@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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MicheaI TayIcr
8.9K posts
MicheaI TayIcr
@WernerChristof
Musician, lover of good music in all directions, Tuscany Fan
Feldkirchen bei Mattighofen Katılım Mart 2012
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$TE IMHO by Jan there is a very high probability they will be en route to a backlog-filled $500-600m of EBITDA / FCF for 2027, with material earnings in 2026.
Comps trade at 10x EBITDA~$20/share
Keep an eye out for meeting 45x requirements.
GIF
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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$TE: First plant 5GW: backlog full (today)
Second plant 5GW - on the build - arrives in a ~ year
doubles capacity
$1bn mkt cap - IMHO: should get to >>$5bn
Next catalyst: ~ year end 45x (Tax benefits)
GIF
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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$PCT $$$ orders from the 3Q25 call:
Expect more and a ramp on deliveries thru 2026.
IMHO: IRONTON will be sold out shortly as orders ramp.
Backlog will begin to build for future US lines.
(from the 3Q call: $40-50m (and building) for 2026)
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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$PCT - US mandates on Polypropylene recycling is starting - and it will only get larger.
Keep an eye on this:
@private_dataguy
@Seawolfcap
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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LIVE w ME NOW !!!
Andrew Wang | Financial Advisor@RunnymedeCap
Navigating Market Volatility: Strategies for Investing in Uncertain Times | @inspiredmoneyfm @StocktonKatie @CNBC @CNBCClosingBell @SquawkCNBC Contributor @Mike_Taylor1972 @cogswell_seth @Gary_Brode @theeaglesvision @bjeaglefeather #Stocks #InspiredMoney x.com/i/broadcasts/1…
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@Mike_Taylor1972 Get the trading plan➡️wa.me/12034358992?te…!!
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