@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.
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Plastic Man
32 posts
@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.
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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.
Lowcap Connoisseur.@AaronComics
@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?
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@olli_tuovinen @stocksforlong @Mike_Taylor1972 @dmeinvestor $Adur strictly speaking is not pyrolysis but under New Jersey law it will be treated the same, a very real risk for the company
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@stocksforlong @Mike_Taylor1972 @dmeinvestor The issue is that if $ADUR is successful at scale, nobody is going to want $PCT. The latter is just way too niche requiring heavily sorted and clean PP and producing a sub-virgin quality product. This is why Purecycle bulls consider Aduro a threat that must be a scam and a zero.
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@dmeinvestor @Mike_Taylor1972 It’s not fair to call to strictly call HCT pyrolysis but it is fair to think of the business model as similar. Aduro makes naphtha which must be reconstituted, as does pyrolysis, that step is the tricky part for profitable recycling
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@Mike_Taylor1972 $ADUR uses pyrolysis?
Bro, where does this come from?
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@Mag7Observatory @MidwestHedgie @Mike_Taylor1972 @SylebraCapital You and @MidwestHedgie had every reason to doubt this story. PCT needed a lot of things to go right and even some luck. Still not completely out of the woods yet either. As a chemical engineer and environmentalist, I hope they make it through, it’s a fascinating process.
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DEE DEE DEE! oh my!
$PCT
PureCycleTech@PureCycleTech
The Board of Investment (BOI) of Thailand has admitted PureCycle to the Thailand FastPass Investment Acceleration Program and PureFive® is on the fast track to Asia! Click the link below to view our full press release on this exciting development. purecycle.com/blog/purecycle…
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@CapitalShipyard @Mike_Taylor1972 Can't remember the name of the German film machinery maker that has validated the resin for film products. Should google that, if you're interested. Valerie Mars is in $PCT board, so wonder where all that packaging film is going to go...
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Surprised $PCT has a $2.8B EV. Usually these "Straw Into Gold pilot plant" science projects top out at a few hundred million. Is there some reason to believe the unit economics are positive?
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@270SAKO @Mike_Taylor1972 Then he’d probably have to say less than he does now lol
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@Mike_Taylor1972 Can Stan get a paid position with the $PCT investor relations team?
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Stan is on fire w $PCT this weekend!
Stan@private_dataguy
In a few months, when folks look back at $PCT and say "well where the signs they would have all these massive customers", the signs were here: $MCD #Echobox=1771952608" target="_blank" rel="nofollow noopener">plasticsnews.com/processors/rec…
Focused on plastic to plastic solutions for a circular solution and examining how to address EPR laws covering packaging. I wonder who they could possibly get their CLEAR, FDA Approved rPP from for their coffee lids and cold beverage containers? Hint: There is literally only one provider, mechanical ain't clear and chemical is literally banned in New Jersey. English
@Owlwise005 @yugoda1111 I don’t own any Adurro but I still approach it with an open mind because the process is genuinely interesting but they do have many barriers ahead of them that I think their holders don’t really acknowledge
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@PlasticManOnX @yugoda1111 The difference is pct is a real company with real products. The other pays for posts
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$PCT の名前はなんとなく知ってたが $ADUR の競合だったのか
PPにしか対応してないという地点でADURの方が圧倒的に強そう
PPとPEの混合剤なんていくらでもあるからな
プラスチック生産量はPE>PP>>なのに
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@Amateur_Inv @yugoda1111 Don’t get me wrong, I find both companies very fascinating. I am plastic man after all.
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@Amateur_Inv @yugoda1111 It is very hard for a new chemical industrial process to emerge. You’re right that PureCycle has burned a lot of cash. It’s pretty much required to get where they are and Adurro will also need to spend some serious cash to get there.
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@PlasticManOnX @yugoda1111 I guess time will tell, I really hope you are right. The market more then large enough for both companies
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@Amateur_Inv @yugoda1111 A novel chemical industrial facility is expected to have scaling issues and bottlenecks, aduro will have the same when they scale. The core tech is validated. The knowledge on how to scale and start up your next facilities is what becomes the most valuable asset your company has.
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@PlasticManOnX @yugoda1111 What good is a full scale factory, if it has been burning $200 Million in free cash flow per year and is still has negative gross profits after almost 3 years? That actually seems to be worse to me, as it shows the tech doesnt work as expected or hoped?
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@RexTribunus @yugoda1111 PCT is not pyrolysis, it is dissolution in supercritical butane, the contaminants don’t dissolve and are filtered out. Aduro is actually closer to pyrolysis because its product is naphtha which must be reconstituted into polypropylene
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@campbe14425505 @Mike_Taylor1972 @FordWealth @wallstreetmil This is pocket change to her. Maybe even less
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GIF
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Whatever Happened To P&G? $PCT
For original short-selling research and much more check out our website: differentiatedanalytics.com Use code WSM50 at check out for 50% off
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@lifeafterkosovo @AkilahObviously A blessing in disguise. They can form an electric co-op now and be forever liberated
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This is actually insane.
More Perfect Union@MorePerfectUS
Nearly 50,000 people in the Lake Tahoe area have been told that their utility will stop providing power to them, because it's redirecting that power to data centers. NV Energy, the Nevada utility that has supplied most of Lake Tahoe’s electricity for decades, says that next year it will stop servicing homes in the area, and instead direct that electricity to the growing demand from Nevada data centers. Northern Nevada is one of the fastest-growing data-center corridors in the country. fortune.com/2026/05/12/lak…
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@private_dataguy Glad someone else watched this! One of the best videos we have out there for PureCycle!
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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…
YouTube
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@Husufxl great video, gives a lot of context to some management decisions and a deeper technical dive than usual
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@JSmith8286 @biotechfan20 Partly, but mostly they need to show the facility running at nameplate
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@PlasticManOnX @biotechfan20 is their biggest current hurdle the approval by NJDEP?
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@JSmith8286 @biotechfan20 If they prove ironton they can get loans so no need for dilution
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@biotechfan20 when do you think they will need to raise more money/dilute shareholders if their growth plans transpire accordingly?
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