tim royer

104 posts

tim royer

tim royer

@Owlwise005

Katılım Şubat 2022
64 Takip Edilen1 Takipçiler
Stefan Skippy Scheepers
Stefan Skippy Scheepers@Stefan_Skippy·
@jpmcreative3 @makingmoneynow1 Not really! PCT almost has no revenue and massive debt, and solves very little of the plastic problem, and thwy are trading x4 higher than Aduro. Revenue has very little to do with anything.
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Makingmoneynow
Makingmoneynow@makingmoneynow1·
You can't buy this conviction until you do the work. Every account that has done the work on $ADUR has a form of this view. Can it be volatile 100% it will be, but let us be real, until Aduro hits 1Bn dollars, most institutions can't touch it. That is the retail Alpha IMO As always DOYDD, NFA
Amateur Investing@Amateur_Inv

@MarketMatrixs Everything below $25 is dirt cheap, everything below $50 is cheap, and everything below $100 is reasonable at the current state of $ADUR (obviously not financial advice)

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tim royer
tim royer@Owlwise005·
@Mag7Observatory Earlier could have sold and bought back dumbass your vendetta is with M T this constant posturing makes you look impaired.
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tim royer
tim royer@Owlwise005·
@jimiuorio Funny how with the current administration so many of those woke agendas disappeared like it or not but if this country servives the way it was meant to Trump will be seen in a favorable light
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jim iuorio
jim iuorio@jimiuorio·
Casual reminder that the climate zealots and their elected officials embarked on a taxation scheme expressly designed to make fossil fuels more expensive in order push people toward greener alternatives…those same people are now complaining about higher gas prices…hmm?
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Edward Koones
Edward Koones@KoonesEdward·
@Bullstkpicks @Browpeak PCT -- Another worthless investment. It may have a mkt cap but only 11mm in annual rev and loses a shitload of money. So IMO, this is a failure. So after 5 years of being a public co, it is a POS and with $11mm in rev, a business failure
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Bull Stock Picks
Bull Stock Picks@Bullstkpicks·
$INV While nothing new here specifically, I do find Bill to be very thoughtful, strategic, and pragmatic. The way he handled the activist investors to listen and take advice shows this very well. While Accelsius is clearly the near term driver the other two companies and their overall approach to me makes this a very long term holding for me that I think will outperform the market for many years to come. @weareinnventure @AccelsiusATX
Innventure@weareinnventure

Innventure CEO Bill Haskell on The Drill Down: how partnerships with P&G and Dow help de-risk innovation, and what is driving demand at Accelsius. Episode 254 is live. youtube.com/watch?v=owiasm… $INV

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tim royer
tim royer@Owlwise005·
@KoonesEdward @Bullstkpicks @Browpeak Forever to get established ( not comparing) but its main business sales took forever to be profitable, it was almost accidental that AWS came along,
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Edward Koones
Edward Koones@KoonesEdward·
@Bullstkpicks @Browpeak My point is they spun PCT out in 2021. No sales until 2025 ($8mm). This is a failure of their investment thesis of "commercializing breakthrough technologies". They did not do this.
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JB Pritzker
JB Pritzker@JBPritzker·
Buying or renting a home has become too expensive for too many people. That needs to change.
JB Pritzker tweet media
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tim royer
tim royer@Owlwise005·
@turtlespeed2020 SBUX under fire for leaving Seattle, how could a business prosper in that environment
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fred thomas
fred thomas@turtlespeed2020·
$SBUX Loonies on attack again. Beyond Plastics claims Starbucks is cheating on store PP recycling. We wait to hear from Starbucks about that. Their claims about Purecycle is false. Greenpeace, Beyond Plastics and such groups are a mob that are not looking for solutions. They are looking to attack businesses for self-serving reasons. @PureCycleTech beyondplastics.org/publications/s…
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tim royer
tim royer@Owlwise005·
@sindreflogstad @campbe14425505 @SLMacro It’s okay in here, one billion plus valuation wait till the orders come in the millions of pounds. Also what was the strike price and date on the warrants. Patience
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Sindre Flogstad
Sindre Flogstad@sindreflogstad·
@campbe14425505 @SLMacro This is the cycle $PCT needs to get out of. Otherwise we will see the boring drift down. It’s time for them to deliver now.
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tim royer
tim royer@Owlwise005·
@sindreflogstad @BliffCondor Who said that there’s no orders, don’t expect them to post every time the phone rings. When they do talk about orders my guess it will be in the millions of pounds. The NJ thing is a done deal. And Don’t think for a minute that pct didn’t have large customers whispering in NJ ear
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Sindre Flogstad
Sindre Flogstad@sindreflogstad·
@BliffCondor I think shorters justify the position with the notion that, if NJ was such a bottleneck, how come you still don’t have any orders after approval? For every day that passes with no PO, they feel this justifies this position. From here I also think macro is part of their thesis.
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Gen. Buck Turgidson
Gen. Buck Turgidson@BliffCondor·
$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...
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out of the Nihilo ...
@Mag7Observatory @JSmith8286 @Hedgeye I'm no fan of how Taylor went radio silent on $PCT mcplunge in late Feb but u just deleted ur account bc u couldn't take the pain of the double off the low. Perhaps it takes a charlatan to know one. But Il give u credit for saying Druck sold some, but he may have bought it back.
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Robocop
Robocop@Mag7Observatory·
I see the $PCT permabulls squad has been out in full force. Once the momentum traders stop bidding you know what happens. Remember, this stock pumps every year in Quad 2. The permabulls have touted commercial scaling for 3 years 😂. Too funny. No common sense
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Robocop
Robocop@Mag7Observatory·
@JSmith8286 Can you name me another “serious” fund manager who speaks like Mike? The ones that speak and pump like him ARE NOT credible. Find me one? They are heads down and make money. Mike pumps illiquid small caps to retail on @Hedgeye. Different leagues. He is a charlatan $PCT
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Don Johnson
Don Johnson@DonMiami3·
10Y yield may force Bessent to resign All central banks should prepare to hike
Don Johnson tweet media
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: The Pentagon reveals Trump paused the strikes on Iran not for negotiations as he claimed, but because Iran is becoming rapidly more effective at tracking US air operations, improving its air defenses and becoming too strong at detecting signs of a surprise attack, per NYT. Iran has used the ceasefire to successfully dig out all bombed ballistic missile sites, making them fully operational again. Iran also moved a large number of new mobile launchers across the entire country and adjusted tactics for any resumption of strikes, per a US military official. Iranian commanders studied US fighter jet and bomber flight patterns with close Russian and Chinese help. The recent downing of an F-15E and groundfire striking an F-35 revealed American flight tactics had become "too predictable."
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
$PCT has now pulled the wool over P&G, L'Oréal, Coke, Starbucks/Tim Horton's, Bruckner, the Cleveland Browns, the NJDEP, the Thais and the Europeans...they also tricked Valerie Mars to join the board, b/c billionaires have nothing to do w/ their time...but some random bears on X "know" the tech doesn't work
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