uses pyrolysis, it explains a lot about how much DD he did on Aduro.

@dmeinvestor @name90745810 @Mike_Taylor1972 He’s a Purecycle investor and this isn’t the first misinformation he’s posted about Aduro. It’s not clear whether his ignorance is performative or not.

@name90745810 @Mike_Taylor1972 It’s just random words coming out of his mouth. Probably another short seller getting squeezed in the last 2 months

@AaronComics @dmeinvestor @Amateur_Inv They have a non-binding MOU with a major EPC firm to create a licensing package. Packages will be based on the data from the NGP that will feed into the design of the FOAK. Commercial contracts will be the final piece of the puzzle and will require everything else in place.

@dmeinvestor @Amateur_Inv How are you so sure $adur's technology will be adopted? Is there any evidence from management that they have pending contracts?

Is @Amateur_Inv going insane? With the amount of due diligence this guy’s put into $ADUR over the last few months, probably not… Many will skip it and keep looking for the next AI trend.

@Dr_Gingerballs I've had a look at it but no idea where to start in terms of the best way to make use of it. Will there be a user manual available?

I’ve been told to keep my mouth shut about this for well over a year now. I started my account here sharing options data, and it’s something I still love to analyze. I have been working with this great group of folks to build the options data service we always wish we had. One that takes no shortcuts, and executes fast. We spent our own money building things for years, but we eventually hit a point where we needed real infrastructure to do the things we wanted to do. We started this beta with two goals in mind: 1) provide retail traders with the best options data for the least money, and 2) build the data infrastructure we wished we could have. I’m thankful to our early beta subscribers for helping us get to this point. We do all calculations in house from raw pricing data direct from the exchange. We have full chain daily data for nearly 1000 stocks + major index options (with AM OI updated calculations). We have live price data for stocks with 1s updates, with exchange latency often better than tradingview. All of our live, full chain options calculations update every 10 seconds (currently for about 1 dozen stocks but ready to scale to many more!). We have data history back to 2017 and some back to 2015. A critical aspect of this service is that we want to ensure all data is actionable. I cannot tell you how many fights we had with @gherkinit who demanded what he needed for trading execution. We said it wasn’t feasible, he wouldn’t budge, and a month later it was implemented. Having trader feedback was a cornerstone of our process. I’m also really excited about where we want to go with this. Our next task on the options front is to expand our live data service to every single trade for every stock. We have the infrastructure ready to scale, just need the demand to handle the compute. We also are already working on a comprehensive suite for fundamental data across asset classes to complement trading flows. We also think retail hasn’t been getting the best deal and are committed to offering this data with the best execution and the cheapest prices anywhere. The retail data arms race is on. Those squeaking sounds are the sphincters of every competitive service charging $250+ a month realizing the game is changing and the winners are consumers. Game on. If you do try it, let me know what you think, especially the things you would like to see. We want to be the last options service you ever need.

@ArtetaEra_ @leegx82 Seeing as you're top of his replies on every single tweet, this really doesn't reflect well on you

Since 1987 fella you was floating around your old man’s sack back then 💀

@DeadStarLegacy @AwobajoS @CBSSportsGolazo Pure projection. It's actually you that clearly loves Arteta, running protection all over this thread. Absolutely embarrassing that Arsenal have fans that are more in love with the manager than the club and cry "jealousy" every time success is demanded after 5 years no trophies.

@AwobajoS @CBSSportsGolazo Correction: Henry doesn't like himself. He failed as a manager, so this is how he unleashes that pent up rage. He loves Arteta. He wishes he was Arteta. That's the source of his rage.

"This year is a must. No more excuses." Thierry Henry believes Arsenal must win some silverware this season 🏆

@SMavroskoufis @shanegooner123 It would have been a lot quicker to just say "I have nothing to back up anything I've just said, I'll keep coping over my fantasy graphic"

@BotanySoul @shanegooner123 I don't need to imagine something I did consciously - are you ok? We got rid of players we didn't want or need, I'd have been happy to pay them to go. We saved £32.9m/year in wages in permanent departures - more if you include loans and improved the squad hugely. You dumb fuck ☺️

@SMavroskoufis @shanegooner123 Imagine calling someone a dumb fuck when Transfermarkt means literally nothing. You keep coping with your fantasy list. In reality 12 Arsenal squad players were worth £9m.

@shanegooner123 No you dumb fuck, it shows that he has increased the value of his purchases more than any other team in the league, Chelsea and United have spent the most and are at the opposite end of squad value. Just say you don't understand what you're looking at and move on.

@JNicholasAFC @unknownfigs @leegx82 H2h trophy awarded by the Arsenal fanbase to their manager. Absolute comedy club.

@unknownfigs @leegx82 As long as he keeps challenging every season and doesn’t drop below 2nd + keeps stuffing the other top 6 clubs in h2h’s he’s got a job.

The cult are out in force again 💀

@florad_xplorer @WeAreTheOverlap The sample size is big enough for it no longer to be down to bad luck

“We should at least bring a cup!” 👀 Thierry Henry on Arsenal’s project under Mikel Arteta so far. 🔍

@HighburyDB102 @fan_since91 @leegx82 What proof can you provide by DM other than a story that you could easily have just made up yourself?

Could be worse you tramp. Stick to pretending you support a club you know fuck all about so you can promote your clapped kebab for a few quid a month to kids on Twitter and TikTok. Imagine having this energy for me when you’re a sex worker. Find shame, God or both you sket.

@leegx82 Tall players find it more difficult to hide from the ref - mystery solved

Tall FC 💀

@ash0907 @permabearfader @Dr_Gingerballs In order to be a scam artist it's pretty essential to be making money out of it. He's literally just posting his charts and his opinion. Where exactly is the scam?

@permabearfader @Dr_Gingerballs the biggest scam artist out there, dudes running such a believable scam that hes convinced himself that hes right

Bears who shorted $nvda over 50% ago and called top on $Spx over 10% ago: it’s not going higher and nvda will be much lower Bears after it goes higher: must be fraud

@TittierTitter @gherkinit @leadlagreport Ah yes court documents that don't confirm your biases are pedophile-adjacent right?

@gherkinit @leadlagreport Bro you just cited a pedophile friendly ngo. Hurting yourself here.

@lord_fed Any further information on time frame and further movement on this? When does CTA buying wrap up? Downside looks like a very lucrative play

Now 50

@mrjamesob Hi James could you talk about this on your show please? A hostile takeover of the NT by the IEA is crazy and a fight for the soul of this country. yorkshirebylines.co.uk/politics/the-n…